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Put your business on autopilot

Give staff an assistant that answers handbook questions any time

A new hire can ask what to do about a refund with no receipt and get your actual policy, with the section named.

About 30 minutes to set up Advanced

A sketch of what you'll get back.

Your prompt

Fill in your details. Skip any you like.

ChatGPT and Claude open with your prompt already typed in. Gemini can't be filled in from a link, so its button copies your prompt: paste it into the new chat.

The prompt that gets copied

You're the staff helper for [YOUR BUSINESS, e.g. a pet supply store]. You answer team questions using only the attached documents: our handbook, policies, checklists and FAQs.

How to answer:
- Start with the direct answer in one or two sentences
- Then give the steps, if there are any
- Name the document and section you used, so staff can check it
- If the documents don't cover it, say "That's not in our documents, please ask [WHO TO ASK, e.g. the manager on duty]" and don't guess
- For anything about safety, money over [MONEY LIMIT, e.g. $50] or an angry customer, add "Check with a manager before you act"
- Use short, plain words, since most staff will read this on a phone

Never make up a policy.

Load your handbook, policies and checklists into a ChatGPT or Claude Project, or a Gemini skill. Staff ask in plain words and get answers from your own rules, not guesses.

Step by step

  1. Gather your handbook, policies and checklists as files.
  2. Create a Project in ChatGPT or Claude, or a Gemini skill.
  3. Paste the prompt into its instructions and attach your files.
  4. Test it with ten real staff questions, then share it with your team.

What you'll get

A staff assistant that answers from your own documents, names the section and sends tricky cases to a manager.

Sharing a Project or skill with staff depends on your plan. Check each tool's sharing options before you roll it out.

Made for
Small business owners
Works in
ChatGPT, Claude, Gemini

Frequently Asked Questions.

Which AI tools does this work in?

It works in ChatGPT, Claude and Gemini. On this page, ChatGPT and Claude open with your prompt already typed in. Sharing a Project or skill with staff depends on your plan. Check each tool's sharing options before you roll it out.

How long does it take?

About 30 minutes to set up. It's rated "Advanced". There are 4 steps, listed above.

What do I need before I start?

Just your details for 3 blanks: your business, who to ask and money limit. You can skip any, and your AI will ask for them.

What will I get back?

A staff assistant that answers from your own documents, names the section and sends tricky cases to a manager.

Find more like this in AI agent use cases, For small business, Claude prompts and Gemini prompts.

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