Help & FAQ
What does IAMS AI Connect do?
It lets ChatGPT or Claude answer questions using your Quickbase CRM — for example how many leads came in this month, which appointments are tomorrow, or how much customers still owe.
Do you need my ChatGPT or Claude password?
No, never. You add our connection address in ChatGPT or Claude, then approve access on our page with a one-time code sent to your email. ChatGPT or Claude receives a revocable key — not a password.
Which plans are supported?
Claude: Free (one custom connector), Pro, Max, Team and Enterprise. ChatGPT: Plus, Pro, Business, Enterprise and Edu, using Developer mode on chatgpt.com. On company workspaces an administrator may need to allow custom connectors first.
Can the AI change my data?
Not by default — connections are read-only. I Am Management Solution can enable specific changes (such as adding notes) for specific tables on request, and ChatGPT/Claude ask you to confirm before any change.
How do I disconnect?
Open your connection page, sign in with your email and click Disconnect. Access stops immediately. You can also remove “IAMS CRM” in your ChatGPT or Claude settings.
Why does the connection address look the same for everyone?
The address contains no account details. Your account is identified only when you sign in and approve access, so the address itself is useless to anyone else.
Still stuck? Contact I Am Management Solution at iammanagementsolution.com.