Quick summary
A custom GPT for sales call agendas can be built directly in ChatGPT by configuring a name, instructions, conversation starters, and knowledge files — then publishing it with your preferred access settings. This step-by-step process takes minutes and produces a reusable AI assistant tailored to your sales workflow.
Steps
- On ChatGPT's main interface, open the left-side panel and click 'Explore GPTs'.
- Tap 'Create' at the top-right corner to begin building a new GPT.
- Switch the tab from Create to 'Configure' to access manual setup options.
- Click the 'Add' icon to upload a display photo that represents your sales call agenda GPT.
- Enter a unique GPT Name and Description into their respective input fields so users can easily identify it.
- Click the 'Instructions' field and write a detailed description covering the GPT's purpose, behavior, and capabilities.
- Type prompt examples one by one into the 'Conversation Starters' field to guide users on their first interaction.
- Scroll to the Knowledge section and click 'Upload Files' to import documents that provide additional context or data.
- In the Capabilities section, tick the checkboxes for features you want to enable and configure any Actions for third-party integrations.
- Go to the Preview Area, type a prompt into the input box, and click 'Submit' to test your GPT's initial output.
- If satisfied with the results, click 'Create' at the top-right corner to finalize your GPT.
- Choose your preferred access configuration and tap 'Save' to proceed.
- Your sales call agenda GPT is now created and published and ready for use.
