Introduction

To complete this course and build Custom Agents, you need access to the advanced features of ChatGPT (or Claude). While the free version is great for chatting, it lacks the "engine" required for data analysis and file uploads. Here is how to get set up in minutes.

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Step 1: Create Your Account

  1. Navigate to chatgpt.com in your web browser.

  2. Click Sign Up.

  3. Enter your email address or choose "Continue with Google/Microsoft" (Recommended for easier login).

  4. You will need to verify your phone number. Enter your South African mobile number (+27). You will receive an OTP via SMS.

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Step 2: Upgrade to Plus (The Business Essential)

Why upgrade? You need the "GPT Builder" and "Data Analysis" features for Module 3 and 5.

  1. Log in to your account.

  2. In the bottom left or top left corner, click on "Upgrade Plan".

  3. Select "Plus" (Personal).

  4. Cost: The price is USD $20/month. Depending on the exchange rate, this will deduct approximately R360 – R400 from your account.

  5. Enter your card details (Visa/Mastercard work perfectly in SA).

  6. Tip: If you are doing this for work, save the invoice—it is often a tax-deductible software expense!

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Step 3: Configure Privacy Settings (POPIA Compliance)

Before you type a single word, secure your data.

  1. Click on your Profile Icon (Bottom left/Top right).

  2. Select Settings.

  3. Go to Data Controls.

  4. Look for "Improve the model for everyone" (or "Chat History & Training").

  5. Toggle this OFF if you do not want your chats used to train OpenAI’s future models. Note: In some versions, turning this off disables history. If you need history, consider an Enterprise license later.

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Step 4: Verify "Advanced Data Analysis"

  1. Start a new chat.

  2. Look for the Paperclip Icon in the text box.

  3. If you can see the option to "Upload from Computer," you are ready for Module 3!