What projects are for
Claude's project features let you group related conversations and give them shared context, such as instructions and reference documents. Instead of explaining your business from scratch each time, you set it up once and every conversation in the project can draw on it.
Good projects to create
- Marketing: brand voice guide, services list, past posts you liked
- Customer service: policies, FAQs, and reply templates
- Operations: procedures and checklists
- Hiring: job descriptions and interview guides
Write clear project instructions
Tell Claude what the project is for and how to behave. For example: "This project is for writing customer emails for our plumbing company. Use a friendly, professional tone. Never promise specific arrival times or prices."
Upload the right documents
Upload reference material that helps the AI give accurate answers, like your service menu or return policy. Avoid uploading sensitive customer data, and review your account's privacy and data settings first.
Keep documents current
When prices, policies, or services change, update the project documents. Outdated reference material leads to outdated answers.
Review the output
Even with good context, AI can make mistakes. Read everything before sending or publishing.
Start with one
If this is new to you, start with a single project for the task you do most often. Once it saves you time, add others.
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