Kommo in ChatGPT and Claude: where and why your deals are lost

How to connect Kommo to ChatGPT or Claude

Last quarter your team lost 58 deals in Kommo. For each one Kommo also kept the stage it dropped out from, the loss reason, the rep and the lead source. With Kommo connected, ChatGPT or Claude reads all of that and shows where the pipeline leaks. On 23 October 2026 we found no official Kommo connector for ChatGPT or Claude; the steps below go through APIUniCon instead.

1. Follow the setup guide to put APIUniCon into ChatGPT or Claude.
2. Tell the AI: “Connect my Kommo account”. If it asks for Kommo’s developer pages, send it to Kommo for developers.
3. Create a long-lived token. Kommo describes it in Long-lived token and Private integration:
   • log in as an account administrator and go to Settings → Integrations;
   • click “Create integration” and save the form; leave the Redirect URL empty;
   • open the “Keys and scopes” tab and click “Generate long-lived token”;
   • pick how long it should last, from 1 day to 5 years, and copy the token right away. Kommo won’t show it again.
4. Open the link the AI sends and paste the token there, on our page rather than in the chat. We keep it encrypted.

One token covers the whole account, every pipeline included. How many services a plan covers is listed on Pricing.

What to ask about your pipeline

A pipeline review usually comes down to questions like these:

• From which stage did we lose the most deals last quarter, and for what reasons?
• What is the win rate for each rep on deals closed this quarter?
• Which lead sources have the lowest win rate?
• How much money did we lose at “Proposal sent” this month?
• Which lost deals have no loss reason filled in?
• How long do won deals take from creation to close, compared with lost ones?
• Which deals lost for “Price too high” in the last 60 days were worth more than $2,000?
• Which open deals have been sitting in Negotiation for more than 14 days?

Cases behind last quarter’s 58 lost deals

Below is a made-up team of three reps. In your account the AI reads your own deals.

The stage that leaks money

First question: “From which stage did we lose deals last quarter, and why?” A lost deal sits in Kommo’s closed-and-lost stage, so its own record no longer says where it was before. The event history does: every stage change is logged with the stage before and after. The AI reads those events and the loss reasons.

58 deals were lost. 21 left from Contacted, 9 from Qualified, 22 from Proposal sent and 6 from Negotiation. Proposal sent costs the most: those 22 deals were worth $41,800. 12 of them were lost as “Price too high”, 7 as “Went quiet”, and 3 have no reason at all.

Twelve price losses after a proposal can mean two things: the offer is priced too high, or proposals go out before anyone has asked about the budget.

Win rate by rep

Next: “What is each rep’s win rate on deals closed last quarter?” The AI counts won and lost deals per responsible user by close date.

The team closed 96 deals: 38 won and 58 lost, a 40% win rate. Maria won 18 and lost 12, which is 60%. Tom won 11 and lost 25, 31%. Aisha won 9 and lost 21, 30%. 14 of Tom’s 25 losses happened at Contacted, most of them marked “Went quiet”.

Those deals were lost before anyone talked about price.

The channel that never buys

Then: “Which lead sources had the lowest win rate last quarter?” Kommo keeps the source of each lead, so the same 96 closed deals can be split by channel.

Instagram messages: 26 closed, 6 won, 23%. WhatsApp: 30 closed, 12 won, 40%. Website form: 40 closed, 20 won, 50%. Most Instagram losses stop at Contacted as “Went quiet”, so those leads go cold before anyone qualifies them.

A natural next question: how many of Tom’s 14 losses at Contacted came in through Instagram?

What the AI can do in Kommo

The AI can also change deals. It shows each change first and makes it only after you confirm.

• “Reopen the Brightline deal and move it to Negotiation.” You see the deal, its current stage and the new one before anything moves.
• “Set ‘Went quiet’ as the loss reason for the three lost deals that have none.” The three deals are listed with the reason they’ll get.
• “Give Tom’s Instagram leads at Contacted to Maria.” The list of leads and the new owner come first.
• “Add a task for Aisha to call the five ‘Price too high’ deals above $2,000 on Monday.” Each task appears with its deal, owner and due date.
• “Add a note to Brightline: they want to talk again in January.” The note shows exactly as it will be saved.