# How do I make ChatGPT remember my business details in every chat?

> Create a ChatGPT Project with instructions and your price list as sources, then start every chat inside it. Memory is not the tool for this. Free lesson.

Source: https://learn.ynteractive.com/content/questions/how-to-make-chatgpt-remember-my-business · Updated 2026-10-21 · Free from Stepthrough (https://learn.ynteractive.com)

By [Robert Breen](https://learn.ynteractive.com/content/about) · Published October 21, 2026 · Updated October 21, 2026 · 4 min read

Create a [ChatGPT Project](https://learn.ynteractive.com/content/glossary/chatgpt-projects) for your business, write instructions for your tone and rules in its settings, upload your price list and style guide as sources, and start every work chat inside that project. Each [new chat](https://learn.ynteractive.com/content/glossary/new-chat) there already knows your business, which is what you build in the free lesson [ChatGPT Projects: Your Brand Voice in One Place](https://learn.ynteractive.com/content/chatgpt-projects-brand-voice).

Many people try to do this with Memory instead, by telling ChatGPT "remember that our deep clean costs X". Memory is built for small personal facts, it decides what to keep, and you cannot attach a price list to it. A Project holds exactly what you put in, and you can see and edit all of it. [How ChatGPT memory works](https://learn.ynteractive.com/content/blog/chatgpt-memory-how-it-works) and [ChatGPT memory vs custom instructions](https://learn.ynteractive.com/content/blog/chatgpt-memory-vs-custom-instructions) explain the difference in detail.

## What are the steps?

1. **Create the project.** In the sidebar under **Projects**, click **New project** and type your business name.
2. **Choose Project-only memory.** Before you click **Create project**, open the memory setting at the bottom of the box (on some accounts it sits behind a gear icon) and pick **Project-only memory**, so chats here do not mix with your personal chats.
3. **Write the instructions.** Click the **⋯** next to **Share**, then **Project settings**, then the **Instructions** box. Say who you are, the voice, which file to use for prices, and how to sign off. Click **Save**.
4. **Add your files.** Open the **Sources** tab, click **Add sources**, then **Upload**, and pick your price list, [brand voice](https://learn.ynteractive.com/content/glossary/brand-voice) guide or FAQ.
5. **Start chats inside the project.** Use the **New chat in** box on the project page. A chat started from the main sidebar does not see the project.
6. **Check the first answers.** Read prices and policies against your files. When something is off, fix the instructions once, not every chat.

## What does this look like in a real lesson?

In [ChatGPT Projects: Your Brand Voice in One Place](https://learn.ynteractive.com/content/chatgpt-projects-brand-voice), you set up a project for a made-up house-cleaning company. You choose Project-only memory, paste instructions that cover who the company is, its voice, the price list, the brand voice guide and the sign-off, and upload two sources: a price list PDF and a brand voice Word file.

Then you start a chat in the project and paste a customer's request for a 3-bedroom deep clean price. You never mention prices or tone, yet the reply uses the right price from the list, and you click the price line to check it. You go back to the project and start a second, fresh chat: "Write a three-sentence About Us for our website." It comes out in the same voice, again without any explaining.

## Does Claude work the same way?

Yes. Claude Projects hold **Instructions** and files under **Context**. In [Claude Projects: your business, remembered](https://learn.ynteractive.com/content/claude-projects-tutorial), a made-up landscaping company adds its price sheet and warranty policy, and a customer quote comes out with the right prices, the 30-day quote rule and the deposit from the instructions. You then add one rule (every email ends with the office phone number) and every new chat follows it.

The [accounting firm version](https://learn.ynteractive.com/content/claude-project-accounting-firm-fee-schedule) adds a fee schedule and engagement letter terms, and the instructions tell Claude to offer a call instead of giving tax advice by email. It is a good model for any firm with rules about what staff may say in writing.

## Should I make one project or several?

One project per business is the start. If you serve clients with different rules, a project per client keeps their files and chats apart, which [a ChatGPT project for each client](https://learn.ynteractive.com/content/blog/chatgpt-project-for-each-client) walks through.

## What mistakes should I avoid?

- **Relying on Memory for prices and policies.** It is not a reliable store for business facts. Use project files.
- **Starting chats outside the project.** They will not know anything you set up.
- **Uploading client records.** Firm documents like price lists, templates and policies belong in a project. Tax returns, IDs and private client files do not.
- **Letting files go stale.** When prices change, replace the file the same day.
- **Sending a quote unchecked.** Anything with a price or a promise gets read by a person before it goes to a customer.

## Key takeaways

- A Project with instructions and files is how ChatGPT "remembers" your business.
- Choose Project-only memory so work and personal chats stay apart.
- Start every work chat inside the project.
- Claude Projects do the same with Instructions and Context.
- Check prices and promises before anything reaches a customer.

## Frequently asked questions

**Are Projects available on the free ChatGPT plan?**

Yes, Projects are on the Free plan too, with lower limits than paid plans.

**Can ChatGPT remember my business without a project?**

Custom instructions in your settings can hold a short description of your business for every chat. They cannot hold files, so prices and policies still belong in a project.

**What if ChatGPT ignores my instructions?**

Make the rule shorter and more direct, put it near the top, and test again in a new chat in the project. If it uses an old price, check that only the current file is in Sources.

## Learn it hands-on

Free, interactive lessons: you do every step yourself in a practice copy of the real tool, it checks your work as you go, and nothing touches your real accounts.

- [ChatGPT Projects: Keep Your Brand Voice, Files and Instructions in One Place](https://learn.ynteractive.com/content/chatgpt-projects-brand-voice): Set up a ChatGPT Project with your brand voice instructions, your price list and your style guide, so every new chat already knows your business. (about 9 minutes)
- [Claude Projects for Your Business: Instructions, Knowledge and Quotes](https://learn.ynteractive.com/content/claude-projects-tutorial): Create a project for your business, give it instructions for tone and policies, add your price sheet and warranty as project knowledge, and get a… (about 8 minutes)
- [A Claude Project for Your Accounting Firm: Fee Schedule, Engagement Terms and Tone](https://learn.ynteractive.com/content/claude-project-accounting-firm-fee-schedule): Create a Claude project for your accounting firm, give it your tone and client policies, add your fee schedule and engagement letter terms as… (about 9 minutes)

[Start the free lesson](https://learn.ynteractive.com/modules/chatgpt-projects-brand-voice)

## AI tools in this answer

Each one in the Stepthrough AI tools directory: what it does, who it is for and the free lesson where there is one.

[ChatGPT](https://learn.ynteractive.com/content/ai-tools/tool/chatgpt) · [Claude](https://learn.ynteractive.com/content/ai-tools/tool/claude)

[The full AI tools directory](https://learn.ynteractive.com/content/ai-tools)

## Related terms

Plain-English definitions, each with an example from a free lesson.

[ChatGPT Projects](https://learn.ynteractive.com/content/glossary/chatgpt-projects) · [New chat](https://learn.ynteractive.com/content/glossary/new-chat) · [Brand voice](https://learn.ynteractive.com/content/glossary/brand-voice) · [Billable hours](https://learn.ynteractive.com/content/glossary/billable-hours) · [Persistent agent](https://learn.ynteractive.com/content/glossary/persistent-agent) · [Claude Projects](https://learn.ynteractive.com/content/glossary/claude-projects)

[The full AI glossary](https://learn.ynteractive.com/content/glossary)

## Related prompts

- [Firm project instructions draft prompt](https://learn.ynteractive.com/content/prompts/firm-project-instructions-draft-prompt): A prompt that turns your accounting firm's tone, fee rules and client policies into project instructions for Claude or ChatGPT…
- [Overtime and attendance report prompt](https://learn.ynteractive.com/content/prompts/overtime-and-attendance-report-prompt): A ChatGPT prompt for an overtime and attendance report: overtime by person and week, the trend against last period, and items…
- [Sales assistant instructions prompt](https://learn.ynteractive.com/content/prompts/sales-assistant-instructions-prompt): Copy this prompt to write instructions for a sales Custom GPT or ChatGPT Project: voice, structure and the rules that stop…

[All free prompt templates](https://learn.ynteractive.com/content/prompts)

## Related questions

- [How do I get ChatGPT to write like me?](https://learn.ynteractive.com/content/questions/how-to-get-chatgpt-to-write-like-me): Paste two or three of your real past pieces between ### lines, add "copy my style, not the facts", then give it the new job…
- [How do I save a prompt in ChatGPT so I can reuse it?](https://learn.ynteractive.com/content/questions/how-to-save-a-prompt-to-reuse-in-chatgpt): Split the prompt into rules and blanks, put the rules in a ChatGPT Project's instructions and send a one-line request each time…
- [How should a small marketing team start using AI without everything sounding the same?](https://learn.ynteractive.com/content/questions/how-marketers-should-start-with-ai): Write your brand voice down once, store it with real examples in a ChatGPT Project or Claude skill, and edit every draft. A…
- [How do I get ChatGPT to read a PDF?](https://learn.ynteractive.com/content/questions/how-to-get-chatgpt-to-read-a-pdf): Click the + in the message box, choose Add photos & files, pick the PDF and ask for answers with section or page numbers. Free…
- [How do I make ChatGPT show where each fact came from?](https://learn.ynteractive.com/content/questions/how-to-make-chatgpt-show-its-sources): Ask ChatGPT to search the web and cite a source after every fact, mark anything unsourced, then open the citations yourself…
- [How do I use AI to research a topic and cite every source?](https://learn.ynteractive.com/content/questions/how-to-research-a-topic-with-ai-and-cite-sources): Turn on a research mode, write a brief that demands a source for every claim, approve the plan, then open the sources that…

[More questions: How do I...](https://learn.ynteractive.com/content/questions/how-do-i) · [All AI questions](https://learn.ynteractive.com/content/questions) · [All free tutorials](https://learn.ynteractive.com/content)
