Key Takeaways

Estimated time: 3 minutes

  • Configuration (Project, instructions, knowledge sources) happens before a conversation starts and pays off across every future conversation in that Project — prompting (Module 2) only pays off within the current one
  • Choose uploaded knowledge for fixed reference material and connectors for sources that keep changing; curate knowledge sources deliberately, since they compete for the same context budget as everything else in a conversation
  • Project-level instructions should carry durable, generalized behavioral guidance — not the specifics of whichever task was top of mind when the Project was first set up
  • Configuration needs periodic maintenance precisely because it fails quietly — stale knowledge or instructions degrade every future conversation without any single moment flagging the problem