Free lesson preview · Lesson 2 of 4 · 10 min
Set Up Your Assistant the Right Way
Give your assistant an 'about my business' brief once, so every answer fits your trade, town, and voice.
Stop retyping who you are in every chat. 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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