An AI assistant can support a business with recurring tasks such as marketing, customer communications, research, administration and document creation.

In this practical workshop, participants will learn how to create a customised AI assistant that understands their business, customers, services and preferred style of communication. Participants will identify a suitable business use case and build an assistant they can continue using after the course.

Learning Outcomes

By the end of the workshop, participants will be able to:

• Understand how customised AI assistants work.
• Identify a suitable use case within their business.
• Create clear instructions for an AI assistant.
• Provide relevant business information and supporting documents.
• Test and improve the assistant’s responses.
• Use the assistant safely and effectively in everyday work.

Topics Covered

• What an AI assistant is and how it can support a small business.
• Identifying suitable tasks and workflows.
• Choosing an AI platform.
• Creating effective instructions.
• Adding business context, documents and reference material.
• Building assistants for marketing, administration, customer service or sales.
• Testing, refining and troubleshooting.
• Protecting confidential and personal information.
• Fact-checking and human review.
• Developing a practical implementation plan.

Please Note:

By booking this course you agree to share your booking details with the trainer.

Trainer descriptor:

This course is delivered by Content Plan who have a highly experienced team with a shared focus on helping organisations succeed through clear, practical digital and AI support. They’re experienced trainers combine digital expertise with real-world understanding, making it easier to turn plans into action.

*If you have not received a link by the afternoon on the date the course is due to start, please check your email spam and/or junk folder for the course provider’s correspondence.