Welcome to Claude

Your comprehensive guide to getting the most out of Claude Teams — whether you're brand new to AI assistants or migrating from ChatGPT.

Switch from ChatGPT
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Getting Started with Claude

Everything you need to know to start your first conversation.

What is Claude?

Claude is an AI assistant built by Anthropic. It's designed to be helpful, harmless, and honest. With your pay.com.au Teams account, you get access to the most capable Claude models, shared team projects, integrations with your existing tools, and a 200,000-token context window — that's roughly 500 pages of text in a single conversation.

Your First 5 Minutes

1

Log in at claude.ai

Use your pay.com.au email. SSO should log you straight in. You'll land on the main chat interface.

2

Start a conversation

Type in the message box and press Enter (or click the send arrow). Claude will respond in real-time. It's that simple.

3

Upload files if needed

Click the paperclip icon to attach PDFs, images, spreadsheets, code files, or documents. Claude can read and reason about them directly.

4

Try an Artifact

Ask Claude to create something — a document, a chart, a piece of code, or a diagram. It'll appear in a preview panel alongside the conversation that you can iterate on.

5

Explore Projects

Click "Projects" in the left sidebar to see shared team projects. These let you give Claude persistent context (documents, instructions) so it understands your work without re-explaining every time.

Pro tip: Claude works best when you're specific about what you want. Instead of "help me with this report", try "Review this quarterly report draft and suggest improvements to the executive summary, focusing on clarity for a non-technical audience."

Where to Access Claude

🌐

claude.ai (Web)

The main interface. Works in any browser. Full access to all features including Projects, artifacts, and file uploads.

🖥️

Desktop App

Available for Mac and Windows. Same features as the web, plus keyboard shortcuts and system-level integration.

📱

Mobile App

iOS and Android. Great for quick questions, voice input, and reading Claude's responses on the go.

🔗

Integrations

Your Teams plan includes Google Drive, Gmail, Slack, and Microsoft 365 connectors — Claude can search and reference your existing work.

Chat vs Cowork vs Code

Claude has three distinct modes, each designed for different kinds of work. Here's how they compare:

ChatCoworkCode
What it isThe standard conversation interface — ask questions, get answersA background research and task mode — Claude works independently while you do other thingsA command-line tool for developers — Claude works directly in your codebase
Best forQuick questions, writing, analysis, brainstorming, document reviewDeep research, long-running tasks, monitoring topics, drafting complex documentsWriting and editing code, debugging, refactoring, working across files in a repo
Whereclaude.ai, desktop app, mobile appclaude.ai, desktop appTerminal, VS Code, JetBrains IDEs
Who it's forEveryone — no technical setup neededEveryone — no technical setup neededEngineers primarily, but anyone who wants to build things — no coding experience required
InteractionBack-and-forth conversation in real timeYou give a task, Claude works in the background and checks in when doneClaude reads and edits files directly, runs commands, and iterates on code
Not sure which to use? Start with Chat for everyday tasks. Try Cowork when you need Claude to go deep on something while you focus elsewhere. Use Code if you're working in a codebase and want Claude as a hands-on coding partner. Each mode has its own dedicated section in this guide.

Key Terms

TermWhat It Means
Context windowThe amount of text Claude can "see" in a single conversation. Your Teams plan gives you 200K tokens — roughly 500 pages of text.
TokensThe units Claude uses to process text. A token is roughly ¾ of a word. Both your messages and Claude's responses count toward the context window.
Markdown fileA plain text file (usually ending in .md) that uses simple formatting like # headings and **bold**. Claude can read and digest markdown files quickly — they're the preferred format for giving Claude instructions, documentation, and structured context.
ArtifactA piece of content Claude creates in a side panel — documents, code, diagrams, spreadsheets — that you can preview, iterate on, and download.
ProjectA shared workspace where you give Claude persistent instructions and reference documents, so it understands your work without re-explaining every time.
CLAUDE.mdA markdown file placed in a project or repository that gives Claude Code persistent instructions and context about how to work with your codebase.
Switching from ChatGPT

Switching from ChatGPT

If you've been using ChatGPT, here's what to expect. The transition is smooth — most things are better, a few are different.

What's the Same

The core experience is familiar: you type a message, the AI responds. You can have multi-turn conversations, upload files, and ask follow-up questions. If you can use ChatGPT, you can use Claude — the learning curve is minimal.

What's Better in Claude

CapabilityWhat You'll Notice
Instruction following Claude is significantly better at following complex, multi-part instructions precisely. If you ask for a specific format, tone, length, or set of constraints — Claude sticks to them. Less "creative reinterpretation" of what you asked for.
Writing quality Claude produces more natural, less "AI-sounding" prose. It's less likely to use filler phrases, forced enthusiasm, or unnecessary bullet points. Great for drafting emails, reports, and customer-facing content.
Long documents Claude's 200K context window — one of the largest available — means it can process larger documents and maintain coherence across longer conversations. Upload an entire policy document or codebase and ask questions about it.
Coding & technical work Claude is consistently top-rated for software engineering in developer surveys. Excels at debugging, code review, writing tests, and explaining technical concepts.
Nuanced reasoning Claude is better at acknowledging uncertainty, presenting balanced perspectives, and not hallucinating confidently. It's more likely to say "I'm not sure" when it genuinely isn't.
Projects (vs GPTs) Claude Projects are more flexible than custom GPTs. You upload knowledge files, set custom instructions, and share across the team — without needing to "build" anything. Think of them as persistent, context-rich workspaces.

What's Different (Not Worse, Just Different)

FeatureChatGPTClaude
Image generation Built-in via DALL-E Not built-in. Use separate tools (Canva, Midjourney, etc.) or ask Claude to write image prompts for those tools.
Web browsing Built-in browsing Web search is available on Teams. Claude can search the web and cite sources.
Plugins / GPT Store Large marketplace of custom GPTs Claude uses Projects + integrations instead. More structured, better for teams. Connectors for Google Drive, Slack, etc. are built in.
Voice mode Advanced real-time voice Voice input available on mobile. Dictate prompts and listen to responses on the go.
Memory Remembers across chats Claude has memory too — it learns preferences and context over time. You can also import your ChatGPT memories directly. Projects add a second layer of structured, team-shareable context.
Migration tip: If you had useful custom GPTs, recreate them as Claude Projects. Upload the same reference documents and write similar instructions. Most people find Projects more powerful once they get used to them.

Terminology Cheat Sheet

ChatGPT TermClaude Equivalent
Custom GPTProject (with custom instructions + knowledge)
GPT-4o / latest modelsClaude Sonnet 4.6 / Claude Opus 4.6 (model selector in chat)
CanvasArtifacts (side panel for documents, code, diagrams)
Instructions / System PromptProject Instructions (or per-chat system prompt via API)
ChatGPT PlusClaude Teams (your plan)
Explore GPTsBrowse connectors / integrations
Import Your Data

Key Features

A comprehensive tour of what's available on your Teams plan.

📁 Projects — Your Persistent Workspaces

Projects let you give Claude persistent context so it doesn't start from zero each time. Think of a Project as a briefing folder that Claude reads before every conversation.

What you can do:

  • Upload knowledge files — PDFs, docs, spreadsheets, code. Claude will reference these in every conversation within the project.
  • Set custom instructions — Tell Claude its role, tone, constraints, and how to respond. E.g., "You are a compliance advisor for Australian payment regulations."
  • Share with teammates — Projects have role-based permissions: private, view-only, or full edit access.
  • Organize by function — Create separate projects for different workstreams: "Marketing Campaigns", "API Documentation", "Compliance Reviews", etc.

Example for pay.com.au: Create a "Payment Regulations" project, upload APRA and ASIC guidelines, and set instructions like "Always cite the relevant regulation section when answering compliance questions." Now anyone on the team can ask compliance questions and get contextual, referenced answers.

✨ Artifacts — Live Content Preview

When you ask Claude to create substantial content — a document, code, a chart, a diagram — it appears in a dedicated panel alongside the conversation. This is an Artifact.

What Artifacts support:

  • Documents and reports (rendered Markdown)
  • Code (syntax-highlighted, with a copy button)
  • React components and HTML pages (live preview!)
  • SVG graphics and diagrams
  • Mermaid flowcharts and sequence diagrams

Key advantage: You can iterate on artifacts conversationally. Say "make the table wider" or "add a section on risk factors" and Claude updates the artifact in place. You're editing collaboratively without switching tools.

🔍 Web Search

Claude can search the web to find current information. This is useful for research, fact-checking, looking up recent events or documentation, and finding competitors' latest moves.

Claude will automatically search when it determines the question needs current information, or you can explicitly ask it to "search for" something.

📎 File Uploads & Analysis

Upload files directly into any conversation. Claude can read and reason about:

  • PDFs — contracts, reports, regulatory documents, invoices
  • Images — screenshots, diagrams, photos of whiteboards, charts
  • Spreadsheets — CSV, Excel files for data analysis
  • Code files — any programming language
  • Documents — Word docs, text files, markdown

You can upload multiple files at once and ask Claude to compare, summarize, extract data, or answer questions across all of them.

🎨 Styles — Customize Claude's Voice

Styles let you control how Claude writes. Instead of re-explaining your preferences every time, set a style and Claude will consistently match it.

Built-in styles: Concise, Explanatory, Formal — quick presets for common needs.

Custom styles: You can create your own. Paste a sample of writing you like and Claude will learn from it, or describe the tone, structure, and conventions you want. Useful for maintaining a consistent brand voice across the team.

🔗 Integrations — Connect Your Tools

Your Teams plan includes connectors for the tools you already use:

  • Google Drive — search and reference docs, sheets, and slides
  • Gmail — search emails for context
  • Google Calendar — check schedules and meeting context
  • Slack — reference channel discussions and messages
  • Microsoft 365 — OneDrive, Outlook, Teams integration
  • GitHub — pull in code repositories and issues

These connectors let Claude pull in context from your existing work without you needing to copy-paste or upload manually.

🏢 Enterprise Search

Teams plan includes a dedicated search project that provides unified knowledge access across your connected tools. Think of it as an internal search engine powered by Claude — ask a question and it searches across your Google Drive, emails, Slack messages, and other connected sources to find the answer.

🧠 Extended Thinking

For complex problems, Claude can use "extended thinking" — a mode where it reasons through the problem step-by-step before responding. This is especially useful for:

  • Complex analysis or multi-step problems
  • Code debugging and architecture decisions
  • Legal or regulatory interpretation
  • Mathematical or financial calculations

You can see Claude's thinking process, which also helps you verify its reasoning.

Prompting Guide

Getting Great Results

Claude is powerful, but the quality of your output depends on the quality of your input. Here's how to prompt effectively.

The Golden Rules

🎯

Be Specific

Tell Claude exactly what you want: the format, length, audience, tone, and what to include or exclude. Specificity beats cleverness every time.

📋

Give Context

Claude doesn't know your business unless you tell it. Share relevant background: who this is for, why you need it, what's been tried before.

📐

Show, Don't Just Tell

Include an example of what good output looks like. One example is worth a thousand adjectives describing what you want.

🔄

Iterate

Your first prompt doesn't have to be perfect. Start broad, then refine. "Make the tone more formal" or "Add a section on risks" — Claude adapts quickly.

Before & After Examples

❌ Vague prompt
Write me an email about the new feature.
✅ Specific prompt
Write an announcement email to our customer partners about our new instant settlement feature. Tone: professional but warm. Length: 200-300 words. Include: what it is, when it launches (April 15), how to enable it, and a CTA to contact their account manager. Avoid technical jargon — these are small business owners.
❌ Vague prompt
Analyse this data.
✅ Specific prompt
I've uploaded our Q1 transaction volume data (CSV). Please: 1. Summarise the key trends (month-over-month growth, top 5 customer categories) 2. Flag any anomalies or unexpected patterns 3. Compare March to the same month last year 4. Present findings in a table format suitable for our board deck If anything is unclear in the data, ask me before proceeding.
❌ Vague prompt
Help me with this code.
✅ Specific prompt
I'm getting a 500 error on our payment webhook endpoint (Node.js/Express). I've attached the error log and the handler code. Please: 1. Identify the root cause 2. Explain why it's happening 3. Provide a fix with the corrected code 4. Suggest any defensive improvements to prevent similar issues

Power Techniques

Use role-setting to focus Claude's expertise

Start your prompt (or set in Project instructions) with a role. This focuses Claude's knowledge and tone:

"You are a senior compliance analyst specialising in Australian payment regulations (APRA, ASIC, AML/CTF Act). When I ask questions, cite the relevant regulatory framework and flag any areas of ambiguity."

"You are an experienced technical writer. Help me document our API endpoints in a clear, developer-friendly style with code examples in Python and cURL."

Ask Claude to think step-by-step

For complex problems, ask Claude to reason through it before giving an answer:

"Think through this step by step before giving me your recommendation."

"Walk me through your reasoning, then provide the final answer."

This dramatically improves accuracy on multi-step problems, financial calculations, and strategy questions.

Use structured output formats

Tell Claude exactly how to structure its response:

"Format your response as: Summary (2-3 sentences), Key Findings (bullet points), Recommended Actions (numbered list with owner and deadline for each), Risks (brief paragraph)."

Claude is excellent at following format specifications. If you need JSON, CSV, a table, or a specific template — just describe it or paste an example.

Give Claude permission to push back

Claude is trained to be helpful, which sometimes means it'll give you what you asked for even if the ask isn't quite right. Give it permission to challenge you:

"If you think my approach has flaws, tell me directly before proceeding."

"If this question is based on a wrong assumption, correct me."

This is especially valuable for strategy, technical architecture, and financial decisions.

MCP — Model Context Protocol

Claude for Your Team

Practical use cases tailored to each department at pay.com.au.

Marketing Use Cases

Content Drafting

Blog posts, customer case studies, email campaigns, social media copy. Claude writes naturally and avoids the "AI slop" tone. Set up a Project with your brand guidelines and tone of voice for consistent output.

Competitive Analysis

Ask Claude to research competitor payment platforms, summarise their positioning, and identify gaps in their messaging you can exploit. Use web search for the latest intel.

Campaign Planning

Brief Claude on a campaign objective and let it draft a full campaign plan: target segments, channel strategy, messaging matrix, content calendar, and KPIs.

SEO & Content Strategy

Keyword research, content gap analysis, meta description writing, and structuring articles for search. Upload your existing content and ask Claude to identify opportunities.

Landing Page Copy

Feed Claude your product brief and target audience. Get back headline options, benefit-led body copy, CTAs, and FAQ sections — all in your brand voice. Iterate until it lands.

Email Sequence Writing

Design multi-touch email nurture sequences. Claude drafts the full series — welcome, education, activation, re-engagement — with subject lines, preview text, and send timing recommendations.

Customer Comms & Announcements

New feature launches, pricing changes, compliance updates. Claude drafts customer-facing communications that are clear, professional, and tailored to the audience segment.

💡 Example prompt
I need to write a case study about how [Customer X] increased checkout conversion by 23% after switching to pay.com.au. Here are the key stats and a quote from their CEO. Write it in our brand voice (professional, Australian, no jargon). Structure: headline, summary, challenge, solution, results, quote callout. 600-800 words.

Product Use Cases

PRDs & Feature Specs

Describe a feature idea and let Claude draft a structured PRD with problem statement, user stories, requirements, success metrics, and edge cases. Iterate in conversation.

User Research Synthesis

Upload interview transcripts, survey results, or support tickets. Ask Claude to identify themes, extract key quotes, build personas, and prioritise opportunities.

Roadmap Prioritisation

Describe your backlog items and ask Claude to apply RICE, ICE, or MoSCoW scoring. It'll create a prioritised table with reasoning for each ranking.

Stakeholder Updates

Feed Claude your sprint notes and let it draft weekly updates tailored to different audiences — execs get a high-level summary, engineering gets technical detail.

Competitive Intelligence

Ask Claude to compare a competitor's feature set against yours, identify positioning gaps, and draft a battlecard. Use web search for the latest product changes and pricing.

Release Notes & Changelogs

Paste a list of shipped tickets or a git log. Claude writes customer-facing release notes — grouped by theme, jargon-free, with clear benefit statements for each change.

Metrics Deep-Dives

Upload dashboards or metric exports. Claude identifies what moved, what didn't, and what to investigate. Great for preparing your weekly product review or board metrics pack.

💡 Example prompt
Write a PRD for a "Scheduled Payments" feature that lets customers set up recurring charges for their customers. Include: problem statement, target persona (subscription-based customers), user stories, acceptance criteria, technical considerations (idempotency, retry logic, timezone handling), and success metrics. Flag any regulatory considerations for Australian stored-value regulations.

Technology Use Cases

Code Generation & Review

Write new code, review existing code for bugs and security issues, refactor for readability, and generate tests. Claude handles Python, TypeScript, Go, SQL, and virtually any language.

Debugging

Paste error logs, stack traces, or problematic code. Claude identifies root causes, explains why the issue occurs, and provides fixes with context.

Architecture & Design

Discuss system design decisions, evaluate trade-offs, and get Claude to diagram architectures (as Mermaid diagrams in artifacts). Great for payment flow design, API architecture, and scaling decisions.

Documentation

API docs, runbooks, onboarding guides, ADRs (Architecture Decision Records). Upload code and let Claude generate comprehensive documentation.

Security Reviews

Paste code or point Claude at a PR. It checks for injection vulnerabilities, auth bypasses, PCI compliance issues, and data exposure risks — then grades each finding by severity.

Incident Response

During an incident, pipe logs into Claude for rapid root-cause analysis. Afterwards, it drafts the post-incident report: timeline, root cause, impact, remediation steps, and action items.

Database & Query Optimisation

Paste a slow query and the table schema. Claude explains the execution plan, suggests indexes, rewrites for performance, and flags N+1 patterns in your ORM usage.

Note for engineers: You also have access to Claude Code — a command-line tool that lets you delegate coding tasks directly from your terminal. It's included with your Teams plan.

Finance Use Cases

Financial Analysis

Upload spreadsheets and ask Claude to analyse trends, calculate ratios, compare periods, and flag anomalies. It can build summary tables and charts as artifacts.

Report Drafting

Monthly board reports, investor updates, budget narratives. Give Claude the numbers and context, and it drafts professional commentary.

Regulatory Research

Questions about APRA requirements, AML/CTF obligations, PCI DSS compliance, or AFSL conditions. Upload regulatory documents into a Project for persistent reference.

Modelling Assistance

Describe a financial model and Claude can help build formulas, validate logic, stress-test assumptions, and document the model for audit.

Settlement Reconciliation

Upload settlement files and transaction records. Claude matches entries, flags discrepancies, calculates variance, and produces an exceptions report. Turn hours of manual matching into minutes.

Policy & Contract Review

Upload a vendor contract, partnership agreement, or policy document. Claude summarises key terms, flags unusual clauses, compares against your standard templates, and highlights risks.

BAS & Tax Prep Support

Upload your categorised expenses and revenue data. Claude helps identify deductible items, flags missing categories, cross-checks GST calculations, and prepares the narrative summary for your accountant.

Important: Claude is not a licensed financial adviser. Use it as an analytical tool to speed up your work, but always apply your own professional judgement to outputs, especially for regulatory or compliance matters.

Data Team Use Cases

SQL & Query Writing

Describe what you need in plain English and Claude writes the SQL. It handles CTEs, window functions, complex joins, and optimises for performance across Databricks, BigQuery, PostgreSQL, etc.

Data Exploration

Upload a dataset (CSV/Excel) and ask Claude to profile it — distributions, nulls, outliers, correlations, and data quality issues. Great for getting familiar with a new data source.

Visualisation

Ask Claude to create charts using Python (matplotlib, seaborn, plotly) or directly as HTML/SVG artifacts. From quick bar charts to publication-quality figures.

Statistical Analysis

Hypothesis testing, A/B test analysis, trend detection, cohort analysis, and anomaly detection. Claude explains the methodology and interpretation alongside the results.

Pipeline Debugging

Paste dbt errors, Airflow logs, or pipeline failure traces. Claude identifies the root cause, explains the data flow, and suggests fixes — including schema changes and dependency issues.

Data Dictionary & Documentation

Point Claude at a schema or table list. It generates a data dictionary with column descriptions, data types, relationships, known quirks, and example queries for common use cases.

Stakeholder Data Requests

When someone asks "can you pull the numbers on X?" — describe the request to Claude and get back a query, a summary table, and a plain-English interpretation ready to paste into Slack.

💡 Example prompt
Write a Databricks SQL query that shows daily transaction volume and GMV by customer category for the last 90 days, with a 7-day rolling average. Use a CTE for the base data, handle timezone conversion from UTC to AEST, and optimise for our Delta Lake transactions table (~500M rows). Use Spark SQL syntax where needed.

Operations & Customer Support Use Cases

Response Drafting

Paste a customer query and let Claude draft a response. Set up a Project with your support playbook, FAQs, and tone guidelines for consistent, on-brand replies.

Process Documentation

Turn tribal knowledge into written SOPs. Describe a process verbally and Claude structures it into a clear, step-by-step document with edge cases and escalation paths.

Ticket Analysis

Upload a batch of support tickets and ask Claude to categorise them, identify top issues, spot trends, and recommend process improvements.

Training Materials

Create onboarding docs, FAQ sheets, and training guides for new team members. Claude can generate quizzes and assessment questions too.

Escalation Summaries

Paste a long ticket thread and Claude distils it into a concise summary for engineering or management: what happened, what was tried, what the customer expects, and the urgency level.

Customer Onboarding Checklists

Generate customised onboarding checklists for new customers based on their plan, industry, and integration type. Include setup steps, compliance requirements, and go-live criteria.

Knowledge Base Updates

After resolving a new type of issue, describe the resolution to Claude. It drafts a help article in your standard format — with screenshots guidance, troubleshooting steps, and related articles.

Sales Use Cases

Proposal & Pitch Drafting

Feed Claude the prospect details and let it draft a customised proposal, pitch email, or presentation talking points. Upload your proposal template as a Project for consistency.

Prospect Research

Ask Claude to research a prospect company — their business model, payment needs, current providers, and recent news. Great for pre-call prep.

Objection Handling

Describe a common objection ("We're locked into a 2-year contract with Stripe") and Claude drafts talk tracks with responses, competitor comparisons, and value propositions.

Deal Summaries

After a meeting, dump your notes and let Claude create a structured summary with next steps, key decision-makers, timeline, and risk factors.

ROI Calculators

Give Claude the prospect's current processing volume, fees, and pain points. It builds a customised ROI comparison showing savings, points earned, and payback timeline on pay.com.au.

Follow-Up Emails

After a demo or discovery call, describe what was discussed. Claude drafts a personalised follow-up that references their specific needs, recaps value props, and includes a clear next step.

Win/Loss Analysis

Paste notes from closed deals (won or lost). Claude identifies patterns — what resonated, where you lost them, which objections came up most — and suggests adjustments to your pitch.

Claude Code

Claude Code

An agentic tool that lives in your terminal, IDE, desktop app, and browser. Describe what you want to build in plain English — Claude Code creates it, from quick prototypes to production code.

Who is this for? Engineers will get the most day-to-day use out of Claude Code, but it's for anyone who wants to build things. You don't need to be a developer — if you can describe what you want, Claude Code can build it. Internal tools, dashboards, automations, landing pages, data scripts — the barrier to entry is curiosity, not coding experience. It's available on both Standard and Premium seats on your Teams plan.

What Claude Code Actually Does

Think of Claude Code as a builder you can talk to. Describe what you want in plain English and it figures out the plan, creates the code, and verifies it works. For developers, that means reading entire codebases, editing across multiple files, running tests, managing git, and creating pull requests. For everyone else, it means you can prototype and build things from scratch that would normally require a developer.

🚀Prototype from scratch
📂Reads entire codebases
✏️Multi-file editing
🧪Runs & fixes tests
🔀Git commits & PRs
🐛Debugging & tracing
🔧Runs shell commands
📝Generates docs
🔗MCP integrations
🤖Multi-agent workflows
🌐Web search & browse
Scheduled tasks
🔄CI/CD automation

Installation & Setup

Claude Code is available on every major platform. Choose the setup that matches your workflow:

💻 Terminal (Recommended for full power)

The full-featured CLI. Install with one command:

Terminal
# macOS / Linux / WSL $ curl -fsSL https://claude.ai/install.sh | bash # Windows PowerShell > irm https://claude.ai/install.ps1 | iex # Then start in any project: $ cd your-project $ claude

You'll be prompted to log in on first use. The native installer auto-updates in the background. Alternatively, install via Homebrew (brew install --cask claude-code) or npm.

System requirements: macOS 10.15+, Ubuntu 20.04+/Debian 10+, or Windows 10+ (via WSL or Git Bash). 4 GB RAM minimum.

🟣 VS Code / Cursor Extension

Search for "Claude Code" in the VS Code Extensions view (Cmd+Shift+X). Install, then open Command Palette (Cmd+Shift+P) → "Claude Code: Open in New Tab".

The extension provides inline diffs, @-mentions for files and symbols, plan review, and full conversation history — all without leaving your editor. Also works in Cursor.

The VS Code extension is one of the most popular agentic AI tools in the marketplace.

🧩 JetBrains (IntelliJ, PyCharm, WebStorm)

Install the Claude Code plugin from the JetBrains Marketplace. Provides interactive diff viewing and selection context sharing. Restart your IDE after installing.

🖥️ Desktop App

A standalone app for running Claude Code outside your IDE. Review diffs visually, run multiple sessions side by side, schedule recurring tasks, and kick off cloud sessions. Available for macOS (Intel + Apple Silicon) and Windows.

Download from claude.ai, sign in, and click the Code tab to start.

🌐 Web (No Local Setup Required)

Run Claude Code entirely in your browser at claude.ai/code. Great for kicking off long-running tasks and checking back when they're done, working on repos you don't have locally, or running multiple tasks in parallel. Also available on the Claude iOS app.

Essential Commands & Shortcuts

Claude Code CLI
# Start an interactive session $ claude # Start with a specific task $ claude "refactor the auth module to use JWT tokens" # Continue your most recent session $ claude -c # Resume a named session $ claude -r "payment-gateway-refactor" # Pipe input for analysis $ tail -200 app.log | claude -p "find anomalies in these logs" # Git diff review $ git diff main --name-only | claude -p "review for security issues" # Auto mode (Claude decides permissions) $ claude --permission-mode auto
Slash Command (in session)What It Does
/helpShow all available commands
/clearClear conversation context (start fresh without exiting)
/compactCompress conversation to save context window space
/scheduleCreate a recurring scheduled task (PR reviews, dep audits, etc.)
/loopRepeat a prompt on an interval within the current session
/desktopHand off current session to the Desktop app for visual diff review
/teleportPull a web/mobile session into your local terminal
/reviewReview staged changes or a specific PR
/costShow token usage and costs for the current session

CLAUDE.md — Your Project's Instruction File

Drop a CLAUDE.md file in your project root and Claude Code reads it at the start of every session. This is how you encode your team's standards, conventions, and context without repeating yourself.

CLAUDE.md
# pay.com.au — CLAUDE.md example ## Project Overview This is the pay.com.au payment gateway platform. Backend: Node.js (Express), TypeScript. Frontend: React, Next.js. Database: PostgreSQL via Prisma ORM. Infrastructure: AWS (ECS, RDS, SQS). ## Coding Standards - All new code must be in TypeScript (strict mode) - Use Prisma for all database operations (no raw SQL) - API endpoints follow RESTful conventions - Error handling: always use our AppError class - Test coverage: minimum 80% for new modules ## Key Commands - Build: npm run build - Test: npm run test - Lint: npm run lint:fix - DB migrate: npx prisma migrate dev ## Architecture Notes - Payment processing goes through PaymentService - All webhook handlers are in /src/webhooks/ - Feature flags managed via LaunchDarkly - PCI-sensitive data never logged to stdout
Pro tip: Claude Code also builds auto memory as it works — saving learnings like build commands, debugging insights, and project quirks across sessions without you writing anything. It gets smarter the more you use it.

Hooks — Automated Guardrails

Hooks are shell commands that fire automatically on specific events inside Claude Code. Use them for anything that must always execute — they guarantee consistent enforcement regardless of what Claude decides to do.

Pre-commit Hooks

Auto-run linting, formatting, or security scans before Claude creates any commit. Ensures every commit meets your team's standards without relying on Claude to remember.

Post-edit Hooks

Run Prettier, ESLint --fix, or other formatters after every file edit. Code is always formatted correctly, automatically.

File Protection

Prevent Claude from editing sensitive files (environment configs, production credentials, migration files) with hooks that block edits to specified paths.

Notification Hooks

Send a Slack message or trigger a webhook when Claude completes a long-running task, so you don't need to watch the terminal.

MCP — Connect Claude Code to Your Tools

The Model Context Protocol (MCP) is an open standard that lets Claude Code talk to external services. Your CLAUDE.md files, settings, and MCP servers work across all surfaces (terminal, IDE, desktop, web).

📋

Jira / Linear

Read tickets, update status, log work. Ask Claude to "pick up JIRA-1234 and implement it" — it reads the ticket, writes the code, and links the PR.

💬

Slack

Reference channel discussions for context. Mention @Claude in Slack with a bug report and get a pull request back.

📁

Google Drive

Pull in design docs, specs, and architecture diagrams directly into your coding session as reference context.

🎨

Figma

Read design files and translate them into code. Claude can inspect components, extract styles, and build pixel-accurate implementations.

Multi-Agent Workflows

For large-scale changes, Claude Code can orchestrate multiple agents working in parallel. A lead agent researches the codebase, decomposes the work into independent units (typically 5-30), presents a plan for your approval, then spawns background agents in isolated git worktrees. Each agent implements its unit, runs tests, and opens a pull request.

💡 Example: Large refactor
Migrate all our API endpoint handlers from callbacks to async/await. Research the codebase first, create a plan, then execute in parallel. Each agent should handle one file, run tests after changes, and open a separate PR. Don't touch the webhook handlers — those need manual review.

CI/CD & Automation

Claude Code integrates directly into your CI/CD pipelines:

GitHub Actions

Automate PR reviews, issue triage, and code review on every pull request. Claude comments with suggestions, flags security issues, and can auto-fix lint errors.

GitLab CI/CD

Same automation capabilities for GitLab workflows — merge request reviews, pipeline failure analysis, and automated fixes.

Scheduled Tasks

Run Claude on a schedule: morning PR reviews, overnight CI failure analysis, weekly dependency audits, or syncing docs after PRs merge. Cloud scheduled tasks run even when your machine is off.

Pipe & Script

Claude Code follows Unix philosophy. Pipe logs in, chain with other tools, use in shell scripts. Fully composable with your existing automation.

Real Workflows for pay.com.au

Prototyping & Building from Scratch

You don't need an existing codebase to use Claude Code. Point it at an empty folder and describe what you want — it builds the whole thing.

"Build me a dashboard that shows our daily settlement volumes"

Describe the dashboard you need and Claude Code builds a fully working web app — charts, filters, responsive layout, the lot. Perfect for product managers, ops leads, or anyone who needs a quick internal tool without waiting for an engineering sprint. Iterate by talking: "add a date range picker", "make the chart show weekly trends instead".

Terminal
$ claude "build a dashboard that shows daily settlement volumes as a bar chart, with filters for merchant and date range. Use React and Recharts."
"Turn this spreadsheet into an internal web tool"

Got a spreadsheet you share around the team for tracking something? Give it to Claude Code and it'll turn it into a proper web app with search, sorting, and filtering — something that's easier to use and share than passing around an Excel file. Great for operations, finance, or anyone managing data in spreadsheets.

Terminal
$ claude "take merchant-onboarding-tracker.csv and build a web app with a searchable table, status filters, and summary stats at the top"
"Create a landing page for our new product launch"

Need a polished landing page quickly? Describe the sections, tone, and content — Claude Code produces a complete, responsive page ready to deploy. Marketing and product teams can prototype campaign pages, feature announcements, or partner-facing content without touching a design tool or waiting for a developer.

Terminal
$ claude "build a modern landing page for our new instant settlements feature. Hero section, 3 benefits, merchant testimonial quotes, and a CTA. Match pay.com.au branding."

Engineering Workflows

"Write tests for the payment processing module"

Claude Code reads the module, understands the business logic, generates comprehensive unit and integration tests, runs them, fixes any failures, and commits the result. It'll cover edge cases like idempotency, retry logic, and error handling — things that are tedious to write manually.

Terminal
$ claude "write comprehensive tests for src/services/PaymentService.ts, run them, fix any failures, and commit"
"Debug this webhook timeout in production"

Pipe your logs directly into Claude Code. It'll trace through the codebase, identify the root cause (e.g., a missing await on a database call causing the webhook to timeout), explain why it's happening, implement the fix, add a test for the regression, and open a PR.

Terminal
$ tail -500 /var/log/webhooks.log | claude -p "identify the root cause of these timeouts and fix it"
"Add a new API endpoint for customer settlement reports"

Describe what you need and Claude Code handles the full vertical: Prisma schema update, migration, service layer, controller, route registration, validation middleware, tests, and API documentation. It follows the patterns already established in your codebase because it reads your CLAUDE.md and existing code.

Terminal
$ claude "add a GET /api/v2/customers/:id/settlements endpoint that returns paginated settlement reports with date range filtering. Follow existing patterns, add tests, and create a PR."
"Review this PR for security issues"

Point Claude Code at a PR and it'll do a thorough security review — checking for injection vulnerabilities, authentication bypasses, PCI compliance issues, improper error handling that could leak sensitive data, and more.

Terminal
$ claude "review PR #247 for security issues, especially around PCI compliance and data handling"
"Update all dependencies and fix breaking changes"

One of those tasks everyone puts off. Claude Code updates your package.json, resolves conflicts, reads changelogs for breaking changes, updates your code to match the new APIs, runs your full test suite, and opens a PR with a detailed summary of what changed.

Terminal
$ claude "update all npm dependencies to latest, fix any breaking changes, run tests, and commit"

Cross-Surface Workflow

One of Claude Code's best features is that sessions aren't locked to a single surface. You can start a task in your terminal, hand it off to the desktop app for visual diff review, continue on your phone while commuting, or kick off a long task on the web and pull it into your IDE later.

I want to...Use this
Continue a session from my phoneRemote Control — access any local session from another device
Start on web, finish in terminal/teleport — pulls a web session into your local environment
Review diffs visually/desktop — hands off to the Desktop app
Route bugs from Slack to PRs@Claude in Slack — mention Claude with a bug and get a PR
Push events from Discord/Telegram/webhooksChannels — route external events into Claude Code sessions

Getting Started Checklist

Cowork

Cowork

Delegate knowledge work to Claude from your desktop. Hand off a task, get a polished deliverable back — while you focus on what matters.

Who is this for? Cowork is for everyone — Marketing, Finance, Product, Ops, Sales. Anyone who drafts documents, analyses data, researches topics, or fills out reports. It's currently in research preview and included with your Teams plan. No Premium seat required.

What Cowork Actually Does

Think of Cowork as a capable analyst sitting at the desk next to you. You describe a task — "draft a board report from this data", "research what our competitors announced this quarter", "reconcile this settlement file" — and Cowork takes over. It reads your files, browses the web, operates your desktop, and delivers a finished result. You review, refine, and ship.

🖥️Works on your desktop autonomously
📂Reads & creates local files
🧠Remembers context across sessions
Schedules recurring tasks
🖱️Computer use (operates your screen)
📱Phone ↔ desktop continuity
📊Drafts presentations & reports
📈Analyses data & spreadsheets
📋Fills out forms & templates
🌐Web research & browsing

Getting Started

1

Download the Claude Desktop App

Cowork runs inside the Claude desktop app. Download it from claude.ai/download — available for Mac and Windows.

2

Sign in with your pay.com.au email

SSO logs you straight in. You'll land on the main Claude chat interface.

3

Open the Cowork tab

In the desktop app, switch to the Cowork tab. This is where you assign tasks that Claude works on autonomously — reading files, browsing, and operating your desktop as needed.

4

Assign your first task

Describe what you need in plain language. Attach any reference files. Be specific about the deliverable format you want — "a 2-page PDF summary", "a formatted Excel sheet", "a slide deck with 10 slides". Claude takes it from there.

See Cowork in Action

Use Cases for pay.com.au

"Draft a board report from raw data"

Hand Cowork a spreadsheet of quarterly metrics and a brief on what the board cares about. It reads the data, identifies trends, writes the narrative commentary, formats it into your standard template, and delivers a polished report. You review the numbers, tweak the framing, and it's done.

"Research a competitor's latest moves"

Ask Cowork to research what a competitor payment platform has launched recently. It browses their website, reads press releases, checks their changelog, and delivers a structured summary — what they launched, how it compares to your offering, and where the gaps are. Great for pre-meeting prep or quarterly competitive reviews.

"Prepare a customer onboarding pack"

Give Cowork the customer details and your onboarding template. It fills in the customer-specific information, assembles the welcome documentation, generates the setup checklist, and packages everything into a folder ready to send. What used to take 45 minutes takes 5.

"Reconcile a settlement file"

Point Cowork at a settlement CSV and your transaction records. It reads both files, matches entries, flags discrepancies, calculates variance, and produces a reconciliation summary with the exceptions highlighted. The Finance team's new favourite trick.

"Create a presentation from meeting notes"

After a strategy meeting, dump your raw notes into Cowork. It organises the content into a logical flow, writes clear slide titles and bullet points, adds structure (agenda, key decisions, next steps, owners), and delivers a presentation-ready document. You decide the format — Google Slides, PowerPoint, or a formatted PDF.

Tips for best results:
  • Be specific about the deliverable format — "a 2-page PDF", "an Excel file with pivot tables", "a 10-slide deck"
  • Provide reference files or examples of what good output looks like
  • Start with smaller tasks to learn Cowork's strengths, then scale up
  • Use scheduling for recurring reports or checks — Cowork runs them even when you're offline
FAQ

Import Your ChatGPT Data

Don't start from zero. Move your memories, custom instructions, and conversation history from ChatGPT into Claude in minutes.

Option 1: Import Your Memories (60 Seconds)

This is the fastest way to bring your personalised context across. Claude will learn who you are, your role, preferences, and working style — the same things ChatGPT had stored about you.

1

Clean up your ChatGPT memories first

Go to ChatGPT → Settings → Personalization → Memory → Manage. Review the list and delete anything outdated — old job titles, defunct projects, preferences that have changed. This prevents stale data polluting your Claude experience.

2

Extract your memories from ChatGPT

Paste this prompt into ChatGPT:

📋 Paste this into ChatGPT
List every memory you have stored about me. Include all personal details, preferences, instructions, projects, tools I use, work context, communication style, and anything else you've learned. Output everything in a single code block, with each entry on its own line formatted as: [category] - memory content Preserve my exact wording where possible. Be exhaustive — include everything, even if it seems minor. Confirm at the end that you've listed all stored memories.
3

Import into Claude

In Claude, go to Settings → Capabilities → Memory and click "Start import". Alternatively, look for the "Import memory to Claude" card on the home screen and click "Get started". Paste your exported text and click "Add to memory".

4

Review and wait

Claude extracts key information and stores it as individual memory edits. You can review these via "Manage edits". Updated memory is typically visible within 24 hours.

Note: Memory import is available on Pro, Max, and Teams plans. It's still marked as experimental. Claude's memory focuses on work-related topics and may not retain purely personal details. You can always edit or remove individual memories later.

Option 2: Export Your Custom Instructions

If you had custom instructions set up in ChatGPT, you can bring those across too.

1

Copy your ChatGPT instructions

Go to ChatGPT → Settings → Personalization → Custom Instructions. Copy the contents of both fields: "What would you like ChatGPT to know about you?" and "How would you like ChatGPT to respond?"

2

Add to a Claude Project

Create a new Claude Project (or edit your default one) and paste your instructions into the Project Instructions field. Adapt the language slightly — Claude responds well to direct, clear instructions rather than the two-field format ChatGPT uses.

Option 3: Import Full Conversation History

If you have important past conversations with context you want to preserve, you can export your full ChatGPT history.

1

Request your data export

Go to ChatGPT → Settings → Data Controls → Export Data → Confirm Export. OpenAI will email you a ZIP file (usually within a few hours, can take up to 7 days). The download link expires after 24 hours.

2

Upload to a Claude Project

Extract the ZIP and find conversations.json. Upload this file to a Claude Project as a knowledge file. Claude can then search and reference your past conversations for context.

Limitations to be aware of: DALL-E images won't appear in exports. ChatGPT Team/Enterprise workspace conversations can't be exported by individual users. Advanced Voice Mode sessions aren't included. The conversations.json file can be very large — if it exceeds Claude's upload limit, consider uploading only the most relevant conversations.

What You Don't Need to Migrate

Some things are better rebuilt fresh in Claude rather than imported:

Key Features

MCP — Model Context Protocol

MCP is an open standard that lets Claude connect to your tools, databases, and services. Think of it as giving Claude secure, direct access to the systems you already use — no copy-pasting required.

What is MCP?

Instead of manually copy-pasting data into Claude's chat window, MCP servers expose resources (files, database rows, API responses) and tools (write a file, run a query, make an HTTP request) that Claude can access directly during a conversation. It's the difference between telling Claude about your data and letting Claude see your data.

🔌

How It Works

MCP servers run locally or in the cloud and act as bridges between Claude and your tools. Claude sends requests through the MCP protocol, the server translates them into API calls, and returns the results. All data stays within your control.

🌐

The Ecosystem

Over 1,000 community-built MCP servers are available in the official registry. From databases to design tools to cloud providers — if there's a tool, there's probably an MCP server for it.

🔐

Security Model

MCP servers run with the permissions you grant. Credentials are stored locally (never sent to Anthropic). You control exactly which tools and data Claude can access, and can revoke access at any time.

Where MCP Works

SurfaceMCP Support
Claude Desktop AppFull support. Configure in Settings → Developer → MCP Servers. Reads config on startup.
Claude.ai (Web)Supported on Pro/Teams plans. Built-in connectors for Google Drive, Slack, GitHub, etc.
Claude Code (Terminal)Full support. Configure in .mcp.json at your project root or in ~/.claude/settings.json.
Claude Code (VS Code)Inherits MCP config from project or user settings. Works seamlessly in-editor.

MCP Servers Relevant to pay.com.au

📋 Jira / Atlassian — Ticket & Project Management

What it does: Claude can read Jira tickets, create issues, add comments, transition statuses, search with JQL, and access Confluence pages — all without leaving the conversation.

Example use cases:

  • "Pick up JIRA-1234, read the description, implement the feature, and link the PR to the ticket"
  • "Search for all open bugs assigned to me and summarise them"
  • "Create a Confluence page documenting the new settlement API"
💬 Slack — Team Communications

What it does: Claude can search Slack channels, read message threads, and post messages. Great for pulling context from team discussions into your work.

Example use cases:

  • "What did the team discuss about the settlement feature in #engineering last week?"
  • "Post a summary of today's deployment to #releases"
  • In Claude Code: mention @Claude in Slack with a bug report and get a pull request back
📁 Google Drive — Documents & Sheets

What it does: Search and read files from your connected Google Drive. Claude can reference specs, reports, spreadsheets, and documents without you uploading them manually.

Example use cases:

  • "Find the Q1 customer report in Drive and summarise the key metrics"
  • "Pull the API spec from our shared drive and check if the implementation matches"
🐙 GitHub / GitLab — Code & Repos

What it does: Read issues, PRs, code, and repository metadata. Create branches, commit code, and open pull requests. Automate code review.

Example use cases:

  • "Review PR #247 and leave comments on any security concerns"
  • "Read issue #89, implement the feature, and open a PR"
  • Automated PR review on every push via GitHub Actions
🗄️ PostgreSQL / Database — Direct Data Access

What it does: Connect Claude to your database for read access. Claude can explore schemas, run queries, and analyse data directly.

Example use cases:

  • "How many new customers onboarded last month? Break down by category."
  • "Show me the schema for the transactions table and suggest indexes for our most common queries"

Security note: Configure with read-only credentials. Never give write access to production databases through MCP.

📊 PostHog — Product Analytics

What it does: Query product analytics, view dashboards, check experiments, review session replays, and analyse feature flag usage.

Example use cases:

  • "What's the checkout conversion rate this week vs last week?"
  • "Show me session replays where users dropped off at the payment step"
  • "How is the new settlement UI experiment performing?"
🎨 Figma — Design Files

What it does: Read design files, inspect components, extract styles, and generate code from designs. Great for bridging the design-to-code gap.

Example use cases:

  • "Look at the new checkout flow in Figma and build the React components"
  • "Extract the colour palette and spacing from our design system"

Setting Up an MCP Server

MCP servers are configured via JSON. Here's how it works in different environments:

.mcp.json (project root — for Claude Code)
{ "mcpServers": { "github": { "command": "npx", "args": ["-y", "@modelcontextprotocol/server-github"], "env": { "GITHUB_PERSONAL_ACCESS_TOKEN": "${GITHUB_TOKEN}" } }, "postgres": { "command": "npx", "args": ["-y", "@modelcontextprotocol/server-postgres"], "env": { "DATABASE_URL": "${DATABASE_URL}" } } } }
Security best practice: Never commit credentials directly in .mcp.json. Use environment variable references (${GITHUB_TOKEN}) and store actual values in .claude/settings.local.json (add this to your .gitignore). This keeps secrets out of version control.

Built-in Connectors vs. MCP Servers

MethodBest forSetup effort
Built-in connectors Google Drive, Gmail, Slack, Microsoft 365 One-click in Claude settings. No technical setup needed. Available to all team members on the Teams plan.
MCP servers Databases, Jira, Figma, custom APIs, dev tools Requires JSON config and possibly npm packages. More flexible but more technical. Best set up by engineering and shared via project config.
Skills Library

Skills Library

Skills are reusable, shareable workflows that make Claude an expert at your team's specific tasks. Think of them as playbooks that anyone on the team can invoke with a slash command.

What is a Skill?

A skill is a markdown file (SKILL.md) that contains instructions Claude follows when performing a specific task. When you invoke a skill (either with a /slash-command or by describing a task that matches its description), Claude loads those instructions and executes the workflow. Skills encode your team's best practices, templates, and domain expertise so everyone gets consistent, high-quality output.

📋

Consistent Quality

Instead of each person writing their own prompts for common tasks, a skill ensures everyone gets the same high-quality output format, structure, and approach.

Instant Expertise

A new team member can use /write-spec and get a PRD that follows your exact template and standards — without knowing the template exists.

🔄

Shareable via Git

Skills are just markdown files in your repo. Commit them to .claude/skills/ and every team member with Claude Code automatically gets them.

🎯

Auto-triggered or Manual

Skills can be invoked explicitly (/review-pr) or triggered automatically when Claude detects a matching task. You control when and how they activate.

How a Skill File Works

.claude/skills/review-pr/SKILL.md
--- name: review-pr description: Review a pull request for code quality, security issues, and adherence to team standards. Use when someone asks for a code review or PR review. --- # PR Review Skill When reviewing a pull request, follow this checklist: ## Security - Check for SQL injection, XSS, and CSRF vulnerabilities - Verify authentication/authorization on all endpoints - Ensure no PCI-sensitive data is logged or exposed - Check for hardcoded credentials or API keys ## Code Quality - Verify TypeScript strict mode compliance - Check error handling uses AppError class - Ensure new code has test coverage ≥ 80% - Verify Prisma is used for all DB operations ## pay.com.au Standards - All API endpoints follow RESTful conventions - Webhook handlers are idempotent - Feature flags used for all new user-facing features - Settlement amounts use BigDecimal (never floats) ## Output Format Provide findings as: 1. 🔴 Critical — must fix before merge 2. 🟡 Suggestion — recommended improvement 3. 🟢 Note — informational, no action needed

Skills We Already Have

Your Teams plan comes with a library of pre-built skills across key domains. These are available to everyone:

DomainSkillWhat it does
Product/write-specWrite a feature spec or PRD from a problem statement
/synthesize-researchSynthesise user research into structured insights
/roadmap-updateCreate or reprioritise a product roadmap
/stakeholder-updateGenerate tailored updates for different audiences
Marketing/draft-contentBlog posts, emails, social, case studies, landing pages
/campaign-planFull campaign brief with channels, calendar, KPIs
/seo-auditKeyword research, on-page analysis, content gaps
/brand-reviewCheck content against brand voice and style guide
Data/write-queryOptimised SQL for your data warehouse dialect
/build-dashboardInteractive HTML dashboard with charts and filters
/explore-dataProfile a dataset — distributions, quality, patterns
/create-vizPublication-quality Python visualisations
Documents/docxProfessional Word documents with formatting
/pptxSlide decks and presentations

Suggesting New Skills for pay.com.au

We want the skills library to reflect the real workflows your team does every day. Here's how to identify and suggest great skills:

🎯 What makes a great skill?

The best skills share these characteristics:

  • Repeatable — you do this task at least weekly and it follows a consistent pattern
  • Structured — there's a clear input, process, and expected output format
  • Domain-specific — requires knowledge of pay.com.au's systems, standards, or processes
  • Time-consuming — takes 15+ minutes manually but could be accelerated with AI
  • Shareable — multiple people on the team would benefit, not just you
💡 Skill ideas by department

Technology:

  • /security-review — PCI-DSS focused code review checklist
  • /incident-report — Post-incident report in your standard template
  • /api-doc — Generate API docs from code in pay.com.au's format
  • /migration-plan — Database migration planning with rollback steps

Product:

  • /release-notes — Customer-facing release notes from git log
  • /customer-feedback — Synthesise customer feedback into actionable insights
  • /pricing-analysis — Analyse pricing changes against competitor data

Finance:

  • /settlement-reconciliation — Check settlement files against transaction records
  • /compliance-check — Review against APRA/ASIC requirements
  • /board-report — Monthly board report in your standard format

Marketing:

  • /customer-case-study — Case study template with pay.com.au brand voice
  • /competitor-update — Weekly competitor monitoring report

Support:

  • /ticket-response — Draft responses using your support playbook
  • /escalation-summary — Summarise a ticket thread for escalation to engineering
📝 How to submit a skill request

To suggest a new skill for the library, provide the following:

  • Skill name — what would the /slash-command be? Keep it short and descriptive.
  • What it does — describe the task in 1-2 sentences.
  • Who uses it — which team(s) or roles would benefit?
  • Inputs — what does Claude need to do this? (uploaded file? project context? specific data?)
  • Expected output — what should the result look like? Include a sample if possible.
  • Quality criteria — how do you know if the output is good? What are the must-haves?
  • Frequency — how often does your team do this task?

Submit requests to your team's Claude administrator. The best requests include an example of a good output — this makes it dramatically easier to build an effective skill.

🔧 How skills get built and shared

Once a skill request is approved:

  • The skill is created as a SKILL.md file with YAML frontmatter (name, description) and markdown instructions
  • It's tested with real examples to ensure output quality
  • It's committed to .claude/skills/ in the relevant repository
  • Every team member using Claude Code automatically gets it on next pull
  • For non-Claude Code users, skills are available through the Cowork desktop interface
  • Skills activate immediately — no restart needed (as of January 2026)
Quick test: If you find yourself writing the same long prompt more than twice, it should probably be a skill. Ask yourself: "If a new hire needed to do this task, would I write them instructions?" If yes, that's a skill.
Your Team

Admin & Setup

For team leaders and administrators managing the pay.com.au Claude workspace.

Your Teams Plan at a Glance

💺

Seat Types

Standard seats ($20/mo annual, $25/mo monthly) — full Claude access including Claude Code, Projects, artifacts, integrations, and web search. Ideal for most team members.

Premium seats ($100/mo annual, $125/mo monthly) — everything in Standard with 5× more usage. Best for engineers and power users who need higher capacity.

📊

Usage Limits

Usage limits are per-person, not shared across the team. If one person hits their limit, it doesn't affect anyone else. Limits reset weekly. Premium seats get significantly more capacity.

🔐

Security & SSO

SSO with domain capture (all @pay.com.au emails auto-route to the team). Just-in-Time provisioning means new hires get access immediately via SSO. Role-based permissions for admin control.

💰

Spend Controls

Admins can set spending caps at both the organisation and individual user level. Monitor usage from the admin dashboard to ensure fair allocation and budget compliance.

Recommended Setup Steps

1

Configure SSO & Domain Capture

Set up SSO so team members log in with their pay.com.au credentials. Enable domain capture so anyone with a @pay.com.au email is automatically added to the team workspace.

2

Assign Seat Types

Standard seats for most team members. Premium seats for power users who need higher usage limits. You can mix and match within the same plan (minimum 5 seats, maximum 150).

3

Connect Integrations

Link Google Workspace, Slack, and/or Microsoft 365 so Claude can search and reference your team's existing documents, emails, and conversations.

4

Create Shared Projects

Set up foundational projects: company knowledge base, brand guidelines, API documentation, compliance references. These give every team member a head start.

5

Set Usage Guidelines

Communicate team expectations: what's appropriate to share with Claude (no customer PII without proper controls), how to handle sensitive data, and where to give feedback.

Data privacy: On the Teams plan, Anthropic does not train on your conversations or uploaded files. Your team's data stays private. Claude's responses are generated fresh each time and not stored for model training.

Frequently Asked Questions

Quick answers to common questions from the team.

Is my data safe? Does Anthropic train on our conversations?

No, Anthropic does not train on Teams plan data. Your conversations, uploaded files, and project contents are not used to train Claude's models. Data is encrypted in transit and at rest. For full details, check Anthropic's data usage policy.

Can my teammates see my conversations?

Regular conversations are private to you. Projects can be shared — you choose whether a project is private, view-only, or editable by the team. Admins can view usage statistics but not conversation contents.

What should I NOT put into Claude?

Use your professional judgement, but as a general rule: avoid sharing raw customer PII (full card numbers, passwords, authentication tokens) unless you have explicit approval and data handling controls in place. Claude is a tool — the same data handling policies that apply to any third-party service apply here.

What happens when I hit my usage limit?

Usage limits reset weekly. If you hit your limit, you'll be notified and can resume when it resets. You can switch to a lighter model (e.g., Haiku) which has separate, more generous limits. Premium seat holders get 5× more usage than Standard seats. If you consistently hit limits, talk to your admin about a seat upgrade.

Can Claude access the internet and give me current information?

Yes. Claude has web search capability on the Teams plan. It can search for current information, recent news, documentation, and more. It will cite its sources so you can verify. For questions about internal company data, use integrations (Google Drive, Slack, etc.) or upload the files directly.

Which model should I use — Sonnet, Opus, or Haiku?

Sonnet 4.6 — Best for everyday use. Fast, smart, and great at most tasks. This should be your default.

Opus 4.6 — The most capable model. Use for complex reasoning, nuanced analysis, difficult coding problems, and when quality matters most. Slower and uses more of your quota.

Haiku 4.5 — Fastest and lightest. Great for simple tasks: quick summaries, reformatting, brainstorming, and translation. Uses the least quota.

Rule of thumb: Start with Sonnet. Upgrade to Opus for high-stakes or complex work. Drop to Haiku for simple, quick tasks.

How is this different from what I was doing in ChatGPT?

The day-to-day experience is very similar — you chat, upload files, and get responses. The main adjustments:

  • Your custom GPTs → recreate as Claude Projects
  • ChatGPT "memory" → Claude has memory too, plus Projects for structured team context
  • Canvas → Artifacts (same concept, different name)
  • Image generation → not built in; use external tools
  • You'll likely notice Claude follows instructions more precisely and writes more naturally
Where do I get help or give feedback?

For internal questions about our Claude setup, policies, or access, reach out to your team administrator.

For product issues or questions about Claude itself, visit support.claude.com.

You can also use the thumbs up/down buttons on any Claude response to provide direct feedback to Anthropic.