Part of the People Ops AI Brain - ← Back to Hub
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TL;DR: Your AI is only as good as the workspace you build around it. Projects, memory, custom instructions, and chat history are the infrastructure that turns generic AI into something that actually knows your company. This guide covers how to set that up in Claude, ChatGPT, Copilot, and anything else you use.
Read time: 15 min | Best for: Anyone starting fresh or resetting after months of messy chat history
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You have been using AI for a few months. You have had some great conversations. Built some useful outputs. Maybe even impressed your team a couple of times.
But here is the thing. Every time you open a new chat, you start from zero. The AI does not remember your company. It does not remember your tone. It does not remember that you spent 45 minutes last Tuesday explaining your performance review process in detail.
All of that context? Gone. Every single time.
This is the default experience for most AI tools. And it is why most People teams get inconsistent, generic outputs. Not because the AI is bad. Because the AI has no memory of who you are, what you do, or how you work.
The fix is not complicated. But most people skip it.
Forget the feature lists. Forget the settings menus. There are only three things you need to get right, and they work the same way regardless of which AI tool you use:
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1. Projects
Organised workspaces that keep your context separated by domain. Your Talent Acquisition work should not bleed into your Employee Relations work.
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2. Memory
Custom instructions, profile settings, and persistent context that tell the AI who you are, how you work, and what good output looks like.
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3. Chat History
How you manage, name, and organise your conversations so you can find things later and build on previous work instead of starting over.
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Get these three right and your AI stops feeling like a stranger you have to brief from scratch every morning. It starts feeling like a colleague who actually knows the context.
Imagine you had one massive folder on your desktop called "Work." Every document, every spreadsheet, every presentation, all in one place. No subfolders. No organisation. Just a pile.
That is what most people's AI looks like. One long list of conversations with no structure. Everything mixed together.