Philo Software's AI add-on

A new way
to work with
Philo Software.

Make your AI speak our language.

Whether your business already uses AI or you're exploring how to get started, bring it into the way you work with us.

Philo Software's AI add-on gives ChatGPT or Claude our processes, guidance, and best practices. From day one, your AI has the knowledge to help you work with Philo Software.

For ChatGPT and Claude. You use your own AI account.

Installing the add-on doesn't send us your conversations or business information. You choose what to share.

Built for working together

Your AI understands
how we work.

01

A head start with Philo Software.

Give your AI our processes and best practices from the beginning. It has the guidance to help you navigate working with us, without you having to explain our way of working from scratch.

02

Guidance when we ask.

When we ask for something, your AI helps you understand what's needed and guides you through preparing your response. Share what you know in your own words, with help organising the details.

03

Clarity when you ask.

When you need something from us, your AI helps explain your idea, question, or issue in a way our team can understand and act on. Clear context helps us work out the next step together.

Make your AI speak our language

Choose your AI.
Let it guide you.

Use a setup prompt to ask your AI to help install Philo Software's AI add-on and connect you to our project tracking software.

ChatGPT

Guided setup in your own account

Copy the prompt, open ChatGPT, and paste it into a new chat.

Open ChatGPT
View the setup prompt
Prefer to install it yourself?

Download the ChatGPT add-on

  1. Open ChatGPT on the web and add the ZIP through the Plugins directory's upload option.
  2. Start a new chat and ask Philo Software's AI add-on to guide you through connecting to our project tracking software.
ChatGPT's plugin guide

Claude

Guided setup in your own account

Open in Claude Desktop

Opens the Claude desktop app with your setup prompt ready. Review it and send it to begin.

Open Claude on the web
View the setup prompt
Prefer to install it yourself?

Download the Claude add-on

  1. Go to Customize → Plugins → Add → Upload plugin, then choose the ZIP.
  2. Start a new chat and ask Philo Software's AI add-on to guide you through connecting to our project tracking software.
Claude's plugin guide

Your AI helps with the steps

We'll help with the rest.

Your AI can guide you through setup. You may still need to approve installation, sign in, and connect your project access. If you're new to Philo Software or need an invitation, talk to our team and we'll arrange it.

Setup options depend on your AI plan and your organisation's settings. If you need a hand, we're here to help.

Start where you are

New to AI?
We'll help you
get started.

If you'd like to learn how to use AI, we can help you get set up and put it to work on something useful for your business.

You don't need AI or the add-on to work with us. Conversations, email, and working directly with our team are always welcome.

You stay in control

Our guidance.
Your choice.

The add-on gives your AI guidance about working with Philo Software. Installing it doesn't send us your conversations or business information.

You decide what to share with our team, including any task updates or responses you choose to send. Your AI helps you prepare, and our team works with you on the next step.

Talk to Philo Software