Free lesson preview · Lesson 2 of 8 · 9 min
Set Up Your Assistant the Right Way
Create an account, adjust the first settings, and give the AI real context about your business.
Signing up takes two minutes. Setting it up well is what actually saves you time later. Most people skip this step, start typing questions cold, and get generic answers — then decide AI "doesn't work for my business." The fix is simple: tell it who you are before you ask for anything.
Most assistants have a spot for custom instructions or a memory/profile setting — a place where you describe your business once, and it remembers that context in every new conversation. A few sentences is enough: what you do, who your customers are, your tone, and anything you always want it to keep in mind.
An owner spends five minutes writing business context into settings once, and every future answer is sharper for it.
The rest is free too — it just needs a seat.
- The full lesson, including the parts that do the heavy lifting
- 2 copy-paste prompt templates
- A worked example — real prompt in, real output out
- A do-it-now checklist
- The 2 mistakes everyone makes (and how to dodge them)
- A quick check-your-understanding quiz
- Practice on YOUR business with Alta, the AI coach
Free forever · 2-minute signup · certificate per track