CodePilotCodePilot

Assistant Workspace

Manage Claude's project context, behavior settings, and automation workflows.

Assistant Workspace

The Assistant Workspace lets you configure project-level context and behavior for Claude. You can define Claude's role, memory, and automation workflows so it maintains a consistent working state across conversations.

Opening the Workspace

Go to Settings > Assistant tab to manage all Assistant Workspace configurations.

Workspace Path

The workspace path specifies the project directory Claude works in. Once set, Claude automatically uses that directory as context for file operations and code analysis during conversations.

Onboarding Setup

Onboarding setup is a prompt that runs automatically at the start of each new conversation. When enabled, the first message of every new conversation triggers the onboarding workflow.

Typical uses:

  • Have Claude read the project's README and key configuration files
  • Understand the project architecture and coding conventions
  • Load essential context information

Configuration

  1. Find the Onboarding Setup section in the Assistant tab
  2. Toggle the switch to enable onboarding setup
  3. Write the onboarding prompt in the text box
  4. Save

Daily Check-in

Daily check-in is a periodic context-refresh prompt that runs automatically. When enabled, Claude re-evaluates the project state at the configured interval.

Typical uses:

  • Periodically review project progress
  • Refresh file change status
  • Update Claude's awareness of the current project state

Configuration

  1. Find the Daily Check-in section in the Assistant tab
  2. Toggle the switch to enable daily check-in
  3. Write the check-in prompt
  4. Save

Use Cases

Personal Project Maintenance

Configure onboarding setup for long-term projects so Claude can quickly understand the current state of the project in every conversation, without you having to re-explain the background each time.

Team Collaboration

Set up a unified workspace configuration to ensure team members follow the same coding standards and workflows when using Claude.

Complex Project Management

Combine onboarding setup with daily check-in to keep Claude continuously aware of the project context during long-running tasks.