In this video, I will show you how to set custom instructions to allow you define how Claude should behave and respond to your prompts. This is useful for establishing tone, expertise areas, knowledge context, and preferred response formats. Also ensuring consistent assistance across all conversations.
✅ First, download the Custom Instructions Template below
✅ Next, log into your Claude account and start a new chat
✅ Upload the PDF and in the chat box, give Claude some context regarding your role and what you'll use Claude for. Ask Claude to update the attached PDF tailored to your specific needs.
✅ Once it responds, check for accuracy and make any edits and copy the instructions
✅ Then, navigate to Settings
✅ Select "General" from the menu options
✅ In the main dialogue box, paste your custom instructions
✅ Save your custom instructions
Claude will now consult these instructions for all future responses. You can edit these at any time, and, of course, provide more specific instructions in Projects (future tutorial on Projects)