Floe in Claude, ChatGPT and your AI tools.
Connect Claude, ChatGPT, Cursor or another MCP-capable AI tool to Floe. Ask it what prospects asked this week, read a demo's transcript, or edit what your agent says, from the tool you already work in.
Works with: Website agent, Demo agent.
Last updated
What can your AI tool do with Floe?
Answer questions about your demos.
Demo counts, the questions prospects ask most, sessions and their transcripts.
Edit what the agent says.
Write and update the guides your agent follows and the short facts it answers from, checked as you save them.
Work on your walkthroughs.
Read and refine the product walkthroughs your demo agent runs.
What can it read and change?
- Read: your sites, demo metrics, sessions and transcripts, and the questions prospects ask most.
- Read and edit: your agent's guides, the short facts it answers from, and your product walkthroughs.
- Never: delete anything, see your keys, or fetch recordings.
How do you connect your AI tool?
Add the connector.
Add Floe as a connector in Claude, ChatGPT or Cursor, using the address in our docs.
Approve in Floe.
Sign in to Floe and choose the organization to connect.
Ask.
Ask it about your demos, or open a guide to edit.
What applies.
Works with your tools.
Claude, ChatGPT and Cursor, and other tools that connect to remote MCP servers.
Your role, not more.
Access follows your role and is re-checked on every request, so a change of role takes effect within a minute.
Walkthroughs, yours.
You create product walkthroughs yourself; onboarding flows and other plans are built with us.
Counts include tests.
Demo counts include your own team's test runs.
Questions. Ask Floe.
Can anyone on the team read transcripts this way?
Can the AI tool delete anything?
We have more than one organization. What then?
Can it fetch session recordings?
Can we revoke access?
Works with the rest of your stack.
CRM
HubSpot
Qualifying conversations as notes on the prospect's contact, with an optional deal.
CRM
Salesforce
Qualifying conversations as tasks on the prospect's contact, with an optional opportunity.
Team alerts
Slack
A recap of every qualifying conversation in the channel you choose.
Team alerts
Microsoft Teams
A recap card for every qualifying conversation in your Teams channel.
Booking
Calendly and Cal.com
Your Calendly or Cal.com page, opened inside the conversation.
Analytics
Factors
Agent conversations and demos as events in your Factors account.
Support hand-off
Periskope
WhatsApp tickets for your team when a support user needs a person.
Your demos, in the AI tool you already use.
Connect from your AI tool's connector settings, or talk to us.