All Workshops

September 4, 2026

Customize + Onboard your AI: Instructions, Tone, and Memory Setup

In this AI Workshops session, Forum3 AI specialist Kait Smith shows how to onboard ChatGPT or Claude so it works your way. She covers six habits, including treating the AI like a new hire, correcting it in the moment, starting narrow, keeping instructions current, and defining done, and shows where custom instructions live in each platform.

Kait walks through a tone and voice loop that ends with saving the result as a reusable skill, recommends one owner for any shared skill, and demonstrates asking Claude to interview her about what she is working on. The Q&A covers workflows versus agents and the difference between chat, work and Codex.

Viewers leave with a plan to write their own instructions, run the tone and voice loop, and package what they learn into a skill.