Customize ChatGPT to align precisely with your specific tasks, knowledge base, and company needs. Turn repeated interactions into efficient workflows with your own tailored AI assistant.
Key Insights
- Identify specific use cases for your customized GPT, such as customer support FAQs, internal HR policies, or IT troubleshooting, to streamline tasks and reduce repetitive inquiries.
- Compile relevant documentation, best practices, and specialized knowledge—such as marketing content examples or company policy documents—into files suitable for uploading and training your custom GPT.
- Leverage ChatGPT's guided creation and configuration tabs to interactively build, refine, and test your tailored AI assistant, ultimately saving time by avoiding continuous manual uploads and enabling seamless sharing within your organization.
Note: These materials offer prospective students a preview of how our classes are structured. Students enrolled in this course will receive access to the full set of materials, including video lectures, project-based assignments, and instructor feedback.
As you get more comfortable using ChatGPT, the idea of customizing it to work specifically with your set of knowledge or specifically the way you want it to work becomes more and more appealing. So instead of having to upload the same files or do things over and over again repeatedly, the idea of creating your own customized version of ChatGPT becomes a very interesting idea. So with this in mind, with a custom GPT, you're going to need to have some sort of knowledge base.
And the idea is, with a custom GPT, you're going to be creating essentially an AI knowledge assistant—your own customized AI. And so you want to think about what kinds of assistance, what kind of knowledge you would like your assistant to have that would be helpful for you in doing your job or your tasks, or could be helpful for other people in your company to do their tasks, and you could create it for them. So a few examples are Customer Support.
Maybe there are typical FAQs—you know, Frequently Asked Questions. Maybe there are common issues that people are often troubleshooting, and instead of having to continually reach out to somebody else to deal with those, they could ask the AI to get help for that. Within a company, there are often internal policies, and people need to look for help within the company for company-related issues.
HR, company policies—there could be FAQs where, instead of having to read through all of them and find the appropriate one, if you feed this knowledge into ChatGPT, it can become your own AI knowledge assistant—an assistant who could answer those questions. Same thing with the IT Help Desk. There could be common things that they're always getting requests to fix—certain issues where, if people could ask the AI and the AI can tell them how to fix those issues, then that can help so people can get answers faster without having to bother others.
And, of course, they can always escalate it to a real person if necessary, but they can get that response faster than having to wait for somebody to respond. Product Recommendations. Let's say you're dealing with customers, and you want to input their information and try to find what personalizations you can do, what products are appropriate for them, and what ways you could upsell. You could give it a customer profile and say, what are things I should recommend to this particular customer based on their profile?
There could be planning and creation of content and marketing. It could be from planning to email campaigns to social media. This could include not only the creation of things, but also the planning.
It could be the idea generation. All of these things you can tailor to a specific way in which you want to do your content writing or your email campaigns. Instead of relying on general knowledge, when you want to tailor things your specific way, you can create your own custom GPT.
So first, you have to decide what kind of knowledge assistant, what kind of AI customization you want to do. And second, you need to gather your documents, your knowledge, your policies, and your best practices. For example, with marketing and content generation, if you're a Writer, you could have examples of your writing.
You could have best practices—things you always like to do. Write down the best practices of how you like to structure your content, things you like to do, things you like to avoid, and take all of that and put it into text files, Word documents, PDFs, Excel files—whatever format you can upload into this custom GPT—so that it can be trained on your specific content for your knowledge assistant, only for your custom GPT. Next is the time to actually create it.
If you're creating this yourself, you would go over here and go to Explore GPTs, go to Create, and in the Create tab here, you talk back and forth, and it's going to ask you questions. As you go through, it's going to essentially fill out the fields over here in the Configure tab. Initially, it's a good idea to just start with the Create tab, go through, and answer its questions.
And then, once you're done with that chat experience, switch over to the Configure tab where it will have pre-filled all of this based on the information you gave it in the chat. This is also where you can upload files, for example. This is where you can give it your knowledge.
Once this is all done, over here on the right is going to be a preview, and you can actually interact with it and chat with it and see how it works. If necessary, come back and refine the information here. Once you're all done, hit Create, and you have your own custom GPT.
So think about what kind of GPT you would like to create. What could be helpful not only for you, maybe, but also helpful for other people in your company? Gather that information and try to create your own custom GPT and see how it can help you.
So you don't have to keep uploading the same files and reiterating the same things. You can save that into a custom GPT that you can use over and over again, and you can share it with others.