How to create a Claude AI chatbot that responds solely based on your own documents

We are going to explain how to create a chatbot with AI Claude that respond solely based on your own documents. Thus, if you have reliable sources of information or you want to work or make requests around them, you will be able to have everything you ask based only on them.

This is something that we have already taught you how to do with NotebookLMa much more specialized service in this. But if Claude is your artificial intelligence Mainly, you should know that you will also have the option to do so. you just need a project and the proper instructions to be able to do it.

First you have to prepare the sources

The first step you will have to take will also be the most tedious: choose the fonts you want to use so that the AI ​​relies on it when responding to you. These sources must be text files or PDFs, including images. They can be in documents in any language.

The ideal for this is save the sources you find in a folderand then upload them all at once. You will also have an option to write texts by hand to use as a font.

You can also ask Claude to help you searching for PDF files on specific topics on the Internet, although it is best that you personally choose the sources that you consider the most reliable.

Keep in mind that we are going to ask the IAA not to seek information beyond the sources we give them, although there will always be the possibility of doing so. In any case, it is best to complete as complete a knowledge base as possible. You will also be able to upload new files whenever you want.

Create your bot with custom fonts

The first thing you have to do is enter Claude, and enter the section Projects. Projects allow you to create a separate workspace where you can organize related conversations, and upload reference documents or give personalized instructions.

In here, you have to create a new project. This project is the one we are going to use to upload documents and make the AI ​​respond only with the data in them. To create it, give it a name and a description. This will not affect the operation of the project, it will only help you distinguish it from the others you have created.

Now, you have to upload the documents you want to use as sources in the section of Files. You can upload documents in PDF, DOC and many more formats, you can upload them from Google Drive or other services that you have linked, or even write the text manually. Take some time to upload all the documents you need.

Now, you have to edit the section Instructions to explain to Claude that in this project you just want me to use the documents for reference. For that, we have used this prompt:

“All answers to questions and requests made in the chats of this project will be sought only in the content of the files.

ONLY the files can be used.

In the event that something is asked that does not appear in the files, Claude must say that the answer is not in the files, and ask if I want to look it up on the Internet. By default, the Internet is not used, and it can only be used with explicit consent each time you go to search.”

As you can see, in this prompt we tell him several times that you only want to use the information in the documents when you ask him a question. We have also specified that if you do not find the answer in the documents, tell us, and that before you start searching for information on the Internet outside of the information we have given you, ask us for permission.

Now all you have left is ask Claude any questions and requests you wantand will compose them using the information you have given him as a source. You can ask him specific questions, travel itineraries, and even ask him to ask you trivia games. Although for the latter remember that we told you how to create a test game from PDF files also with Claude.

And as we have told you, if we ask him something that does not appear in the files we have uploaded, Claude will tell you. In the end, we have programmed your instructions for that. In addition, it will also ask us for permission to search for the information on the Internet. It will not do this proactively so that we can know that the information is within the documents.

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