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Quick summary
A custom GPT for sales proposals lets you configure a purpose-built AI assistant inside ChatGPT that generates, formats, and refines sales proposal templates on demand. This step-by-step walkthrough covers every setting in the GPT Configure tab — from naming and instructions to knowledge uploads and capability toggles — so your GPT is ready to publish in minutes.
Steps
- On ChatGPT's main interface, navigate to the left-side panel and click 'Explore GPTs'.
- Click 'Create' at the top-right corner to get started.
- Switch the tab from Create to 'Configure'.
- Set a distinctive display photo for your GPT by clicking the 'Add' icon and selecting an image from your library.
- Assign a unique GPT Name and Description by entering details into their respective input fields.
- Tap the 'Instructions' input field and write a comprehensive description covering the purpose, behavior, function, and capability of your sales proposal template GPT.
- Add relevant text prompt examples in the 'Conversation Starters' input field to guide users on how to interact with the GPT.
- Click 'Upload Files' under the Knowledge section to import documents that provide additional reference data for your GPT.
- Review the Capabilities section and tick the checkboxes beside the GPT functions you want to enable; optionally configure Actions to integrate with third-party apps.
- Head to the Preview Area, type a prompt into the input box, and click 'Submit' to test your sales proposal template GPT.
- If satisfied with the output quality, click 'Create' at the top-right corner to finalize your custom GPT.
- Specify your preferred access configuration and click 'Save' to proceed.
- Your sales proposal template GPT is now created and published and ready to use.
