How to teach AI your business, from price list to tone of voice

By Jason Sibley

What this is for, and who it's for

You've probably typed a question into ChatGPT or Claude and got a sensible but generic answer. It doesn't know your prices, your policies or how you talk to customers. So you end up explaining the same things every time.

There's a fix, and it's simpler than it sounds. You write down the basics of your business once, keep those notes somewhere the AI can see them, and it works from them every time. You aren't training the AI. You're giving it reference material, much as you'd hand a new starter a folder on their first day.

This guide is for owners and managers of small businesses in the UK and Ireland who'd like help with customer replies and quotes. You don't need any technical skill. If you can write an email and keep a price list, you can do this.

Which tool to use

Use a Project. Both Claude and ChatGPT have them. A Project is a workspace that holds your notes and your instructions together, so every chat inside it starts already informed.

Claude Projects are available on every account, including free ones. Free accounts can have up to five. Paid plans get extra capacity for larger collections of notes. Sharing a