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A research team has shared research with you through CoLoop. You can ask questions about it from your own AI assistant, such as Claude or ChatGPT. You don’t need a CoLoop account. Setup takes a few minutes and has two parts: confirm your email, then connect CoLoop to your assistant.

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Before you start

  • The share link from the research team. It usually arrives by email.
  • Access to the email address the research team shared with, to receive a sign-in code.
  • An AI assistant that can add custom connectors:
Other assistants work if they let you add a custom MCP server, sometimes called a connector or integration.

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Confirm your email

  1. Open the share link.
  2. Enter your work email address and click Email me a code.
  3. Enter the 6-digit code from the email and click Continue.
Share page with the research team's organization name and logo, the heading saying they have shared research with you, an Email address field, and an Email me a code button The page shows You’re in and lists the projects shared with you, with the date your access ends for each.

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Connect your AI assistant

On the same page, under Which AI assistant do you use?, choose your assistant and account type. The page shows the steps for that combination. The sections below match them. You're in page listing the shared projects, followed by the Which AI assistant do you use? options: Claude, ChatGPT, Gemini, Microsoft Copilot, and Something else When your assistant asks you to sign in to CoLoop, use the same email address you confirmed. If you’re on the same device and browser, click Allow. On another device, CoLoop asks for your email and a new code.

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Claude (personal)

  1. Click Add to Claude. Claude opens with the CoLoop connector filled in.
  2. Confirm adding the connector.
  3. Click Connect, then allow access.
Claude’s Free plan allows one custom connector.

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ChatGPT (personal)

  1. Click Copy next to Server URL.
  2. Open chatgpt.com/plugins in a browser and click +.
  3. Choose Add custom MCP server, paste the URL, and click Create.
  4. Allow access.
This works on chatgpt.com in a browser, not in the ChatGPT desktop or mobile apps.

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Gemini (personal)

  1. Click Copy next to Server URL.
  2. In Gemini, open Settings → Connected Apps → Custom apps.
  3. Add the URL, then allow access.

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Company accounts and Microsoft Copilot

At most companies, only an admin can add connectors. The page writes a message for your admin with everything they need: the connector name, CoLoop, and the server URL.
  1. Click Copy message and send it to your admin or IT team.
  2. Once they’ve added CoLoop, connect it from your assistant:
    • Claude: open Customize → Connectors, find CoLoop, and click Connect.
    • ChatGPT: connect CoLoop and allow access.
    • Gemini Enterprise and Microsoft Copilot: follow your admin’s instructions.

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Something else

Look in your assistant’s settings for a way to add a custom MCP server, connector, or integration. Click Copy next to Server URL, paste it there, and sign in with the email you confirmed.

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Ask questions

Start a new chat in your assistant and ask about the research. Mention the project or topic so your assistant uses CoLoop. For example:
  • “What projects have been shared with me in CoLoop?”
  • “Give me an overview of the main findings in the brand perception report.”
  • “What did participants say about pricing?”
  • “Show me more quotes behind that finding.”
Answers come from the research team’s report. If the report doesn’t cover something, your assistant says so rather than guessing. When your assistant supports it, CoLoop’s evidence viewer appears with the answer. It shows the findings behind the answer, participant quotes, and video clips you can play. Personal details may be hidden, for example names shown as [PERSON_NAME], blurred video, or altered voices, depending on what the research team chose. Claude chat with an answer about the shared research and CoLoop's evidence viewer below it, showing a finding, participant quotes with redacted names, and a playable video clip You can come back any time until your access ends. If a research team sends you another share link, confirm your email on it. Its projects then appear in the connector you already set up.

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Troubleshooting

“This email isn’t on the list for this share.” The research team didn’t add this address. Click Use a different email, or ask the research team to add your address. “This link has expired or is invalid.” Ask the person who sent it for a new link. You didn’t get the code. Check your spam folder, then click Send a new code. “Nothing is shared with you right now.” Your access has ended or was removed. Contact the person who sent you the link. Your assistant says a project’s report isn’t ready. The report is still being processed, or the research team hasn’t added one yet. Try again later, or contact the research team. Your assistant isn’t using CoLoop. Check that the CoLoop connector is turned on for the chat, and mention CoLoop or the project in your question.