AI Platform Configuration¶

1. Click your initials (lower-left) → Settings
2. Find "What preferences should Claude consider in responses?"
3. Enter your preferences and click Save

Starter template:

I'm a [your role] in [your industry]. I'm learning to build AI-powered workflows and agents. I prefer concise answers with practical examples. When I ask about technical concepts, explain them in business terms first, then provide the technical details.

For a complete walkthrough, see the cookbook's Claude Personalization Setup Guide.

Official docs: Claude Support — Personalization features

1. Click your profile picture (bottom-left) → Customize ChatGPT
2. Fill in both sections:
   • What would you like ChatGPT to know about you? — your role, industry, what you're working on
   • How would you like ChatGPT to respond? — tone, length, format preferences
3. Click Save

Starter template:

I'm a [your role] in [your industry]. I'm learning to build AI-powered workflows and agents. I prefer concise answers with practical examples. When I ask about technical concepts, explain them in business terms first, then provide the technical details.

Official docs: OpenAI Help — Custom Instructions

1. Go to gemini.google.com → click your profile picture → Settings
2. Find Personalization and review your preferences
3. Gemini automatically builds a profile from your conversations over time

Starter template (paste into your first conversation):

I'm a [your role] in [your industry]. I'm learning to build AI-powered workflows and agents. I prefer concise answers with practical examples. When I ask about technical concepts, explain them in business terms first, then provide the technical details. Please remember this for future conversations.

Official docs: Gemini Help — Personalization in Gemini

If you use Gemini through Google Workspace (work or school account), personalization works differently — your admin controls which features are available.

1. Go to gemini.google.com → Settings
2. Look for Profile — you can set your preferred name, job title, and industry
3. If your admin has enabled it, you can also connect data sources (Outlook, OneDrive, conversation history)

Note: Automated memory may not be available on Workspace accounts. You can manually save preferences by telling Gemini "remember that I prefer..." in conversation.

Official docs: Gemini Enterprise — Configure personalization

1. Click your initials (lower-left) → Settings
2. Find Memory and toggle it on
3. Claude will remember key facts you share across standalone chats

Memory also works per-project — Claude remembers project-specific context separately.

Official docs: Claude Support — Memory and chat search

1. Click your profile picture → Settings → Personalization
2. Toggle Memory to on
3. ChatGPT will now remember relevant details from your conversations

You can view and manage memories at any time: Settings → Personalization → Manage Memory.

Official docs: OpenAI Help — Memory FAQ

1. Go to Settings (gear icon or profile menu)
2. Look for Saved Info or memory-related settings
3. Review and enable as desired

Gemini automatically builds memory from your conversations over time. You can also tell Gemini to "remember that I prefer..." to save specific preferences.

Official docs: Gemini Help — Personalization and memory

If you use Gemini through Google Workspace, automated memory may not be available — your admin controls which features are enabled.

1. Go to Settings → check for any Saved Info or memory options
2. If available, review and enable as desired
3. If not available, you can manually tell Gemini "remember that I prefer..." in conversation — but it may not persist across sessions

Note: Workspace memory features depend on your organization's admin settings. If you don't see memory options, check with your IT admin.

Official docs: Gemini Enterprise — Configure personalization

Claude supports MCP connections across Claude.ai, Claude Desktop, and Cowork.

Claude.ai (web): Connect remote MCP servers and 50+ built-in connectors (Slack, Notion, Google Drive, etc.).

1. Go to Settings → Connectors
2. Browse the connector directory or click Add custom connector to enter a remote MCP server URL
3. Enable connectors per conversation via the + button → Connectors

Claude Desktop: Supports both the connectors above and local MCP servers running on your machine.

1. Install Claude Desktop if you haven't already
2. Connect the Hands-on AI Cookbook MCP server for course reference material:

MCP Server Connection Guide

Cowork: Accesses your connectors, local MCP servers, and file system automatically. No extra setup needed beyond what you've configured in Claude Desktop.

Official docs:

• Claude Support — Custom connectors using remote MCP
• Claude Support — Local MCP servers on Claude Desktop
• Claude Support — Getting started with Cowork

ChatGPT connects to external tools through Connected Apps (plugins and integrations).

1. Click your profile picture → Settings → Connected apps
2. Browse available integrations (Google Drive, Notion, Zapier, etc.)
3. Click Connect on the apps you use

Official docs: OpenAI Help — Apps in ChatGPT

Gemini connects to Google services and third-party tools through Extensions.

1. Go to Settings → Extensions
2. Enable the extensions you want (Google Workspace, Maps, YouTube, Flights, Hotels)
3. Some extensions are on by default for Gemini Advanced users

Official docs: Gemini Help — Extensions