Open Overview in the workspace sidebar. Scroll below the apps and automations to the panel with Overview and Context tabs. Select that panel’s Overview tab, then Bring your own agent. The Connect your agent dialog shows the available tools.
2
Choose your AI tool
Follow the steps for your tool.
Claude
ChatGPT
Other AI tools
Select Open in Claude to open Zite in Claude’s directory, then select Connect. In a managed Claude workspace, an admin may need to enable the connector first.
Select Open in ChatGPT to open the Zite app, then select Connect.
Choose Cursor, Claude Code, or another listed tool and follow its setup steps. Use Other for a tool that isn’t listed. Detailed setup is in the developer connection guide.
Choose a tool to see its current connection instructions.
3
Sign in and review access
Sign in to Zite and review the access requested before approving. Check the destination shown under Returns you to. It should match the AI tool you intended to connect. Back in Connect your agent, select your tool to check its Connected status and workspace access.
List the Zite workspaces I can access. Don’t change anything.
Then name the workspace and table you want to use:
In Sales operations, count all records in the Deals table and summarize them by stage. Don’t change the data.
For app changes, include the app name too. If the tool can’t find your workspace, check the Zite account and workspace access shown for its connection.
Reopen Connect your agent and select your tool. Its connection menu includes Disconnect. You can also select Manage all connections to review connected tools in one place.Disconnecting stops that connection’s access. You can reconnect later.
