AI assistants

Use this page when the main problem is how an assistant product behaves: evidence rules, memory boundaries, or browsing inside ChatGPT, Claude, Gemini, or a similar assistant.

When to use AI assistants

  • Use this page when the work happens inside a chat assistant product, not inside an agent loop or custom API integration.
  • Use it when you need to control assistant source access, memory behavior, browsing, or platform placement.
  • Use it when the same workflow must be configured in ChatGPT, Claude, Gemini, or similar assistant surfaces.

Before you start

  • Know which assistant product you are using and what information it can access.
  • Decide whether the task should use only uploaded material, cited public sources, or no external retrieval.
  • Decide whether the workflow belongs in a chat, Project, Gem, GPT, Skill, Knowledge file, or API setup.