Choose the connection mode
Use WebView for the familiar Claude experience or API mode where supported and configured.
Confirm the account
Sign in to the intended provider account, especially when you use separate personal and business accounts.
Build focused context
Attach the exact source material and constraints needed for the current task.
Review long outputs
For strategy, documents, or analysis, verify claims and preserve source references.
Save the result
Capture the approved output and important decisions so the project does not depend on one chat history.
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