Set up Claude once, and every chat gets better.
- Turn off "help improve our AI models" to add a layer of privacy.
- Fill in Instructions for Claude, under Settings and Account, with what you do and how you want answers written.
- If you are not sure what to write, ask Claude to interview you and draft the instructions for you.
- Turn on memory so Claude can remember things between chats.
- Create a Project for each area of your life, such as work, personal, and health, so your chats stay organized like separate notebooks.
- Skills, connectors, and plugins live under Customize, and you can add them later as you need them.
Example: A business manager tells Claude, "I run operations for a small company. Keep answers concise and flag risks," and every new chat starts with that context.