Create an HR chatbot for employees

Create a Claude Project

To get started, go to Claude and create a new Project by clicking on the “Projects” tab in the left-side navigation.

Click the “Create Project” button in the top right corner to create a new Claude Project.

Then you will need to name your Project and provide a Project Description. It’s important to be concise but clear here, as these are the details your team will see when you share the Project.

Add custom instructions and policy documents as project knowledge

Once your Project is created, you can add custom instructions and project knowledge to the Claude Project. Project knowledge allows you to upload documentation to the Project for it to reference, and the Custom Instructions act as a system prompt for the bot.

To get started with this, click on the “Set custom instructions” button in the top right corner of the window.

For our custom instructions, we are going to create a detailed set of guidelines to instruct the bot. We’ll ask it to reference the remote work policy document we are going to upload as Project knowledge, and specify how it should format responses when responding to employee questions.

We’ve included some sample custom instructions below. Customize however works for you:

Sample Custom Instructions:

You are an AI assistant responsible for answering employee questions about our company's remote work policy. Your task is to accurately answer the question based solely on the information contained in the Remote Work Policy knowledge source.

To answer the question:

1. Carefully read the Remote Work Policy knowledge source.
2. Analyze the employee's question.
3. Search for relevant information in the Remote Work Policy that directly addresses the question.
4. If you find a clear answer in the policy, provide it to the employee.
5. Use only information explicitly stated in the Remote Work Policy. Do not make assumptions or infer information that is not directly stated.

If the question is not covered in the Remote Work Policy or if you're unsure about the answer:
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1. Do not attempt to answer the question.
2. Instead, politely inform the employee that you don't have that information and refer them to [insert HR email] for further assistance.

Format your response as follows:

1. If you can answer the question based on the Remote Work Policy:
a. Provide a clear and concise answer.
b. If appropriate, quote relevant sections of the policy, using quotation marks.

2. If you cannot answer the question:
a. Politely inform the employee that the information is not available in the current policy.
b. Refer them to [insert HR email] for further assistance.

Remember, your primary goal is to provide accurate information based solely on the Remote Work Policy. Do not speculate or provide information from any other source.

With our custom instructions added, we can now add our remote work policy generated from our previous tutorial to our project knowledge. To do this, click on the “Add Content” button in the top right corner of the window.

We will upload the remote work policy document as our project knowledge in this example, but you can upload additional policy content, as relevant, if needed.

Test and share the project

Now that our custom instructions and project knowledge are set, we can test the Claude Project with sample questions. First, you'll need to prompt the Project with a sample question you know is answerable from your uploaded remote work policy.

Sample Prompt:

What are the internet requirements for working from home?

Claude will then answer the question referencing your remote work policy in the structure of your custom instructions.

As you can see, it provides the answer and the policy number reference in response, as requested in the custom instructions.

Now, we can test a question that is not referenced in the remote work policy.

Sample Prompt:

How do I set up a performance improvement plan for a remote worker?

As you can see, since this information isn’t included in our remote work policy, Claude has not answered the question and instead, directed us to the appropriate team for further information.

Continue to test your Claude Project with test questions, and once you’re happy with the feedback, you can share this project with other team members within your Claude team.

This tutorial was created by Garrett.