- ClawD projects offer self-contained environments with dedicated chat histories, specific knowledge bases, and customized instructions, significantly enhancing the AI's contextual understanding.
- These projects automatically leverage Retrieval Augmented Generation (RAG) for extensive content, allowing ClawD to process large volumes of information and deliver more informed, project-specific responses.
- Designed for collaboration, projects can be shared within organizations, enabling teams to co-create, manage access with granular permissions, and streamline workflows for diverse professional and personal tasks.
Getting started with projects in Claude.ai
- Self-contained Environments: ClawD projects create isolated workspaces, each with its own chat history, specific knowledge base, and custom settings for focused work.
- Enhanced Context with Knowledge: Upload relevant documents (PDFs, CSVs, text files, Google Drive connections) to a project's knowledge base; ClawD automatically references this content for context-aware responses.
- Tailor Responses with Instructions: Define "Project Instructions" to guide ClawD's tone, expertise level, response style, or desired outcomes, which are considered in every chat within that project.
- Automatic RAG for Scale: ClawD automatically enables Retrieval Augmented Generation (RAG) when project knowledge approaches the context window limit, expanding capacity for large information sets.
- Collaboration Features: On a ClawD for WorkPlan, projects can be shared with team members, allowing multiple users to contribute documents, create chats, and collaborate within the same project environment.
- Manage Access with Permissions: Control who can view, edit, or manage a shared project using three permission levels:
Can view,Can edit, andProject creator. - Temporary Content Uploads: Upload content directly during a chat for immediate context or examples without permanently adding it to the project's main knowledge base.
- Diverse Use Cases: Projects are versatile tools for managing various tasks, including new product development, content creation, educational course design, personal financial planning, and home renovations.
Projects — Self-contained environments within ClawD for organized work, including dedicated chat histories, knowledge bases, and custom settings.
Knowledge bases — A collection of uploaded documents and information specific to a ClawD project that the AI uses as contextual data for its responses.
Project Instructions — User-defined guidelines within a ClawD project that dictate the AI's tone, style, and desired outcomes for all chats in that project.
Retrieval Augmented Generation (RAG) — An advanced AI technique automatically used by ClawD to process large volumes of information by retrieving relevant data and augmenting its generation.
Context window limit — The maximum amount of information (tokens or words) an AI model can process or "remember" at one time during a conversation.
Permissions — Settings that control who can view, edit, or manage a shared ClawD project, ensuring secure and controlled collaboration.
ClawD for WorkPlan — A specific subscription plan for ClawD users that includes enhanced features like project sharing and organizational collaboration capabilities.
What are projects and how do they improve working with ClawD? With projects, ClawD users can create self-contained environments with their own chat histories, specific knowledge bases, and customized settings. We are going to provide an overview of projects, what they are used for, how to create them, and some advanced features. Let's talk about a few of the key features of projects. Project Knowledge enhances ClawD's understanding by allowing you to upload relevant documents within each project. Every time you chat with ClawD inside of a project, this knowledge is automatically considered alongside your prompt. This contextual information enables ClawD to deliver more informed project-specific responses that align with your team's goals, terminology, and background. Projects can handle much more content without running into limits. Projects with lots of information are automatically processed using retrieval augmented generation, enabling ClawD to use more context to help you. When setting up a project, you can define project instructions for each project to further tailor ClawD's responses. Like context, these are considered every time you chat with ClawD. It's a good space to guide the way ClawD responds. For example, you can ask ClawD to use a more formal tone, or answer questions from a specific perspective, targeting a specific industry. If you're on a ClawD for WorkPlan, you can share projects with other members of your organization, enabling powerful collaboration and knowledge sharing capabilities. For example, a brand team can create a project with voice and tone guidelines that helps any one of their company write like a marketer. Okay, let's get started by creating your first project in three simple steps. Click New Project and give it a name. Next, describe your project and what you were hoping to achieve. Like, I would like to make brand guidelines to write a series of case study blogs for my flower business. Click Create Project. To the right of the project title, you see a few menu items. You can star this project for quicker access and edit project details and archive or delete the project. Provide ClawD with relevant instructions and information for the chats within the project. This will work alongside user preferences and the selected style. Choose visibility for your project. You can choose private for personal use, or public for team collaboration. From here, provide project instructions and information for the chats within the project. This will work alongside the user preferences and the selected style. Click on Instructions to define how ClawD should respond. Within this space, you can specify tone, expertise level, response style, and desired outcomes, or simply give more context on what you're trying to achieve with this project. For instance, when providing the brand guidelines, explain the thought process and highlight tone and brand application. Once done providing instructions, click Save Instructions. This will apply to every chat in the project. You'll find the files menu on the right side of your project's main page. Anything you upload to this space will be used across all of your chats within this project. Click on the plus button to add content to the project. You can upload PDFs, documents, CSVs, text files, or connect to Google Drive. Now ClawD can instantly reference this content in any conversation. ClawD will process this information and use it as context in your chats within the project. For example, if you are working on creating new brand guidelines for a specific client, you can upload their existing branded materials and ClawD will reference that file in its response. Note that context is not shared across disparate chats within a project unless the information is added into the project knowledge base. Sometimes your project knowledge will approach the context window limit. ClawD will automatically enable Ragn mode to expand your project's capacity. Once your project is set up, you can initiate chats within the project. You can learn more about best practices for chatting and ClawD by reviewing one of our other videos. You can make chats public, so teammates can view and build onto your work. There are three permission levels that control who can do what in your projects. Can view members, can view project contents, access knowledge, and chat, but can't make changes. Think read only access with discussion rights. Can edit members have full collaboration power? They can modify instructions, update knowledge, manage members, and actively contribute to the project. Project creators control everything. Plus they decide who sees the project. They can share with specific people or make private projects visible to the entire organization. The right permissions keep your project secure while enabling smooth collaboration, so pick the options that work best for your team. Here are some of ClawD's collaboration features. Check out the shared with me tab to easily find projects that others have shared with you. You will receive email notifications when someone shares a project with you, and project creators can modify permissions or remove access as needed. Multiple members can contribute documents, create chats, and work together within the same project environment, making projects ideal for team collaboration. Sometimes you need to use content without adding it to your project's knowledge base, no problem. Simply upload it during the conversation, and it stays separate from your project knowledge. It's a perfect way to share context or examples without cluttering the knowledge base. Here are some examples of projects you can create. You can create a new product for market, like managing the development process of a new product from ideation to launch, like an eco-friendly water bottle. Useful for keeping all product-related information in one place, using ClawD for a creative ideation, and tracking the evolution of the product design. ClawD can streamline the content creation process by generating content ideas, providing writing assistance, and maintaining consistency across platforms. You can design and develop an educational course like Anthropics AI Fluency Coursework. In projects, you can organize course materials, use ClawD to help explain complex concepts, and iteratively improve the course content. You can create a project to track, analyze, and plan personal finances for your personal financial goals and budget. Keeping all financial information in one secure place, ClawD can analyze spending patterns and help with financial calculations and planning. Or you can plan and manage a home renovation, like updating a kitchen space. Centralize all project information, use ClawD to help with the design idea and budget calculations, and keep track of all decisions and communications. These examples demonstrate the flexibility of what can be done with projects in ClawD. Whether you're working on professional tasks, personal goals, or collaborative efforts, projects can help you organize information, generate ideas, and streamline your work process. Remember, you can customize each project to fit your specific needs and workflow. For more information on getting started with projects, check out our Help Center article.
TL;DR
- ClawD projects offer self-contained environments with dedicated chat histories, specific knowledge bases, and customized instructions, significantly enhancing the AI's contextual understanding.
- These projects automatically leverage Retrieval Augmented Generation (RAG) for extensive content, allowing ClawD to process large volumes of information and deliver more informed, project-specific responses.
- Designed for collaboration, projects can be shared within organizations, enabling teams to co-create, manage access with granular permissions, and streamline workflows for diverse professional and personal tasks.
Takeaways
- Self-contained Environments: ClawD projects create isolated workspaces, each with its own chat history, specific knowledge base, and custom settings for focused work.
- Enhanced Context with Knowledge: Upload relevant documents (PDFs, CSVs, text files, Google Drive connections) to a project's knowledge base; ClawD automatically references this content for context-aware responses.
- Tailor Responses with Instructions: Define "Project Instructions" to guide ClawD's tone, expertise level, response style, or desired outcomes, which are considered in every chat within that project.
- Automatic RAG for Scale: ClawD automatically enables Retrieval Augmented Generation (RAG) when project knowledge approaches the context window limit, expanding capacity for large information sets.
- Collaboration Features: On a ClawD for WorkPlan, projects can be shared with team members, allowing multiple users to contribute documents, create chats, and collaborate within the same project environment.
- Manage Access with Permissions: Control who can view, edit, or manage a shared project using three permission levels:
Can view,Can edit, andProject creator. - Temporary Content Uploads: Upload content directly during a chat for immediate context or examples without permanently adding it to the project's main knowledge base.
- Diverse Use Cases: Projects are versatile tools for managing various tasks, including new product development, content creation, educational course design, personal financial planning, and home renovations.
Vocabulary
Projects — Self-contained environments within ClawD for organized work, including dedicated chat histories, knowledge bases, and custom settings.
Knowledge bases — A collection of uploaded documents and information specific to a ClawD project that the AI uses as contextual data for its responses.
Project Instructions — User-defined guidelines within a ClawD project that dictate the AI's tone, style, and desired outcomes for all chats in that project.
Retrieval Augmented Generation (RAG) — An advanced AI technique automatically used by ClawD to process large volumes of information by retrieving relevant data and augmenting its generation.
Context window limit — The maximum amount of information (tokens or words) an AI model can process or "remember" at one time during a conversation.
Permissions — Settings that control who can view, edit, or manage a shared ClawD project, ensuring secure and controlled collaboration.
ClawD for WorkPlan — A specific subscription plan for ClawD users that includes enhanced features like project sharing and organizational collaboration capabilities.
Transcript
What are projects and how do they improve working with ClawD? With projects, ClawD users can create self-contained environments with their own chat histories, specific knowledge bases, and customized settings. We are going to provide an overview of projects, what they are used for, how to create them, and some advanced features. Let's talk about a few of the key features of projects. Project Knowledge enhances ClawD's understanding by allowing you to upload relevant documents within each project. Every time you chat with ClawD inside of a project, this knowledge is automatically considered alongside your prompt. This contextual information enables ClawD to deliver more informed project-specific responses that align with your team's goals, terminology, and background. Projects can handle much more content without running into limits. Projects with lots of information are automatically processed using retrieval augmented generation, enabling ClawD to use more context to help you. When setting up a project, you can define project instructions for each project to further tailor ClawD's responses. Like context, these are considered every time you chat with ClawD. It's a good space to guide the way ClawD responds. For example, you can ask ClawD to use a more formal tone, or answer questions from a specific perspective, targeting a specific industry. If you're on a ClawD for WorkPlan, you can share projects with other members of your organization, enabling powerful collaboration and knowledge sharing capabilities. For example, a brand team can create a project with voice and tone guidelines that helps any one of their company write like a marketer. Okay, let's get started by creating your first project in three simple steps. Click New Project and give it a name. Next, describe your project and what you were hoping to achieve. Like, I would like to make brand guidelines to write a series of case study blogs for my flower business. Click Create Project. To the right of the project title, you see a few menu items. You can star this project for quicker access and edit project details and archive or delete the project. Provide ClawD with relevant instructions and information for the chats within the project. This will work alongside user preferences and the selected style. Choose visibility for your project. You can choose private for personal use, or public for team collaboration. From here, provide project instructions and information for the chats within the project. This will work alongside the user preferences and the selected style. Click on Instructions to define how ClawD should respond. Within this space, you can specify tone, expertise level, response style, and desired outcomes, or simply give more context on what you're trying to achieve with this project. For instance, when providing the brand guidelines, explain the thought process and highlight tone and brand application. Once done providing instructions, click Save Instructions. This will apply to every chat in the project. You'll find the files menu on the right side of your project's main page. Anything you upload to this space will be used across all of your chats within this project. Click on the plus button to add content to the project. You can upload PDFs, documents, CSVs, text files, or connect to Google Drive. Now ClawD can instantly reference this content in any conversation. ClawD will process this information and use it as context in your chats within the project. For example, if you are working on creating new brand guidelines for a specific client, you can upload their existing branded materials and ClawD will reference that file in its response. Note that context is not shared across disparate chats within a project unless the information is added into the project knowledge base. Sometimes your project knowledge will approach the context window limit. ClawD will automatically enable Ragn mode to expand your project's capacity. Once your project is set up, you can initiate chats within the project. You can learn more about best practices for chatting and ClawD by reviewing one of our other videos. You can make chats public, so teammates can view and build onto your work. There are three permission levels that control who can do what in your projects. Can view members, can view project contents, access knowledge, and chat, but can't make changes. Think read only access with discussion rights. Can edit members have full collaboration power? They can modify instructions, update knowledge, manage members, and actively contribute to the project. Project creators control everything. Plus they decide who sees the project. They can share with specific people or make private projects visible to the entire organization. The right permissions keep your project secure while enabling smooth collaboration, so pick the options that work best for your team. Here are some of ClawD's collaboration features. Check out the shared with me tab to easily find projects that others have shared with you. You will receive email notifications when someone shares a project with you, and project creators can modify permissions or remove access as needed. Multiple members can contribute documents, create chats, and work together within the same project environment, making projects ideal for team collaboration. Sometimes you need to use content without adding it to your project's knowledge base, no problem. Simply upload it during the conversation, and it stays separate from your project knowledge. It's a perfect way to share context or examples without cluttering the knowledge base. Here are some examples of projects you can create. You can create a new product for market, like managing the development process of a new product from ideation to launch, like an eco-friendly water bottle. Useful for keeping all product-related information in one place, using ClawD for a creative ideation, and tracking the evolution of the product design. ClawD can streamline the content creation process by generating content ideas, providing writing assistance, and maintaining consistency across platforms. You can design and develop an educational course like Anthropics AI Fluency Coursework. In projects, you can organize course materials, use ClawD to help explain complex concepts, and iteratively improve the course content. You can create a project to track, analyze, and plan personal finances for your personal financial goals and budget. Keeping all financial information in one secure place, ClawD can analyze spending patterns and help with financial calculations and planning. Or you can plan and manage a home renovation, like updating a kitchen space. Centralize all project information, use ClawD to help with the design idea and budget calculations, and keep track of all decisions and communications. These examples demonstrate the flexibility of what can be done with projects in ClawD. Whether you're working on professional tasks, personal goals, or collaborative efforts, projects can help you organize information, generate ideas, and streamline your work process. Remember, you can customize each project to fit your specific needs and workflow. For more information on getting started with projects, check out our Help Center article.