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AI Basics

How AI works and how to use it well, in 15 short lessons. No technical background needed. Each one ends with something you can try right away.

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What AI actually is

It predicts the next words from patterns. It only knows your business if you tell it.

  1. Who makes the assistants

    Four companies make the four big assistants. Here’s who makes which, and what they have in common.

  2. What a “model” is

    The app you type into and the engine inside it are two different things. The engine changes often.

  3. Five jobs where AI pays off

    Five front-office jobs where an assistant saves a small shop time and money: answer, quote, follow up, get paid, get reviews.

  4. It only knows this chat

    The assistant only sees what’s in the chat right now. Give it your facts, and start fresh for each job.

  5. How each assistant holds context

    How much each assistant reads at once, whether it can see your email, and where to save your business facts.

  6. Tokens: why chats run out

    Tokens are the small chunks of text an assistant reads and writes. Your question and its reply both use them up.

  7. Make your assistant remember you

    Type your business facts once: what memory keeps, where to switch it on, and what never to let it keep.

  8. Know what’s safe to paste

    Swap customer names for roles, keep five things out entirely, and check who else can see the account.

  9. Keep work and personal apart

    Keep work in work sign-ins, not your personal one. Give each person their own login, and sign out on shared devices.

  10. Catch it making things up

    Keep it to your facts, ask what it added or guessed, and check one number yourself before you send.

  11. Write a prompt with six parts

    Six parts make a good prompt: who you are, the job, who it’s for, limits, the facts, and a check.

  12. Teach it your way of working

    A skill is a saved way of working that the assistant follows each time. Get a prompt working first; save a skill later.

  13. Connect it to your email

    A connector is a signed-in bridge to your mail, files, or calendar. It saves pasting, and it sees whatever you can see.

  14. Add-ons without paying twice

    A plugin or add-on gives a product an extra ability. Makers call it different things, so check before paying twice.

Ready to practice? Browse the playbooks.