Quick summary
A custom GPT for a sales resource library lets sales teams instantly surface playbooks, templates, and competitive intel through a conversational AI interface. Built inside ChatGPT's GPT editor, it can be configured with custom instructions, uploaded knowledge files, and third-party integrations in under 15 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 open the GPT builder.
- Switch the tab from Create to Configure to access the full settings panel.
- Set a distinctive display photo by clicking the Add icon and selecting your chosen image file.
- 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 purpose, behavior, and capabilities of your sales resource library GPT.
- Add text prompt examples one by one into the Conversation Starters input field to guide users on their first interaction.
- Click Upload Files under the Knowledge section to import documents containing your sales resource data.
- Review the Capabilities section and tick the checkboxes for the GPT functions you want to enable, and configure any Actions for third-party app integrations.
- In the Preview Area, enter a text prompt and click Submit to test your sales resource library GPT for the first time.
- Review the output and, if satisfied, click Create at the top-right corner to proceed.
- Specify your preferred access configuration and click Save to finalize your settings.
- Your sales resource library GPT is now created and published and ready for your team to use.
