How to Create a Sales Call Agenda GPT

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

1. On ChatGPT's main interface, open the left-side panel and click 'Explore GPTs'.
2. Tap 'Create' at the top-right corner to begin building a new GPT.
3. Switch the tab from Create to 'Configure' to access manual setup options.
4. Click the 'Add' icon to upload a display photo that represents your sales call agenda GPT.
5. Enter a unique GPT Name and Description into their respective input fields so users can easily identify it.
6. Click the 'Instructions' field and write a detailed description covering the GPT's purpose, behavior, and capabilities.
7. Type prompt examples one by one into the 'Conversation Starters' field to guide users on their first interaction.
8. Scroll to the Knowledge section and click 'Upload Files' to import documents that provide additional context or data.
9. In the Capabilities section, tick the checkboxes for features you want to enable and configure any Actions for third-party integrations.
10. Go to the Preview Area, type a prompt into the input box, and click 'Submit' to test your GPT's initial output.
11. If satisfied with the results, click 'Create' at the top-right corner to finalize your GPT.
12. Choose your preferred access configuration and tap 'Save' to proceed.
13. Your sales call agenda GPT is now created and published and ready for use.