Use casesOctober 4, 20263 min read

Setting up ChatGPT for a team: projects, custom instructions and connectors

Giving a team ChatGPT is easy. Making it consistent, safe and useful takes a little setup. Here is a practical checklist.

By the Halden editorial team

Choose the plan

Match controls to your data.

Business and enterprise plans typically offer admin controls and stronger data protections than personal accounts. Decide which plan fits, and tell people clearly that personal accounts are not for work information.

Share context

Projects and instructions.

Use projects to keep files and instructions together for a body of work, and set organization-level or project-level instructions so tone, format and standards are consistent.

Connect carefully

Connectors expand reach.

Connectors can let ChatGPT read from tools like document stores or calendars. Start with one, read-only, and check what it surfaces before adding more.

Build the habit

Review and learn.

Agree what must be reviewed before it goes to a customer, hold a short monthly share-out of what works, and check the vendor's documentation for current features and limits.

A next step

Turn this into a decision for your organization.

Explore how AI Implementation works with leaders and teams, or start with a short reflection on where you are today.

Explore AI Implementation Take the readiness check

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