You have a folder connected to Claude (if not, start from Part 1). Now we teach the AI who you are. This turns it from a general chat into an assistant that knows your business, speaks your language and knows who you sell to.
Why this is the most important step
You connected the folder, but Claude still does not know you. This step turns it from a general tool into a personal assistant for your business:
- Claude "remembers" you - you do not need to explain again each time who you are and what you sell.
- Answers in your language - in the tone, the terms and for the target audience you work with.
- Define it once - and it works automatically in every future conversation.
What are we going to prepare?
One simple file called CLAUDE.md that sits in your folder. It is not code. It is plain text that explains who you are. Claude reads it automatically every time and treats it as the "identity card" of your business.
1 Prepare the file - together with Claude
Open Claude on your folder
Open Claude (the same terminal screen as in Part 1), and make sure your folder is connected and shown at the bottom.
Ask Claude to interview you
Instead of sitting in front of a blank page, let Claude lead. Copy this message and paste it into the chat:
Answer the questions - in free-flowing language
Claude will ask you one question after another. Answer naturally, as if you were explaining to a new employee: what you sell, who your customers are, what your tone is, and what is important to you. There are no right or wrong answers.
Claude writes the file - you approve it
At the end of the interview, Claude will write the file and save it in the folder. Go through it. If something is not accurate, just tell Claude to correct it.
Do you want Claude to know not only you, but all the data of your business?
Youleap connects your ERP, CRM and all your sales channels into one source of truth, and runs AI on it that drives sales.
Book a demo →2 Check that it works - the "wow" moment
Ask Claude for something real. For example: "Write a short post for our customers about this month's promotion." Notice how the answer suddenly speaks your language and knows the audience and the products. This is the moment when the AI becomes an assistant for your business.
Summary - what we did
Together with Claude, you built the CLAUDE.md file, the "identity card" of your business. From now on, in every conversation, Claude knows who you are, what you sell and to whom. This was only one file. Imagine what happens when your whole business is connected.