Quick summary
A custom sales outreach GPT in ChatGPT lets you automate and standardize personalized outreach template generation using a purpose-built AI model. You can configure its name, instructions, knowledge, and capabilities to match your exact sales workflow before publishing it for your team.
Steps
- On ChatGPT's main interface, navigate to the left-side panel and click 'Explore GPTs'.
- Click 'Create' at the top-right corner to start building a new GPT.
- Switch the tab from Create to 'Configure' to access the full setup options.
- Set a distinctive display photo by clicking the 'Add' icon and selecting your preferred image file.
- Assign a unique GPT Name and Description by entering the details into their respective input fields.
- Click the 'Instructions' input field and write a comprehensive description covering the purpose, behavior, function, and capability of your sales outreach template GPT.
- Add text prompt examples by entering them individually into the 'Conversation Starters' input field to guide users on first use.
- Scroll down to the Knowledge section and click 'Upload Files' to import documents with additional data sources for your GPT.
- Review the Capabilities section, tick the checkboxes for the GPT functions you want to enable, and configure any Actions for third-party tool integrations.
- In the Preview Area, enter a text prompt and click 'Submit' to test your sales outreach template GPT for the first time.
- Review the initial output quality, then click 'Create' at the top-right corner if satisfied with the results.
- Specify your preferred access configuration, then click 'Save' to proceed.
- Your sales outreach template GPT is now created and published and ready to use.
