AI-Powered Seller

Building Knowledge Documents & Using ChatGPT Memory Effectively

• Jake Dunlap & Kevin (KD) Dorsey • Season 1 • Episode 9

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Explore the latest advancements in Generative AI, from Custom GPTs to knowledge documents, and how they can transform productivity in sales and beyond. Gain insights into practical applications and features, while discovering new tools to enhance efficiency.

• Overview of AI trends impacting sales
• Introduction to Claude
• New features in the ChatGPT app, including voice interaction
• Benefits and implementation of custom GPTs
• Discussion on knowledge documents and their advantages
• Overview of ChatGPT’s memory functionality
• Tips for maximizing LinkedIn insights with AI

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Speaker 1:

I hope you're having a great Wednesday. Yeah, looking forward to today's conversation. Everyone, if you're here to learn more about AI, what leading teams are doing around AI, you're at the right place. We're going to spend the next 20 minutes talking about trends in generative AI, what's working, what's not working, etc. And we'll talk a little bit about what's in the news. What are some new things that you need to know about when it comes to AI? Because there certainly are a lot of like really interesting, cool things. All right, so let's jump into it, but let's talk about in the news.

Speaker 1:

I'm very curious here how many of you have tried Claude, which is, um, which is uh, uh, anthropic, which is, I guess, like you know, it's another kind of competitor. Claude 3.5 Sonnet is now available. Um, many um have shown it to outperform ChatGP 4.0. Um, so if you haven't taken a look at it, you know what I found with Claude is like, like you know, it's got a little bit more personality maybe, which you know, maybe less um, like complexity, things, uh, but you know, from our team, you know humor and understanding, handling workflows and interpreting charts and graphs. It's pretty strong. Uh, 4.0 or 4.0. Just curious, like, like, how many, how many of you are paying for a premium, either chat GPT or chat GPT or cloud. You know, go check it out though. It's worth. You know, curious there. Just let me know and if you guys want, you know, go ahead and try.

Speaker 1:

If you all haven't tried it yet another kind of in the news I would go check out some of the new features on the ChatGPT app, if you haven't. One of the things that I really like is it now has the ability to do voice, and so for me, emmanuel pays for ChatGPT. Great, you know, go mess around with the headphone icon on the chat gpt. Um, for most people, I mean it's I've had it for a while. Um, you might not have it a hundred percent, but I think it's pretty cool. I've been messing with it like hey, like um. You know I got a meeting coming up with so and so, um, you know, if I want to use one of our like custom gpts etc. There's a lot of really cool you know options there. So go check it out Again. It's right there in the app as part of it the little headphones, and you can go have some fun with that as well. Other things in the news oh yeah, this is really awesome.

Speaker 1:

If you are somebody who's already signed up for the custom GPTs before, awesome. Make sure you get the new links as a part of it. So go check those out. Brian on the team we've done Brian and I has spent a painstaking amount of time to revamp the custom GPTs.

Speaker 1:

If you are not using custom GPTs, they are the future of generative AI and you know. Right now you've got chat, and chat requires you to know how to prompt. When you use custom GPTs, you don't need to know how to prompt. We've already written all the custom instructions on the backend. So if you're trying to book more meetings, a cool one Brian put together was the annual report summarizer. So imagine it just prompts you with all the things on the backend and knows what a salesperson is going to want to see on the backend. So go check out the custom GPT. Sign up. You get a seven day free trial too. So if, for some reason, you don't love it, you know we'll give you your money back, but it's definitely one of the coolest things that we've launched. We've got.

Speaker 1:

Book a meeting with. Help me book a meeting with skill development role-playing meeting analyzer. You know I've put up our meeting summarizer, up against Gong. I think that our custom GBT is better in terms of like, just pulling out, like what's the important parts of the meeting, like writing a better follow-up email, all that stuff. So go check that out. I'm trying to think what some of the other ones are. Let me just go take a quick peek Because we've, like I said, we've really done a good job of like revamping these the book, a meeting with one discovery, meeting prep that's another really popular one. People love that.

Speaker 1:

But again, like what these custom GPTs allow you to do social media, like if you're somebody who's trying to post and to become an industry expert, linkedin, cold call, role playing so go take a look at that. Sign up, it is a no-brainer. If you want to stop prompting, we've got a new onboarding process too that you can basically train it on kind of your company, et cetera, so then you don't have to constantly tell it who you are, et cetera. So go check it out, Sign up. A lot of cool stuff going down there. So that's kind of the in the news stuff. Check out what Claude's doing. Go check out some of the app, the ChatGPT app stuff, which I also think is pretty awesome as a part of it. So and then check out our new custom GPTs.

Speaker 1:

So, knowledge documents. So main topic for today is knowledge documents. So think of custom instructions For those of you. A lot of you are already paying for ChatGPT Competitive deal winner that's one by Brian, and I have been really beaten up. You know how many times are you in a competitive deal where there's a CFO and you're like how are we better than this competition? Or how are we better Like competitive deal winner will literally like do all the work for you.

Speaker 1:

How many of you who are paying for it are using custom instructions? If you're like Jake, what are custom instructions? Custom instructions are the ability to tell either all of your chat GPT chats or specific custom GPTs to always remember certain information. So that's like the gist of it, of what it does, and so think about these like knowledge documents, okay, as the opportunity for you to, instead of having to tell chat GPT or even doing the custom instructions or maybe you have different use cases instead of having to do it over and over and over again, imagine just being able to upload a document or add it to one of your custom GPTs and it always remembers like very specific information, right. So for us, we do a lot of this on the back end with the custom instructions for the custom GPTs as well too.

Speaker 1:

So, again, like, the key is, with knowledge documents, you don't have to start over every time, and I think for a lot of people, like how many of you, is it really annoying where you feel like God, I've got to tell it the exact same thing over and over and over again, right, whether it's your value props, your products, your services, you know. That to me is like, I think, like you know, it's already pretty awesome that you can just drop a link to your product page, but imagine not having to do that as well. Imagine not having to do that as well. So there's one, I mean this one's pretty cool. It's like, basically, it's like a basic, like a link tree, you know, kind of example, and so imagine what I can do is this is for scaled right, so this is like all the important pages that I would want it to go and look at. So understand, whenever you give it a bunch of links, different websites will allow you to crawl things differently, but this is a really good one of like, if I wanted, if I wanted chat dbt to know, like the products that we sell at scale.

Speaker 1:

This is the example of like a link tree example, and so feel free. But again, what it doesn't necessarily do is get to the nuances, right, it's just going to read the pages, say great, and then you know, I guess, do a good, you know, do a decent job of like pulling together, you know what it can find for that. Then the next version of that is basically a more detailed document. Let me I'm going to pull up this example real quick, where what you do is you start to typically and this is the example of it basically start to pull out the relevant information from those pages and again, this is all in just one document, fyi.

Speaker 1:

So this is, you know, for us this is a more general knowledge document that we use for a lot of our own custom GPTs internally. So if we want to be able to, you know, quickly get it up to speed on a buyer persona etc. And whenever you buy the custom GPTs, we actually help you to create a knowledge document as a part of this. So, yeah, that's a pretty important, important part of this. So just think knowledge documents. Why I bring them up is anytime if you find yourself doing repetitive tasks. If you find yourself, you know, always looking at, like you know telling it the same thing over and over again, knowledge documents can really, you know, really help you out.

Speaker 1:

So the other side of knowledge documents is memory, right, and I don't know how many of you started to see chat GPT say, like, oh, adding to memory. So memory is kind of chat gpt's version of like creating knowledge documents on the fly. The thing that I found is that it it doesn't necessarily remember everything you chat. You can teach it to remember something like hey, like by saying you know, if you don't, I would, I would suggest creating a knowledge document. But you could also like do it on the fly, hey, remember that I have celiac disease, for example, right, so whenever I ask for restaurant recommendations or something, make sure they've got options for me, right? That's something that I could tell it. And then the other piece is just to understand what it has committed, because the other thing I'll notice is it will like store random things and I'm like no, no, no, I don't want you to remember that for every chat that was specific to this chat. That would be.

Speaker 1:

My advice is with memory in particular. It doesn't work in custom GPTs, which is kind of a pain in the butt, which is where the knowledge documents can come in. It doesn't replace knowledge documents. It's like a, it's like a lightweight version of it, right? So just think of ChatGPT's memory function as a lightweight, you know, version of that, and all right.

Speaker 1:

Last but certainly not least, is ChatGPT. I mean, I don't know how many of you know this or not. Chatgpt can't read LinkedIn profiles. It's really fucking annoying. Like I really wish that. Like it's so funny.

Speaker 1:

Maybe I've told this story to you guys before, but I had the head of I won't mention the group that she's the head of sales at. This is maybe eight or nine months ago. She's like Jake, I'm doing some of your prompts and I can't. It's not working, and this person may or may not work at LinkedIn. And I was like, yeah, it's because LinkedIn blocks the profile. She's like, oh, he's like, yeah, the company does it.

Speaker 1:

So what we can do is this and we're going to share this kind of prompt of the week with you all right now is there's some LinkedIn prompts that you can use, which is step one is to know quickly how to download a PDF from LinkedIn. It's really really simple. All you have to do I don't know if how many of you know, I mean, I'm sure you've done this before you just go to somebody's LinkedIn profile in the top right corner of your Google Chrome. But you just go to the top right corner, you hit print, print, save as PDF and then that's what you do. It's like pretty straightforward.

Speaker 1:

But these, like these five prompts for the LinkedIn PDF, is something. Really. It can really help you to, like you know, you don't have to use all the prompts at once, but, like hey, like you know, you want to think, like what I want to do with someone's LinkedIn profiles? I want to try to get to understand, like you know, what are the things they're talking about, if they have posts, what are some things they've been posting about, and I can download all of that. You know I can download all that into a PDF and then upload it and go from there. So go, check out these kind of prompts around. Like you know, researching people's LinkedIn pages If you're somebody who wants to, you know, get better up to speed on, you know, how to leverage people's LinkedIn profiles and use AI. Those prompts are really good examples of how to do it, you know again. So I want you to think about when it comes to why you should be attending for this to your coworkers. Staying on top of this is the future of being productive in sales, and so if you're somebody who wants to continue to get better, you have to stay on top of these trends and hopefully, what you're seeing in this series is that we're doing everything that we can to keep you all there and to give you the best insights, to give you what we see, what's working, what's not working in the market as well, too. So that's what I got for you this week Make sure to check out, if you again, if you have not signed up for our custom GPTs, go check them out Honestly.

Speaker 1:

Like. They are really good, like, and the cool part is now you actually don't need to pay for LinkedIn or for a chat GPT premium to use them. You can actually use them in the free version, so you're just paying for the custom GPTs. Also, I'll do just a quick plug. If your company already uses something, so maybe you already use Microsoft Copilot and you want to take some of these best practices, but you don't want to use ChatGPT, please DM me. We've got some opportunities for that as well too. So if you're not a big ChatGPT fan, I don't know why you wouldn't be, but there's still a lot of companies that are very nervous about ChatGPT unnecessarily but I hope that helps a lot of you out there.

Speaker 1:

Go take a look at what we're doing. Like I said for today, think knowledge document, knowledge document. If you find yourself doing things repetitive over and over and over again, there's the link tree style and then there's the like, copy and paste, more detailed style. So go check those out. Think about creating knowledge documents. Mess around with memory. Go check out the app and that's what I've got.

Speaker 1:

That's my latest on AI. Hopefully this little quick hitter, 20 minutes as your kind of daily or weekly dose of AI insights. Thanks for joining us everyone. Make sure if you haven't signed up for the newsletter uh, free resource goes a little bit like nerdier on some of the topics to where, if you're somebody who wants to kind of dive into more of like the latest and greatest, the newsletter is great for that. A couple other links to check out in the show notes as well too, just some different workshops and things that we have available. So make sure, go check those out. And yeah, thanks for for tuning in, thanks for joining us and we will see you all in the next episode.

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Jake Dunlap

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