How to structure your knowledge base first
Before converting to HTML, make sure your Claude project has clear structure. Each scenario should have:
- What this situation means — how to read the prospect's intent
- The right tone/approach — how to respond (warm, direct, curious, etc.)
- A reply framework — the structure of the reply, not a word-for-word script
- What to avoid — common mistakes for this scenario
If your markdown file is a wall of text, spend 20 minutes organizing it by scenario first. The HTML tool is only as good as the knowledge it's built on.