Use CoveDesk from Claude
If you use Claude, you can ask it about your CoveDesk account in plain words. It reads your account. It can’t change anything in it.
What you can ask
- “What needs me right now?”
- “Who’s waiting for a call back?”
- “Who called today, and what did the man about the water heater want?”
- “How many new leads came in this week?”
- “How are my reviews doing this month?”
- “How many minutes have I used, and what will this month’s bill be?”
You need a CoveDesk account. Claude answers from the business you choose when you connect, and from nothing else.
Add CoveDesk to Claude
It works on Claude’s free and paid plans. On a Team or Enterprise plan, an owner of the Claude workspace adds it first, and then each person connects their own CoveDesk sign-in.
- Open CoveDesk in Claude’s directory, or search for CoveDesk under Connectors in Claude.
- Choose Connect to Claude. A CoveDesk page opens.
- Sign in the same way you sign in to CoveDesk.
- Pick the business Claude can read, check what’s shared, and choose Allow.
Claude asks before it reads from CoveDesk the first time. You can let it ask every time, or allow it once and for all, in the connector’s settings in Claude.
To switch to a different business later, disconnect it in CoveDesk first (see “Turn it off” below), then connect again.
What Claude can read
- Calls the front desk answered, with summaries and what callers told us
- Caller and customer names and phone numbers
- Callbacks waiting, leads and your Needs you list
- Review requests and reviews
- Your hours, service area, answers and on-call settings
- Minutes used and plan prices (owners and viewers only)
What it can’t do
- Play call recordings or see full transcripts
- See card or payment details
- Change anything in your account
- See any other business
Your data
Claude reads from CoveDesk only when you ask it something that needs your account. What it reads goes to Anthropic, the company that makes Claude, under Anthropic’s own terms and privacy policy. How we handle your data is in our privacy policy.
Turn it off
In CoveDesk, open Account, then Team & alerts, then Connected assistants, and choose Disconnect. Claude stops reading your account right away. You can also remove the connector in Claude. An owner sees everyone’s connections on the account and can disconnect any of them.
Questions
Email us at hello@getcovedesk.com. ChatGPT isn’t available yet.