Free lesson preview · Lesson 2 of 4 · 10 min
Set Up Your Assistant the Right Way
Give your assistant a standing 'about my business' brief once, so every answer fits your trade, town, and voice without you re-explaining.
Most owners retype who they are in every single chat. Stop. Set it up once:
- Find the profile setting — most assistants have "custom instructions," a profile, or memory
- Tell it about you — your trade, town, who your customers are
- Set your voice — length, plain English, Canadian spelling, no over-apologizing
- Set your rules — "ask before guessing prices," "never invent stock"
- No memory feature? Keep a paste-in brief in your Notes
In practice
Whatever you sell, write down the 4-5 things you keep re-explaining — your trade, town, voice, and hard rules — and save them once so every answer comes back already sounding like you.
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 3 mistakes everyone makes (and how to dodge them)
- A quick check-your-understanding quiz
- Practice on YOUR business with Alta, the AI coach
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