AI Workflow Blueprint
Create a no-code AI chatbot trained on your agency's standard operating procedures, instantly answering team questions and reducing onboarding time.
Original request: “Internal knowledge base chatbot trained on agency SOPs”
Gather all your agency SOPs, process docs, and internal guides into a single folder or Google Drive. Ensure files are well-structured with clear headings and PDFs/Word docs. CustomGPT will ingest these documents to build its knowledge base.
Pro tip: Name your files descriptively (e.g., 'Client-Onboarding-SOP.pdf', 'Team-Communication-Guidelines.pdf') so the AI can categorize and retrieve information more accurately.
Sign up for CustomGPT.ai and upload all your SOP documents via the admin panel. Configure the chatbot name, welcome message, and knowledge-base settings. Customize the tone to match your agency's voice and set up basic access controls for your team.
Pro tip: Test the chatbot with sample questions before deploying—ask it tricky procedural questions to ensure it retrieves the right answers from your docs.
Embed the CustomGPT chatbot widget on your internal Slack workspace or web portal using Make to automate document syncing. Set up a Make automation that monitors your SOP folder for new or updated files and automatically retrains the CustomGPT knowledge base on a weekly schedule.
Pro tip: Use Make's scheduling feature to run retraining during off-hours (e.g., Friday evenings) so new SOPs are live Monday morning without disrupting team workflows.
Based on entry-tier paid plans. Many tools offer free tiers to start. We may earn a commission.
