Setting up a customer support AI copilot

Create step-by-step an internal AI assistant to help your support team with knowledge and documentation.

In this tutorial, we’re going to set up the foundation of a customer support AI copilot in ChatGPT.

As you might remember from the previous tutorial, customer support AI copilots are internal AI support tools for human agents. Agents can use these tools to query knowledge sources of internal documentation and public-facing data to get quick answers to customer queries, generate accurate responses, and obtain advice across long context windows.

Why are we starting with AI copilots? We think this is the highest impact and most incremental way to start implementing AI into your customer support workflows. Rather than going from zero to deploying AI agents directly into customer interactions, this lets you dogfood the experience first with your internal support agents, gather data, and refine your knowledge sources before deploying AI into customer-facing experiences.

We’ll be using OpenAI’s Custom GPTs to build our customer support AI copilot. Custom GPTs are great for quickly developing AI chat prototype tools that you can test, iterate, and eventually scale.

You’ll need:

Steps:

  1. Integrate knowledge bases, brand guidelines, and past customer conversations
  2. Develop system instructions with knowledge source annotations
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