ChatGPT Quick Setup

What You'll Need:

  • Email address
  • Web browser
  • Credit card (for Plus subscription - optional)

Step-by-Step Implementation:

  1. Visit chat.openai.com and click "Sign Up"
  2. Create account using email or Google/Microsoft account
  3. Verify your email address
  4. Start a new chat by clicking the "+" icon in the sidebar
  5. Try these starter prompts to test functionality:
    • "Write a welcome email for new customers of our software platform"
    • "Create a project timeline for implementing a new CRM system"
    • "Help me troubleshoot why our customer conversion rate dropped 15% last month"

Integration with Workflow:

  • Save responses as templates in your document management system
  • Share chat links with team members for collaboration (ChatGPT Plus only)
  • Use the mobile app for on-the-go assistance

Verification Check:

✓ Can you create new chats?
✓ Are responses relevant to your prompts?
✓ Can you access previous conversations in history?