AI tool setup

Configure once. Sell from a tool that already knows.

Complete, current setup guides for the AI tools sales work runs on. Every article carries its audience, plan requirements, and the date it was last verified against the live product — because setup content goes stale, and yours shouldn't.

Setup guides

Individual seller
Beginner
11
Claude for sales: Projects, knowledge, and data controls

The one-hour Claude setup for sales: a Project with standing instructions, five knowledge documents, data controls, and the sharing model explained.

Free plan works (five-project maximum)

August 5, 2026

Individual seller
Beginner
10
ChatGPT for sales: instructions, memory, and data controls

Configure reliable seller defaults without turning memory into a CRM or mixing sensitive account context.

Custom Instructions: 1,500 characters on Free and Go; 5,000 on Plus, Pro, Business, Enterprise and Edu. Projects available on free and paid plans; per-project file caps 5 Free, 25 Go/Plus, 40 Edu/Pro/Business/Enterprise.

August 29, 2026

Microsoft Copilot
Legacy guide
Microsoft Copilot for B2B sales: complete setup guide

The current Copilot setup guide. It will be replaced here when the Microsoft Sales agent setup article ships, and this link will redirect.

Where everything lives

Guides

Learn to run one bounded sales task with AI — the decisions, corrections, and judgment.

Learn the task

Best practices

Durable standards for using AI well — true even when the interfaces change.

See the standards

Workflows

Repeatable processes with exact prompt sequences and a defined deliverable.

Run a workflow

Automated workflows

Scheduled, triggered, and agent-executed sales processes.

See automations

Set up, then put it to work

2,900+ vetted B2B sales prompts, ready for the tools you just configured.

Browse the library