Build a scheme eligibility chatbot with ChatGPT

Learning Pathway:

AI 201: Domain Specific Tasks

19 June 2026

Build a chatbot that can give you quick answers on your scheme's guidelines.

Person using a laptop to build and manage an AI chatbot, with a chatbot builder interface showing conversation flows, intents, integrations, and customer support queries.

Today's Exercise

Imagine you're a public officer assessing eligibility for a public scheme. Instead of manually checking policy circulars and criteria against a citizen's profile, you can use ChatGPT Enterprise to describe an anonymised case and receive a grounded assessment in minutes.

Let's build a 'Scheme Eligibility' chatbot in 3 simple steps:

Gather your documents
Create a custom GPT
Test it!

Here's what you need for this exercise

Tools and inputs required:

🛠️ Tool	ChatGPT Enterprise (WOG)
🔗 Feature	File Upload · Custom GPTs
📂 Your input	The relevant scheme guidelines or eligibility documents (PDF or Word)

Step 1: Gather your documents

A policy document for a mock support scheme on digital access

☑️ Prepare the policy documents you want the chatbot to reference.

Step 2: Create a custom GPT

Chatgpt interface with the GPTs button highlighted

☑️ Open ChatGPT Enterprise (opens in new tab), and navigate to 'GPTs'.

ChatGPT GPT page, with the create button highlighted

☑️ Select 'Create'.

Custom GPT create page, with the document uploaded and prompt in the chatbox

☑️ In the chat box, upload the policy document, and describe what you want the custom GPT to do. You can use the prompt below.

Ready-to-use prompt

i want this gpt to tell me a member of public's eligibility to the scheme based on the criteria in this policy document.

Screenshot of a custom GPT configuration page for a "Scheme eligibility checker", showing its name, description, instructions, and a preview of the chatbot used to assess scheme eligibility.

☑️ The GPT will be automatically configured. Toggle to the 'configure' page and refine the instructions.

Step 3: Test it!

Screenshot of a custom GPT called "Scheme eligibility checker" evaluating a sample applicant's household details and calculating eligibility based on a mock scheme policy document.

☑️ Test the GPT by chatting in the 'preview' pane. Refine the instructions until you're satisfied with the responses.

Screenshot of a custom GPT preview with a blue arrow highlighting the Create button used to publish the "Scheme eligibility checker" chatbot.

☑️ Once you're happy with your custom GPT, click the 'Create' button.

Screenshot of the “My GPTs” page showing a custom GPT named Scheme eligibility checker listed under “Created by me,” highlighted with a blue box.

☑️ Congratulations! You have created your custom GPT, it remains available under 'My GPTs'.

Now it's your turn to try!

Create a Custom GPT - Gather the current eligibility guidelines for your scheme, and configure a custom GPT.

Test - create an anonymised profile and run it through the prompt.

Check - verify each criterion against the source document and see how the read holds up.

You now have a resuable AI workflow to check a citizen's profile against your scheme's eligibility criteria.

📚Further Learning: Understanding Context Engineering

Creating a Custom GPT is an example of context engineering in practice. Watch this video to learn how context engineering helps shape AI responses and improve outcomes.

📅Following the 12-Week Learning Plan?

Congratulations on reaching Week 8! This guide is part of a 12-week learning plan designed to help you build practical AI skills. You're well on your way to becoming AI fluent.

Preview the 12-Week Learning Plan

12 Week Learning Plan

Week 1	CSDPAI Literacy Module (opens in new tab) OpenAI Academy: AI Foundations Course (opens in new tab)
Week 2	Webinar: Introduction to AI-First Webinar: ChatGPT for CIO teams
Week 3	Webinar: Open AI ChatGPT Foundations What is AI and why does it matter? How do we use AI at work? Introduction to Prompting
Week 4	Webinar: Introduction to AI-First Webinar: OpenAI ChatGPT Applied
Week 5	Using AI responsibly Webinar: OpenAI ChatGPT Today
Week 6	Meeting Minutes with AI Build PowerPoint Decks with AI Build a Policy Q&A Bot for Your Team Choosing the Right AI Model for Your Task OpenAI: CustomGPTs (opens in new tab)
Week 7	Generate a Daily Morning Brief Search SharePoint with AI Summarise Microsoft Teams Conversations Reviewing Submissions (with first-cut feedback) OpenAI: Skills (opens in new tab)
Week 8📍	Analyse Employee Survey Results [HR] Draft Job Descriptions [HR] Use Deep Research for Campaign Strategy [Communications] Social Media Adaptation from Press Releases [Communications] Policy & Eligibility Intepretation with AI [Service Delivery]📍 Compare Vendor Quotes from Your Inbox [Procurement] Approval of Requirement (AOR) Builder [Procurement] Draft Procurement Specifications [Procurement] OpenAI: ChatGPT for any role (opens in new tab)
Week 9	Workflow Mapping & Peer Sharing
Week 10	OpenAI: Applied AI Foundations (opens in new tab)
Week 11	Your AI Playbook
Week 12	AI Tech Festival: AIgniting Action (opens in new tab)
Week 13	CAT Brownbag at Lorong

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