Connections

Your twelve think it through. Grok Bot gets it done.

Twelve Seat is built from three connected parts. Claude and ChatGPT are the minds behind each seat. Twelve Seat is the boardroom that holds your business: its memory, plans, CRM and team. And Grok Bot is the bridge out to the real world, where emails get sent, people get followed up with, and work actually happens.

The minds
Claude & ChatGPT

Every advisor thinks on a leading AI model, through your own API key.

Anthropic Claude · OpenAI GPT

Reasoning
The boardroom
Twelve Seat

Your profile, Company Brain, meetings, action items, CRM and team.

Decides what each advisor sees and keeps the record.

Tasks & messages
The hands
Grok Bot

Your personal agent. It takes tasks from Twelve Seat and acts on them with your approval.

Reports results back into your CRM.

Real-world action
The world
People & tools

Email & messages

Employees & customers

Web & everyday tools

Results flow back: Grok Bot logs outcomes on your CRM tasks, and your board picks them up at the next meeting or action-item review.

Claude & ChatGPT: the minds at each seat

  • Your key, your account. Connect an Anthropic or OpenAI API key in Settings. It's encrypted before storage, and usage is billed to you directly, so you control the spend.
  • Mix models for real debate. With both connected, seats alternate between Claude and ChatGPT, so your board doesn't think with one voice. You can pin any advisor to a specific model.
  • Only what's needed. Each call carries a short core profile, the memories relevant to the topic, and a bounded view of your CRM. It never sends your whole account.
  • Built-in guardrails. Advisors flag legal, tax and medical questions for a licensed professional, and ask you rather than guess.

Twelve Seat: the boardroom and the record

  • Holds your business. Your profile, documents, Company Brain, meetings, decisions, action items, CRM and team all live here, private to your account.
  • Runs the meeting. It chooses who speaks, carries requests between the board and the C-suite, pauses for your answers, and writes the resolution.
  • Turns decisions into work. Resolutions become action items, CRM projects and tasks assigned to the right employee, and reviews can run on a schedule.
  • Decides what leaves. Only specific tasks and messages go out to Grok Bot, and only when you've connected it.

Grok Bot: the connection to the world

  • Why it exists. Advice is only half the job. AI advisors can recommend emailing a supplier or following up with an employee, but they can't do it. Grok Bot can.
  • What it receives. Action items, board resolutions, task follow-ups and messages for your employees, sent from Twelve Seat over a private webhook.
  • You stay in charge. Grok Bot checks with you before emailing anyone, spending money or deleting anything, and reports in your Grok Bot chat.
  • It closes the loop. With your private token, Grok Bot posts outcomes back as notes and task updates in your CRM, so your board always knows what happened.

Why it's built this way

Thinking and doing, kept deliberately apart

The parts of your business that need judgment and privacy (your numbers, your plans, your people) stay inside Twelve Seat. The parts that need to reach the outside world go through one agent you already trust and approve. That separation is the point.

No inbox keys in Twelve Seat

Twelve Seat never stores your email or account passwords. Outside actions go through Grok Bot.

One place to approve

Every real-world action is confirmed with you by Grok Bot, so nothing goes out by surprise.

Narrow, revocable access

Grok Bot's token can only add notes and update tasks. Disconnect it in Settings any time.

Advisors stay focused

Your twelve spend their effort on judgment and planning, not on clicking through tools.

A decision, end to end

From question to done, without you chasing it

  1. 1
    You

    Ask the joint board: “Should we raise prices on our service plans?”

  2. 2
    Twelve Seat

    Pulls the relevant company memory and live CRM numbers, then seats the Chair, CFO and CRO.

  3. 3
    Claude / ChatGPT

    Each advisor thinks on its own model. The CFO models the cash impact and the Chair asks you one question.

  4. 4
    Twelve Seat

    Records the resolution, creates CRM tasks for your sales lead, and saves your answer as a verified fact.

  5. 5
    Grok Bot

    Receives the task, checks with you, then emails your sales lead the new price sheet and handles their reply.

  6. 6
    Grok Bot → Twelve Seat

    Logs “Sales lead confirmed, new pricing live Monday” on the task and marks it done.

  7. 7
    Your board

    Sees the update next time you meet, and follows up on results.

Connect everything in about five minutes

1. Add Claude or ChatGPT

Paste an API key from console.anthropic.com or platform.openai.com into Settings → Connected services and click Test.

2. Connect Grok Bot

Copy the setup message from Settings into your Grok Bot chat, paste back the routine's Webhook URL and Authorization header, then verify with a one-time code.

3. Invite your team

Add employees in CRM → Team. They get a CRM-only login, so the board and Grok Bot can assign them work and follow up.

Connection questions

Why can't Twelve Seat just send the emails itself?+

It could, but then it would need access to your inbox, your accounts and your tools. Keeping those with Grok Bot (an assistant you already control) means Twelve Seat never holds the keys to your email, and every outside action is approved by you in one place.

Do I need both Claude and ChatGPT?+

No. One key is enough. Connecting both lets Twelve Seat seat different models at different chairs, which gives you more genuinely different points of view.

Do I need Grok Bot?+

No. Without it, Twelve Seat still advises, remembers, plans and runs your CRM. Grok Bot is what lets those plans leave the app and get done in the real world.

What do the AI providers see?+

Only what a given advisor needs for the current discussion: a short core profile, the relevant memories, a bounded view of the CRM, and the meeting itself. Not your whole account.

Can Grok Bot change anything in Twelve Seat?+

Only two things, and only with your private token: it can add notes to CRM records and update the status of a task. It can't read your boardroom, memory, financials or settings.

Claude is a trademark of Anthropic and ChatGPT a trademark of OpenAI. Twelve Seat connects to each, and to your Grok Bot, through your own accounts.