What Terry in Claude can do
Connect Claude to Terry and work your pipeline in plain words, as you, through the same checks as the dashboard.
Terry in Claude lets you run your Terry workspace from a conversation with Claude. You ask in plain words, such as "who replied this week?" or "research this company", and Claude does the work in Terry for you. Claude acts as you, with your role, and every action goes through the same checks as a click in the dashboard. It works in claude.ai in the browser, the Claude desktop app and Claude on your phone.
What you can ask Claude to do
| Area | What Claude can do for you |
|---|---|
| Your day | Give you an overview: what needs you today, your upcoming meetings, your LinkedIn to do list. |
| People | Add people, import a list with the consent basis you state, update their details, and set where they stand. |
| Research | Research a company or a person from their public pages, with sources, and score how well they fit. |
| Inbox | Read your conversations, pull up the full thread, draft a reply, and claim or close a conversation. |
| Writing | Write a message for you, or ask Terry's agent to write it in your company's voice. Either way it waits in Review. |
| Sending | Approve a draft, send a reply or a text, or answer someone on a chat app who wrote to you first, but only after you have seen the exact words and said send. Claude never starts a chat. |
| LinkedIn and Instagram | Find people through your own LinkedIn account, answer invitations, and reply on your Instagram, where your workspace has these switched on. |
| Flows | Pick a starter, build a flow, check it for problems, and enrol people after showing you who would be refused and why. |
| Results | Show reply rates, what is working, flow stats and the funnel. |
| Your workspace | Tell you how your AI credits stand, what your plan includes, and what setup is left. |
Some of these depend on your plan and your role. Open Settings, then Claude, and press Details: the panel lists exactly what a connection can reach on your plan. Claude is only shown the tools on that list. The page itself sums it up under What Claude can do.
Members and admins
- Members work the pipeline: import, research, write, enrol people in flows and work the inbox.
- Admins can also create and change agents, rules, templates and flows, publish, test and pause flows, add knowledge, record a person's consent status, and archive people.
Claude follows the same rule. A member's Claude never sees the admin tools. See Team and roles.
Whose AI does the work
When Claude reads, plans and writes in the chat, that runs on your Claude plan and costs no Terry credits. Terry's own AI, on your workspace's AI credits, is used only when you ask for Terry's agent to write, research or score, and always for flows. See Credits and AI allowances.
Who can use it
- Terry in Claude is part of the Pro plan and above. On other plans the Claude page says so.
- Admins can connect straight away. A member needs an admin to allow it first: on Settings, Team and seats, the admin presses Change on the member's row and sets Browser extension to Allowed.
- An admin can limit connections to admins only, or switch them off for the whole workspace. See Keeping Claude safe.
Next steps
In Classic
- The page is Settings, Claude Desktop. The card at the top lists what a connection can reach on your plan. On other plans it says Not on this workspace's plan.
- A member needs the Extension tick under Team.