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.