How to Create a Sales Call Agenda GPT
- George Apostolov
How to Create a Sales Call Agenda GPT: step-by-step guide
On ChatGPT's main interface, head over to the left-side panel and click 'Explore GPTs'.
Tap 'Create' at the top-right corner to get started.
Following that, switch the tab from Create to 'Configure'.
Set a distinctive display photo that represents your sales call agenda GPT. Simply click the 'Add' icon and select the specific image file you wish to use.
Subsequently, assign a unique GPT 'Name' and 'Description' that users can easily recognize. Enter the details into their respective input fields.
Tap the 'Instructions' entry box afterwards, then write a comprehensive description detailing the purpose, behavior, function, and capability of the sales call agenda GPT you wish to publish.
Add a few text prompt examples to guide the users through the first step. Type them one by one into the 'Conversation Starters' input field.
You can provide an additional source of information from external sources. To do that, scroll down to the Knowledge section and click 'Upload Files'. Import the documents that contain the data you want to use.
Browse the GPT functions listed under the Capabilities section and then tick the checkbox beside the options you wish to enable. Likewise, you may configure several Actions for seamless integration of your custom GPT with third-party tools.
Once done, go to the Preview Area and test out your sales call agenda GPT for the first time. Type a text prompt into the provided input box and then click 'Submit'.
If you're satisfied with the initial performance and output of your custom GPT, click 'Create' at the top-right corner.
Specify your preferred access configuration, then tap 'Save' to proceed.
After completing these steps, your sales call agenda GPT will be created and published.
Quick answer: To create a sales call agenda GPT in ChatGPT, navigate to Explore GPTs, switch to Configure, add a display photo, name, description, instructions, conversation starters, and knowledge files. Enable capabilities and actions, test the preview, click Create, and save your preferred access configuration to publish the custom GPT.
About this tutorial
Build and publish a custom sales call agenda GPT inside the app by configuring settings, prompts, knowledge files, and access options. This guide shows how to create a Sales Call Agenda GPT in 13 steps, starting with "On ChatGPT's main interface, head over to the left-side panel and click 'Explore GPTs'" and finishing with "After completing these steps, your sales call agenda GPT will be created and published". The interactive demo above is a click-through copy of the real product interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to create a Sales Call Agenda GPT?
13 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your data or settings. Once you know the flow, repeat it in your own workspace.
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