1
of 5— Access Custom Instructions
What you'll accomplish
By the end of this guide, you'll have ChatGPT configured so every conversation starts with your insurance context already loaded. You won't have to re-explain that you're a CSR, what kind of agency you work at, or what tone to use — ChatGPT will produce better, more relevant outputs from the very first prompt in every session.
What you'll need
- A free ChatGPT account at {{tool:ChatGPT.url}} (Custom Instructions work on the free plan)
- 10-15 minutes to complete setup
- Cost: Free
How-To Guide: Set Up ChatGPT for Insurance CSR Work
Step 1: Access Custom Instructions
- Go to {{tool:ChatGPT.url}} and sign in to your account
- Click your profile icon or initials in the bottom-left corner of the screen
- Select Customize ChatGPT from the menu that appears
- A settings panel opens with two text boxes
What you should see: Two text areas labeled "What would you like ChatGPT to know about you?" and "How would you like ChatGPT to respond?"
Tools:ChatGPT