Beacon 28 of 30โ–พ
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๐Ÿ  Home ๐Ÿ“‹ Prerequisites
๐Ÿš€ Intro
1Welcome aboard 2How to talk to AI 3Pick your companion
๐Ÿ“ Text & Communication
4Write it better 5Lost in translation? 6Tell your story 7Research like a pro 8Fact or fiction? 9Summarize the world
๐ŸŽจ Image Creation
10Paint with words 11Make it yours 12Design without designer 13Edit like magic 14Style explorer
๐ŸŽฌ Video & Audio
15Your voice, amplified 16Music from nothing 17Caption it 18Moving pictures 19Your AI podcast
๐Ÿ’ป Productivity
20Plan your week 21Tame the spreadsheet 22Never forget a meeting 23Your personal assistant 24Presentations, effortlessly
๐Ÿค– Advanced Tools
25Automate the boring stuff 26Build without code 27AI agents unleashed 28Your custom chatbot 29Connect the dots
๐Ÿ Closing
30Who are you now?
๐Ÿค– Advanced Tools
Beacon 28

Your
Custom Chatbot

"The best assistant isn't the one who does everything โ€” it's the one who knows you."

๐ŸŽฏ What you'll learn

By the end of this Beacon, you'll know how to create a personalised AI assistant inside Claude โ€” one that remembers your preferences, uses your preferred tone, and is always ready to help with a specific task. We're focusing on Claude here because its Projects feature is free to use and genuinely easy to set up. No coding, no setup complexity. Just a conversation and a few settings.

๐Ÿ› ๏ธ Meet the tool

You've already used Claude throughout this course. But there's a feature you might not have noticed yet: Projects.

A Claude Project is your own private space where you can give Claude a custom set of instructions โ€” and it will follow them every time you return. Think of it as hiring a personal assistant and explaining exactly how you'd like them to work.

๐Ÿ‘‰ Go to: https://claude.ai and sign in.

๐Ÿ“Œ What is a Claude Project?

Normally, every new chat with Claude starts fresh โ€” it doesn't remember what you told it last time.

A Project changes that. Inside a Project, you write a short description of who you are, what you need, and how you'd like Claude to respond. From then on, Claude reads those instructions at the start of every conversation in that Project.

It's like a version of Claude that's been tailored just for you.

A few examples of what people use Projects for:

  • A writing assistant that always uses a friendly, casual tone
  • A recipe helper that only suggests meals with five ingredients or fewer
  • A work assistant that knows your job title and the kind of emails you write
๐Ÿ“Œ Setting up your first Project

Here's how to create one:

  1. Open https://claude.ai and sign in
  2. In the left sidebar, look for "Projects" and click "New project"
  3. Give your project a name in the "What are you working on?" field โ€” something like My Writing Helper or Recipe Assistant
  4. In the "What are you trying to achieve?" field, write a short description of what you'd like Claude to help you with
  5. Click "Create project"
  6. Once inside the project, look for "Project instructions" in the sidebar โ€” this is where you add your detailed preferences for how Claude should behave
  7. Save โ€” and you're done

From now on, every chat you start inside this Project will follow those instructions automatically.

๐Ÿ“Œ What makes good Project instructions?

You don't need to write an essay. A few clear sentences are enough. Think about:

  • Who you are โ€” e.g. "I'm a primary school teacher in the UK."
  • What you need help with โ€” e.g. "I mostly need help writing parent newsletters and activity ideas."
  • How you'd like Claude to respond โ€” e.g. "Keep your answers short and friendly. No jargon."

That's genuinely all it takes. Claude is very good at following simple, clear instructions.

๐Ÿงช Try it now
1
Create your Project

Go to https://claude.ai, sign in, and create a new Project. Name it something that makes sense for you โ€” for example, one of these:

  • My travel planner
  • Recipe helper
  • Work email assistant
  • Language learning buddy
  • Daily journaling helper
  • Home organiser
  • Creative writing coach
  • Fitness & wellness helper
  • Budget tracker helper
  • Study partner
2
Write your instructions

In the Project instructions, paste and personalise this ready-made prompt:

Ready-made prompt
I'm [your job or role, e.g. a retired teacher / a small business owner / a busy parent]. I mostly need help with [what you want help with]. Please keep your responses short and friendly. Avoid technical language. If I ask a question, answer directly โ€” don't over-explain.

Change the parts in brackets so they reflect you. Then save the instructions.

3
Start a chat inside the Project

Open a new chat inside your Project and try this:

Ready-made prompt
Hi! Can you introduce yourself and tell me how you can help me based on what you know about me?

Notice how Claude responds differently than it would in a normal chat.

👀 What to notice

When Claude responds to your introduction prompt, look at how it describes what it can help you with.

It won't give a generic answer โ€” it will mention the specific things you wrote in your instructions. If you said you're a busy parent, it'll lean into that. If you mentioned emails, it'll bring that up.

That's the moment it clicks: this version of Claude actually knows a little bit about you. It's not a smarter AI โ€” it's just one that's been given the right context. And context, it turns out, makes a huge difference.

๐Ÿ’ก Good to know

You can have more than one Project. One for work, one for personal use, one for a hobby โ€” each with its own instructions. They stay completely separate.

You can edit the instructions any time. If your needs change, just open the Project settings and update the text. Claude will follow the new version from the next conversation onwards.

Projects are private. No one else can see your instructions or your chats inside a Project.

The free plan supports Projects. You don't need a paid subscription to use this feature.

Other AI tools have similar features. ChatGPT calls them Custom GPTs and they work on a similar idea โ€” but creating your own requires a paid plan. Claude's Projects feature works the same way and is available for free. The details differ, but the concept is the same.

โœ… Beacon complete

You've just built your own personalised AI assistant โ€” one that knows who you are and how you like to work. That's not a small thing.

In Beacon 29 โ€“ Connect the dots, you'll bring together everything you've learned in this course and use it in one real mini-project. A proper full-circle moment. ๐ŸŽฏ

No rush. Come back whenever you're ready. 🙂

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