7 min reading · Practice at your pace
Create a Custom AI Bot and Test Its Instructions
Save a bot for a job you repeat, give it clear instructions and try it with real task facts. Follow the workshop example, then build a meeting-action helper.
Save a useful job for your AI bot
A custom bot saves a role and instructions for a job you repeat. Start with something you can check: a writing helper that preserves supplied facts and lists missing information. Instructions guide replies; they do not train a new model or guarantee correct answers.
A real workshop helper and one time change
Save a bot’s role and instructions for a task you repeat. In this example, a follow-up changes the workshop time while keeping the topic, audience and missing details.
Announcement
Join us for an introductory woodworking session at the Cedar workshop this Saturday at 10:30. There are 12 adult places available.
Unknowns
- Location
- Price
- Speaker
- Learning outcome
- Registration linkWhat the three replies show
| Item | Details |
|---|---|
| Original bot | The first response kept the supplied facts and listed location, price, speaker, learning outcomes and registration as missing. |
| Saved instruction edit | Adding explicit Announcement and Unknowns headings was reflected in a new Chat conversation with the same facts. |
| Focused follow-up | The revised announcement changed the start time to 10:30; the other supplied facts and unknowns remained. |
Choose a bot, Work or a scheduled task
Use a saved bot for reusable role and response instructions. Choose Chat for a direct reply. Give Bot A Job opens a Work task with available tools, permissions and Plus access. Scheduling determines when a request runs; saving a bot alone does not make it run automatically.
1. Give the bot a clear job
Open Bots and choose Create a bot. Complete Name, Purpose, Instructions and Avatar. Use your own instructions or review the suggestions, then choose Create bot.
You are a workshop writing helper. Use only facts supplied in the current request. Return a short announcement and a separate missing-information list. Never invent a venue, price, speaker, learning outcome or registration link. Do not send messages, publish anything or call outside services. If facts conflict, ask about the conflict.2. Use Quick Chat and check the selected bot
Open the bot and choose Quick Chat With Bot for this exercise. Check that its name remains selected in the composer before sending. The ordinary model picker can change the selection; for a saved per-bot preference, inspect Model Defaults in its edit form. Use material you are permitted to share.
Draft a short announcement using only these facts: Cedar workshop, Saturday, 09:15, introductory woodworking, 12 adult places. Location and price are not supplied. List missing details separately. Do not search the web or send/publish anything.Announcement
Join the introductory woodworking session at the Cedar workshop this Saturday at 09:15. This session offers 12 adult places.
Missing Information
- Location
- Price
- Instructor/Speaker
- Learning outcomes
- Registration link or method- Compare Saturday, 09:15, introductory woodworking and 12 adult places with the source facts.
- Confirm unknown details are listed rather than invented.
- Check the complete response, not only the bot name or a confident tone.
3. Save an instruction change and test it
For a bot you own, choose Edit bot, revise the instructions and choose Update. Start a fresh Quick Chat with known inputs. In the example, the new response used the added Announcement and Unknowns headings.
You are a workshop writing helper. Use only facts supplied in the current request. Return a short announcement and a separate missing-information list. Never invent a venue, price, speaker, learning outcome or registration link. Do not send messages, publish anything or call outside services. If facts conflict, ask about the conflict.
Use exactly the headings Announcement and Unknowns. List each missing item separately under Unknowns.Inspect the fresh-chat reply
The task facts stayed the same; this response followed the added heading instruction.
Announcement
Join us for an introductory woodworking session at the Cedar workshop this Saturday at 09:15. There are 12 adult places available.
Unknowns
- Location
- Price
- Speaker
- Learning outcome
- Registration link4. Change today’s facts in the conversation
Keep reusable behavior in the bot and changing event details in the current task. The following request changed only the start time. Recheck both the requested change and the details that should remain.
Change only the start time to 10:30. Preserve Saturday, introductory woodworking, 12 adult places and the headings Announcement and Unknowns. Keep all missing details explicit; do not add facts or search.Try a meeting-action helper
Use the instructions below to make a bot that returns actions, owners and deadlines from your notes.
Use only supplied meeting notes. Return action | owner | deadline. Do not assign an owner or date that the notes do not provide. List unresolved questions separately.Notes: Maya will confirm the room by Thursday. Joshua will share the agenda; no deadline was agreed.
Return the action list.
Then revise only Maya’s deadline to Friday. Preserve both owners and keep Joshua’s deadline unknown.Private bots, accounts and usage
Open Chat with a model available to your account. Models and Credits explain request access and usage.
Custom bot questions
Choose the right kind of assistant and check its actual behavior.
Is creating a bot the same as training an AI model?
No. The bot supplies reusable instructions to the selected model. It does not establish that model parameters were trained, or that every answer will follow the instructions.
Can I share my private bot with other people?
User-created bots are private. The owner’s direct link is not a public sharing permission. Catalog bots and their availability are a separate product surface.
Does a bot automatically remember every chat?
Bot instructions, the current conversation and account Memory are separate. Do not assume another conversation or file is available; supply the facts the task needs.
Why did changing models change my selected bot?
Check the composer after using the ordinary model picker. Use the bot’s Model Defaults controls for saved preferences, then verify the bot is selected before sending.
Do I need Plus to use a custom bot?
Free bot creation is limited and requires an account with an email address. Model eligibility and usage depend on the selected model/account. Giving a bot a Work job requires Plus and applicable credits.
Guides and resources
Find more detail and choose your next step.
Save the meeting-helper instructions first
In Bots, create a private bot or edit one you own using the meeting-helper instructions in this lesson. Save the instructions, then choose Quick Chat With Bot and check that bot is selected before sending the notes below.
Open BotsYour turn
Try a meeting-action bot.
Save the meeting-helper instructions shown below, then use the complete notes to test the bot. Check both owners and missing deadlines before changing Maya’s deadline.
Write a draft and review the checklist.
Your draft saves in this browser. You can leave and come back.
Send the notes to your selected bot
Copy the notes into your bot’s Quick Chat. Check the selected bot and compare the returned action list with the source notes.
These buttons open the product and copy your draft. You choose the mode and send the request yourself.
Open BotsMake one change and check the whole result
Review the first answer, then send this follow-up in the same conversation.
Change only Maya’s deadline from Thursday to Friday. Preserve her room-confirmation action, Joshua’s agenda action and both named owners. Keep Joshua’s deadline unknown. Return the complete action | owner | deadline list and unresolved questions.Check that the requested change happened and the correct facts, format and missing details survived. For a file, open the revised artifact and inspect nearby paragraphs or formulas too.