Documentation Index
Fetch the complete documentation index at: https://docs.triplesession.com/llms.txt
Use this file to discover all available pages before exploring further.
Connect in Claude
Open Connectors and add a custom connector
In Claude, go to Customize → Connectors in the left sidebar. Click the + icon next to the search bar and select Add custom connector.
Connect in ChatGPT
Open Apps settings and create a new app
In ChatGPT, open Settings → Apps. Scroll to Advanced settings and click Create app.
Available tools
Once connected, the AI has access to the following tools. It selects and chains them automatically based on your question.Calls
Calls
| Tool | What it does |
|---|---|
search_calls | Search call reports using plain language — ask about topics, objections, competitors, deal stages, or any keyword. Filter by rep, scorecard, or date range. |
get_call | Get the full details of a specific call — score, scorecard used, participants, linked CRM records, summary, and risks identified. |
get_call_transcript | Read the transcript of a call. Long transcripts are returned in pages, so the AI will request additional pages as needed. |
get_call_deal_insights | Get only the deal-related insights and risks from a call, without loading the full report. |
Roleplay
Roleplay
| Tool | What it does |
|---|---|
search_roleplay_calls | Search roleplay practice sessions specifically. Filter by persona, rep, or date range. |
list_roleplay_personas | See all available roleplay personas — their role, difficulty level, language, and training goal. |
Scorecards
Scorecards
| Tool | What it does |
|---|---|
list_scorecards | List all scorecards available in your workspace. |
get_scorecard_rubric | Get the full rubric for a scorecard — useful when you want to understand how calls are scored or what each section measures. |
get_rep_scorecard | Get scorecard performance for yourself or another rep — average score, section-by-section breakdown, daily trend, and best and worst calls. |
Deals
Deals
| Tool | What it does |
|---|---|
get_deal | Get details for a CRM deal — stage, value, currency, and upcoming meetings. |
list_deal_meetings | List all scored call reviews linked to a deal. Filter by date range to focus on a specific period. |
list_deal_emails | List recent emails on a deal from your connected CRM. |
list_deal_notes | List CRM notes on a deal — content, author, and timestamp. |
Team — admin and manager only
Team — admin and manager only
| Tool | What it does |
|---|---|
team_members | Look up team members by name. The AI uses this automatically when you ask about a specific person before searching their calls or scorecard. Not available to members. |
list_managed_workspaces | List the workspaces you manage and who is in each one. |
list_managed_team_members | List your team members ranked by performance — useful for questions like “who needs the most coaching?” or “show me my lowest-scoring reps this month.” |
get_managed_rep_overview | Get a coaching summary for a specific rep — their recent calls, scores, and any notes on file. |
get_managed_rep_scorecard | Get detailed scorecard performance for a specific rep over a chosen time period. |
Example prompts
Once connected, you can ask things like:- “Show me the last 10 calls where we lost on pricing”
- “How is Sarah performing on the Discovery scorecard this month?”
- “Which reps on my team have the lowest average score this quarter?”
- “What are the main risks identified in the Acme Corp deal?”
- “Give me a transcript summary of the call with Globex yesterday”