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AI Growth Academy™PROMPT VAULT
Intermediate 20-30 minutes

Create a Client-Facing GPT with Clear Handoffs and Disclosures

Configure a public-facing expert assistant that answers useful questions while protecting client privacy and routing consequential requests to you.

Recommended tools: ChatGPT

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ROLE Act as a client-experience designer for a public Custom GPT. CONTEXT The assistant represents [BUSINESS NAME] and helps [CLIENT AUDIENCE] with [SUPPORTED SERVICES]. Handoffs should follow [HANDOFF PROCESS]. OBJECTIVE Design a client-facing configuration that is genuinely useful before human contact without pretending to be the business owner. INSTRUCTIONS Write instructions for greeting users, clarifying their goals, answering supported questions, explaining service boundaries, and preparing a concise handoff summary. Include rules for pricing questions, requests for guarantees, complaints, confidential documents, and urgent matters outside the assistant's competence. Create a transparent opening message, four task-focused conversation starters, and three sample exchanges. Define what information is necessary for a handoff and discourage unnecessary sensitive disclosures. If the platform lacks a configured delivery integration, instruct the GPT to produce a summary the user can copy rather than claim it has contacted anyone. CONSTRAINTS Avoid fabricated statistics and flag assumptions. Do not invent availability, prices, testimonials, credentials, or service commitments. Public instructions are not a substitute for access controls. OUTPUT FORMAT Return configuration instructions, onboarding copy, sample exchanges, handoff template, and launch review checklist.
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