Step 3: Install the Project Instructions
The Project Instructions tell Sage_AI how to work. They are in your Doc, in the tab named Sage_AI Assistant. You copy them as they are. Sage_AI customizes them for your product later.
Find them. Open your copy of the template. Select the tab named Sage_AI Assistant. Scroll down to the heading Project Instructions. The instructions are in a code block under that heading.
Copy them. Point at the code block. Choose the Copy code button in its upper right corner. This copies all of the instructions at once, so do not select the text by hand.
Open your Claude Project. Go to claude.ai/projects and open the Project you set up in step 1.
Paste them. On the Project page, find the Instructions panel and choose its edit button. If the box already holds text, clear it first. Click in the box, paste, and save.
Check the result. The box now starts with the heading Assistant Role and Responsibilities.