Personal Agents

Help

Stuck? No step is too small.

These guides assume nothing. Each one goes a single small step at a time: what to press, a picture of what you should see, and what to do if you see something else.

Pick the guide that matches where you are. If you have never opened your assistant, start with the first one.

You cannot break anything by following these steps. If a step goes wrong, nothing is lost.

1

Open your assistant

Start here. Also for when you closed its window and want it back.3 to 5 steps · about a minute
Which computer are you on?

On a Windows computer

  1. 1
    Step 1 of 3

    Find its icon on your desktop

    Look at your desktop: the screen with your icons on it, behind every open window. Find the icon with your assistant’s name on it.

    A drawing of what you will see. Yours will look about like this.

    You should see: One icon with that name.

    That is not what I see
    I cannot see my desktop
    Hold down the Windows key (the one with the four-square logo, at the bottom left of the keyboard) and tap D once. Every open window moves out of the way.
    There is no icon with that name
    Open your setup folder and double-click the file whose name starts with INSTALL again. It puts back anything that is missing and never erases your notes.
  2. 2
    Step 2 of 3

    Double-click the icon

    Point at the icon and press the left mouse button twice, quickly. (Or click it once, then press Enter.)

    A drawing of what you will see. Yours will look about like this.

    You should see: A dark window opens with your assistant's name along its top edge. In a few seconds your assistant greets you, and a box at the bottom waits for you to type.

    That is not what I see
    It shows two lines: “Enable Remote Control” and “Never mind”
    The first line is already picked. Press Enter. That lets your phone and the web reach your assistant; it still runs on this computer. It asks only once.
    Nothing opened
    Try again, a little faster. Or click the icon once so it is highlighted, then press Enter.
    The window says “One-time sign-in” and my web browser opens
    That is the sign-in, and it is normal the first time. Follow Sign in to your assistant, starting at the step called “Wait for your web browser to open”.
    It asks “Is this a project you created or one you trust?”
    It is asking about your own assistant's folder, so the answer is yes. The arrow is already on Yes, I trust this folder. Press Enter.
    The window says the program is not installed on this computer yet
    Press Enter to close it. Then open your setup folder and double-click the file whose name starts with INSTALL again.
    The window flashed and closed by itself
    Double-click the file whose name starts with INSTALL again; it repairs the icon. If it still closes, email us at hello@getpersonalagents.com with a photo of your screen.
  3. 3
    Step 3 of 3

    Type what you need, then press Enter

    Click once inside the dark window. Type a question in plain words, the way you would text a helper. Then press Enter.

    What can you help me with today?

    Copy puts it on your clipboard. Click in the dark window and press Ctrl + V (or right-click once) to paste it.

    A drawing of what you will see. Yours will look about like this.

    You should see: Your words show in the box as you type. After you press Enter, your assistant starts answering within a few seconds.

    That is not what I see
    Nothing shows when I type
    Click once in the middle of the dark window, then type again.
    I pressed Enter too early
    No harm done. Type the rest and press Enter again.
That is all of it. If your screen matches the last picture, you did it right.

On a Mac

Its name is in the email we sent you. Type it here once and the steps below fill it in for you. It is kept only in this browser.

  1. 1
    Step 1 of 5

    Open the search bar

    Hold down the Command ⌘ key and tap the Space bar once. Let go of both.

    A drawing of what you will see. Yours will look about like this.

    You should see: A long search bar appears in the middle of your screen.

    That is not what I see
    No search bar appeared
    Click the Finder icon, the blue smiling face at the left end of the row of icons at the bottom of your screen. In the menu at the very top of the screen, click Go, then Utilities. Double-click Terminal. Then go on to the step called “Go to your assistant's folder”.
  2. 2
    Step 2 of 5

    Type the word Terminal, then press Return

    Type Terminal. When the top line under the search bar says Terminal, press Return.

    Terminal

    Copy puts it on your clipboard. Click in the Terminal window and press Command ⌘ + V to paste it.

    A drawing of what you will see. Yours will look about like this.

    You should see: A plain window opens. It shows a short line of text that ends in % (on some Macs, $). That window is Terminal: a place where you type short instructions to your computer.

    That is not what I see
    The top line says something else
    Keep typing until the whole word Terminal is in the search bar. The right one has a small black window as its icon.
    A window opened but it is not Terminal
    Close it with the red dot at its top left corner, and do the step before this one again.
  3. 3
    Step 3 of 5

    Go to your assistant's folder

    Click once inside the Terminal window. Type this line exactly: the letters cd, one space, then ~/ and the folder's name with no spaces. (The ~ key is at the top left of the keyboard: hold Shift and tap it.) Then press Return.

    cd ~/YourFolder

    Copy puts it on your clipboard. Click in the Terminal window and press Command ⌘ + V to paste it.

    A drawing of what you will see. Yours will look about like this.

    You should see: A new line appears, and it now shows your folder's name just before the %.

    That is not what I see
    It says “no such file or directory”
    The folder's name is spelled differently. Check for a typing slip, and that there is no space after the /. The exact name is in the email we sent you. Then type the line again.
    Nothing happened when I pressed Return
    Click once inside the Terminal window first, so it is the window you are typing in. Then type the line again.
  4. 4
    Step 4 of 5

    Start your assistant

    Type this one word, all in small letters, then press Return.

    claude

    Copy puts it on your clipboard. Click in the Terminal window and press Command ⌘ + V to paste it.

    A drawing of what you will see. Yours will look about like this.

    You should see: The window changes. You see a welcome line, and a box at the bottom where you type. Your assistant is open.

    That is not what I see
    It says “command not found”
    The program your assistant runs on is not set up for this user on this Mac. That is ours to fix: email us at hello@getpersonalagents.com with a photo of your screen.
    It asks “Is this a project you created or one you trust?”
    It is asking about your own assistant's folder, so the answer is yes. The arrow is already on Yes, I trust this folder. Press Return.
    It shows a short list titled “Select login method”
    You need to sign in first. Follow Sign in to your assistant, starting at the step called “Choose the first line”.
  5. 5
    Step 5 of 5

    Type what you need, then press Return

    Type a question in plain words, the way you would text a helper. Then press Return.

    What can you help me with today?

    Copy puts it on your clipboard. Click in the Terminal window and press Command ⌘ + V to paste it.

    A drawing of what you will see. Yours will look about like this.

    You should see: Your words show in the box as you type. After you press Return, your assistant starts answering within a few seconds.

    That is not what I see
    It says “Not logged in” or “Please run /login”
    You need to sign in. Follow Sign in to your assistant, starting at the step called “Type the sign-in command”.
    Nothing shows when I type
    Click once in the middle of the Terminal window, then type again.
That is all of it. If your screen matches the last picture, you did it right.

Didn’t work?

I closed the window by accident
Nothing is lost. Your assistant keeps its notes in its folder. Start again from step 1.
Still stuck
Email us at hello@getpersonalagents.com with a photo of your screen.
2

Sign in to your assistant

For the first time you set up, and any time your assistant says “Not logged in” or “Please run /login”.6 to 9 steps · about 3 minutes
Which computer are you on?

On a Windows computer

  1. 1
    Step 1 of 6

    Find its icon on your desktop

    Look at your desktop: the screen with your icons on it, behind every open window. Find the icon with your assistant’s name on it.

    A drawing of what you will see. Yours will look about like this.

    You should see: One icon with that name.

    That is not what I see
    I cannot see my desktop
    Hold down the Windows key (the one with the four-square logo, at the bottom left of the keyboard) and tap D once. Every open window moves out of the way.
    There is no icon with that name
    Open your setup folder and double-click the file whose name starts with INSTALL again. It puts back anything that is missing and never erases your notes.
  2. 2
    Step 2 of 6

    Double-click the icon

    Point at the icon and press the left mouse button twice, quickly. (Or click it once, then press Enter.)

    A drawing of what you will see. Yours will look about like this.

    You should see: A dark window opens with your assistant's name along its top edge.

    That is not what I see
    It shows two lines: “Enable Remote Control” and “Never mind”
    The first line is already picked. Press Enter. That lets your phone and the web reach your assistant; it still runs on this computer. It asks only once.
    Nothing opened
    Try again, a little faster. Or click the icon once so it is highlighted, then press Enter.
    The window says the program is not installed on this computer yet
    Press Enter to close it. Then open your setup folder and double-click the file whose name starts with INSTALL again.
  3. 3
    Step 3 of 6

    Wait for your web browser to open

    Do nothing for a few seconds. The dark window says One-time sign-in, and then your web browser opens by itself on a page from claude.ai.

    A drawing of what you will see. Yours will look about like this.

    You should see: A web page from claude.ai, in your web browser. (If your assistant greets you instead, you are already signed in, and you are done.)

    That is not what I see
    No web page opened after half a minute
    Look in the dark window for a long line that starts with https://. Hold the left mouse button and drag across the whole line so it is highlighted, then right-click once on it (that copies it). Open your web browser, click the long bar at the top where website addresses go, press Ctrl + V, then Enter.
    The dark window was already open and says “Not logged in” or “Please run /login”
    Click inside the window, type /login and press Enter. A short list appears with the arrow on its first line, Claude account with subscription. Press Enter again. Then go on to the next step.
  4. 4
    Step 4 of 6

    Sign in on the web page

    Sign in the same way you made your Claude account: click Continue with Google, or type your email address and follow what the page says.

    An example. The words on your screen may differ a little.

    You should see: The page moves on and shows a button that says Authorize. (If your browser already knows you, it skips the sign-in and shows that button right away.)

    That is not what I see
    I do not have a Claude account yet
    Your assistant runs on your own Claude account with a paid plan (the plan called Pro is enough). Two guides on this page show each click: Make the account your assistant runs on, then Get the paid plan your assistant needs. Then come back to this step.
    It emailed me a link or a code instead of asking for a password
    That is how it works: there is no password. Open your email on this computer, open the newest message from Claude, and click its link or type its code into the page.
    The page shows somebody else's name or email
    This browser is signed in as another person. Click the name or round picture on the page, choose Log out, then sign in as yourself.
  5. 5
    Step 5 of 6

    Click Authorize

    Click the button that says Authorize. This lets your assistant use your own Claude account. It does not share your password with anyone.

    An example. The words on your screen may differ a little.

    You should see: The page changes to tell you it worked. You can leave that page open or close it.

    That is not what I see
    There is no Authorize button
    Scroll down the page; on a small screen it can be below the edge. If the page asks you to sign in, do the step before this one again.
    The page shows Claude's home page (“How can I help you today?”) instead
    This browser is signed in to Claude now, but the sign-in for your assistant has to be asked for once more. On Windows: in the setup window click Open sign-in again, or close the dark window and double-click your assistant's icon again. On a Mac: click the Terminal window, type /login, press Return, and choose the first line. Then click Authorize on the page that opens.
    It says my account cannot use this
    This Claude account has no paid plan on it. If you have two accounts, sign in with the one you pay for. Your assistant runs on your own Claude account with a paid plan (the plan called Pro is enough). Two guides on this page show each click: Make the account your assistant runs on, then Get the paid plan your assistant needs. Then come back to this step.
  6. 6
    Step 6 of 6

    Go back to the dark window

    Click the dark window with your assistant's name on it. If you cannot see it, click its button on the bar along the bottom of your screen.

    A drawing of what you will see. Yours will look about like this.

    You should see: Your assistant greets you. You are signed in, and this computer remembers it, so you will not be asked every time.

    That is not what I see
    The dark window is gone
    Double-click your assistant's icon again. It remembers the sign-in.
    It asks “Is this a project you created or one you trust?”
    It is asking about your own assistant's folder, so the answer is yes. The arrow is already on Yes, I trust this folder. Press Enter.
    It asks me to sign in again
    The sign-in did not finish. Close the dark window and start again from step 1; this time wait on the web page until it shows the Authorize button.
That is all of it. If your screen matches the last picture, you did it right.

On a Mac

Its name is in the email we sent you. Type it here once and the steps below fill it in for you. It is kept only in this browser.

  1. 1
    Step 1 of 9

    Open the search bar

    Hold down the Command ⌘ key and tap the Space bar once. Let go of both.

    A drawing of what you will see. Yours will look about like this.

    You should see: A long search bar appears in the middle of your screen.

    That is not what I see
    No search bar appeared
    Click the Finder icon, the blue smiling face at the left end of the row of icons at the bottom of your screen. In the menu at the very top of the screen, click Go, then Utilities. Double-click Terminal. Then go on to the step called “Go to your assistant's folder”.
  2. 2
    Step 2 of 9

    Type the word Terminal, then press Return

    Type Terminal. When the top line under the search bar says Terminal, press Return.

    Terminal

    Copy puts it on your clipboard. Click in the Terminal window and press Command ⌘ + V to paste it.

    A drawing of what you will see. Yours will look about like this.

    You should see: A plain window opens. It shows a short line of text that ends in % (on some Macs, $). That window is Terminal: a place where you type short instructions to your computer.

    That is not what I see
    The top line says something else
    Keep typing until the whole word Terminal is in the search bar. The right one has a small black window as its icon.
    A window opened but it is not Terminal
    Close it with the red dot at its top left corner, and do the step before this one again.
  3. 3
    Step 3 of 9

    Go to your assistant's folder

    Click once inside the Terminal window. Type this line exactly: the letters cd, one space, then ~/ and the folder's name with no spaces. (The ~ key is at the top left of the keyboard: hold Shift and tap it.) Then press Return.

    cd ~/YourFolder

    Copy puts it on your clipboard. Click in the Terminal window and press Command ⌘ + V to paste it.

    A drawing of what you will see. Yours will look about like this.

    You should see: A new line appears, and it now shows your folder's name just before the %.

    That is not what I see
    It says “no such file or directory”
    The folder's name is spelled differently. Check for a typing slip, and that there is no space after the /. The exact name is in the email we sent you. Then type the line again.
    Nothing happened when I pressed Return
    Click once inside the Terminal window first, so it is the window you are typing in. Then type the line again.
  4. 4
    Step 4 of 9

    Start your assistant

    Type this one word, all in small letters, then press Return.

    claude

    Copy puts it on your clipboard. Click in the Terminal window and press Command ⌘ + V to paste it.

    A drawing of what you will see. Yours will look about like this.

    You should see: The window changes. You see a welcome line, and a box at the bottom where you type. Your assistant is open.

    That is not what I see
    It says “command not found”
    The program your assistant runs on is not set up for this user on this Mac. That is ours to fix: email us at hello@getpersonalagents.com with a photo of your screen.
    It asks “Is this a project you created or one you trust?”
    It is asking about your own assistant's folder, so the answer is yes. The arrow is already on Yes, I trust this folder. Press Return.
    It shows a short list titled “Select login method”
    You need to sign in first. Follow Sign in to your assistant, starting at the step called “Choose the first line”.
  5. 5
    Step 5 of 9

    Type the sign-in command

    Type a slash, then the word login, with no space: /login. Then press Return. (The / key is at the bottom right of the keyboard, next to Shift.)

    /login

    Copy puts it on your clipboard. Click in the Terminal window and press Command ⌘ + V to paste it.

    A drawing of what you will see. Yours will look about like this.

    You should see: A short list appears, titled Select login method.

    That is not what I see
    The list was already on my screen when the assistant started
    Good. Skip this step and go on to the next one.
    It says “no such file or directory: /login” or “command not found”
    You typed it before your assistant was started. Do the step called “Start your assistant” first, then type /login.
  6. 6
    Step 6 of 9

    Choose the first line

    The first line, Claude account with subscription, has a small arrow beside it. Press Return.

    A drawing of what you will see. Yours will look about like this.

    You should see: Terminal says Opening browser to sign in, and your web browser opens on a page from claude.ai.

    That is not what I see
    The arrow is on a different line
    Tap the ↑ up-arrow key until the arrow is beside the first line. Then press Return.
    No web page opened
    Terminal shows the words Browser didn't open? and a long link. Drag across the whole link to highlight it and press Command ⌘ + C. Open Safari or Chrome, click the bar at the top where website addresses go, press Command ⌘ + V, then Return. Go on with the next step. At the end the web page gives you a code: copy it, click the Terminal window, paste it after the words Paste code here, and press Return.
  7. 7
    Step 7 of 9

    Sign in on the web page

    Sign in the same way you made your Claude account: click Continue with Google, or type your email address and follow what the page says.

    An example. The words on your screen may differ a little.

    You should see: The page moves on and shows a button that says Authorize. (If your browser already knows you, it skips the sign-in and shows that button right away.)

    That is not what I see
    I do not have a Claude account yet
    Your assistant runs on your own Claude account with a paid plan (the plan called Pro is enough). Two guides on this page show each click: Make the account your assistant runs on, then Get the paid plan your assistant needs. Then come back to this step.
    It emailed me a link or a code instead of asking for a password
    That is how it works: there is no password. Open your email on this computer, open the newest message from Claude, and click its link or type its code into the page.
    The page shows somebody else's name or email
    This browser is signed in as another person. Click the name or round picture on the page, choose Log out, then sign in as yourself.
  8. 8
    Step 8 of 9

    Click Authorize

    Click the button that says Authorize. This lets your assistant use your own Claude account. It does not share your password with anyone.

    An example. The words on your screen may differ a little.

    You should see: The page changes to tell you it worked. You can leave that page open or close it.

    That is not what I see
    There is no Authorize button
    Scroll down the page; on a small screen it can be below the edge. If the page asks you to sign in, do the step before this one again.
    The page shows Claude's home page (“How can I help you today?”) instead
    This browser is signed in to Claude now, but the sign-in for your assistant has to be asked for once more. On Windows: in the setup window click Open sign-in again, or close the dark window and double-click your assistant's icon again. On a Mac: click the Terminal window, type /login, press Return, and choose the first line. Then click Authorize on the page that opens.
    It says my account cannot use this
    This Claude account has no paid plan on it. If you have two accounts, sign in with the one you pay for. Your assistant runs on your own Claude account with a paid plan (the plan called Pro is enough). Two guides on this page show each click: Make the account your assistant runs on, then Get the paid plan your assistant needs. Then come back to this step.
  9. 9
    Step 9 of 9

    Go back to Terminal and press Return

    Click the Terminal window. It says Login successful. Press Enter to continue. Press Return. (Return and Enter are the same key.)

    A drawing of what you will see. Yours will look about like this.

    You should see: The box where you type is back. You are signed in, and this Mac remembers it. Ask your assistant anything.

    That is not what I see
    Terminal is waiting at the words “Paste code here”
    Look at the web page: it shows a code. Drag across the code to highlight it, press Command ⌘ + C, click the Terminal window, press Command ⌘ + V, then Return.
    I cannot find the Terminal window
    Click the small black window icon in the row of icons at the bottom of your screen.
That is all of it. If your screen matches the last picture, you did it right.

Didn’t work?

It asks me to sign in again every time
That should not happen. Email us at hello@getpersonalagents.com with a photo of your screen.
I signed in with the wrong account
Open your assistant, type /login, press Enter (Return on a Mac), choose the first line, and sign in with the right account.
Still stuck
Email us at hello@getpersonalagents.com with a photo of your screen.
3

It stopped and asked a yes-or-no question

Your assistant shows “Do you want to proceed?” with a short list under it, and waits.2 steps · about a minute
  1. 1
    Step 1 of 2

    Read what it wants to do

    Your assistant stopped because it wants your OK before it does something. Read the lines just above the question. They say exactly what it is about to do, such as save a file or run a small command.

    An example. The words on your screen may differ a little.

    You should see: A question, Do you want to proceed?, and three numbered lines with an arrow on the first one, Yes.

    That is not what I see
    I do not understand what it is about to do
    Press Esc (top left corner of the keyboard). Nothing is done. Then type: What were you about to do, and why? and press Enter.
    The question is about trusting a folder
    If it asks “Is this a project you created or one you trust?” about your assistant's own folder, the answer is yes: press Enter on Yes, I trust this folder.
  2. 2
    Step 2 of 2

    Press one key to answer

    To say yes, this one time: press Enter (the arrow is already on Yes). To say no: press Esc. Those two are all you ever need.

    You should see: The question goes away. If you said yes, your assistant carries on. If you said no, it stops and waits for you to say what you want instead.

    That is not what I see
    I pressed the wrong one
    Tell it in plain words: Undo that, or Go ahead after all. Saying no never harms anything.
    It keeps asking the same thing over and over
    Next time, tap the ↓ down-arrow key once so the arrow is on the middle line, then press Enter. Use that only for things you are glad to let it always do, like saving its own notes.
    It wants to send, delete or pay for something
    Press Esc unless you asked for exactly that. Your assistant is meant to draft; you do the sending.
That is all of it. If your screen matches the last picture, you did it right.

Didn’t work?

I am afraid of pressing the wrong thing
Esc is always safe: it means no. You can then ask your assistant to explain, as many times as you like.
Still stuck
Email us at hello@getpersonalagents.com with a photo of your screen.
4

It says I reached a limit

Your assistant stops in the middle and shows a line about a limit and a time.3 steps · about a minute
  1. 1
    Step 1 of 3

    Find the time on that line

    Your Claude plan gives you a set amount of use. It refills every 5 hours, and there is a weekly amount too. Read the line on your screen: it tells you the time your use comes back.

    An example. The words on your screen may differ a little.

    You should see: A time, such as “resets at 3:00 PM”.

    That is not what I see
    I cannot find a time
    Type /usage and press Enter. It shows how much of your plan is used and when it refills.
  2. 2
    Step 2 of 3

    Stop for now

    Leave it. You do not need to save anything: your assistant has already written its notes down. You may close the window or leave it open.

    You should see: Nothing changes on the screen, and that is fine.

    That is not what I see
    I need the answer right now
    A bigger Claude plan gives more use. Ask us which one fits how you work: email us at hello@getpersonalagents.com with a photo of your screen.
  3. 3
    Step 3 of 3

    Come back after that time

    After the time on that line, open your assistant, type this, and press Enter (Return on a Mac).

    Pick up where we left off.

    Copy puts it on your clipboard. Click in your assistant's window and paste it (Ctrl + V, or Command ⌘ + V on a Mac).

    A drawing of what you will see. Yours will look about like this.

    You should see: Your assistant reads its notes and carries on with the job.

    That is not what I see
    It says the limit again
    It is not the time yet, or you have used the weekly amount. Type /usage and press Enter to see which, and when it refills.
That is all of it. If your screen matches the last picture, you did it right.

Didn’t work?

This happens to me most days
Then your plan is small for how much you use it. Email us at hello@getpersonalagents.com with a photo of your screen.
Still stuck
Email us at hello@getpersonalagents.com with a photo of your screen.
5

A blue box says Windows protected your PC

You double-clicked the setup file and a blue box stopped you.Windows · 2 steps · about a minute

Windows shows this box for any program it has not yet seen on many computers. It does not mean something is wrong. Do this only for the setup file you got from us.

On a Windows computer

  1. 1
    Step 1 of 2

    Click the words More info

    Under the message there are small underlined words: More info. Click them once.

    A drawing of what you will see. Yours will look about like this.

    You should see: The box now shows the file's name, and a new button appears at the bottom: Run anyway.

    That is not what I see
    I already clicked “Don't run”
    No harm done. Double-click the setup file again and the blue box comes back.
  2. 2
    Step 2 of 2

    Click Run anyway

    Click the button that says Run anyway.

    A drawing of what you will see. Yours will look about like this.

    You should see: The blue box closes and the setup window opens.

    That is not what I see
    There is no Run anyway button
    Click More info first (the step before this one). If there is still no button, this computer may be managed by a workplace that blocks new programs: email us at hello@getpersonalagents.com with a photo of your screen.
    A different box asks “Do you want to allow this app to make changes?”
    That is a separate Windows question. Click Yes.
That is all of it. If your screen matches the last picture, you did it right.

Didn’t work?

Still stuck
Email us at hello@getpersonalagents.com with a photo of your screen.
6

Make the account your assistant runs on

You have never used Claude before, or you are not sure whether you have an account.5 steps · about 5 minutes

Your assistant runs on Claude, the AI made by a company called Anthropic, through an account in your own name. Making the account is free. There is no password: it emails you a link or a code each time.

  1. 1
    Step 1 of 5

    Open the sign-up page

    Click the long bar at the very top of your web browser, type this, and press Enter.

    claude.ai

    Copy puts it on your clipboard. Click in your assistant's window and paste it (Ctrl + V, or Command ⌘ + V on a Mac).

    An example. The words on your screen may differ a little.

    You should see: A page that says Sign in or Log in, with a box for your email address. That is right: the same page also makes a new account. Do not click anything on it yet.

    That is not what I see
    No web page opened
    Open your web browser yourself (Chrome, Edge or Safari), click the long bar at the very top, type claude.ai and press Enter.
    It shows a page that says “How can I help you today?” with my name
    Then you already have an account and this browser knows you. Skip to the last step of this guide.
  2. 2
    Step 2 of 5

    Give it your email address

    Click the box for your email address and type the address you want your assistant to use, if it is not there already. Then click Continue with email.

    An example. The words on your screen may differ a little.

    You should see: The page says it has sent you an email.

    That is not what I see
    I would rather use my Google account
    That works too. Click Continue with Google and pick your account. Then skip the next step.
    It says the email address is not valid
    Look for a missing letter or a space at the end, fix it, and click Continue with email again.
  3. 3
    Step 3 of 5

    Open the email it sent you

    Claude just sent you an email. Open it on this computer and click the button or link in it. Reading it on your phone instead? If the email, or the page it opens, shows a short number (a code), type that number into the Claude page on this computer.

    An example. The words on your screen may differ a little.

    You should see: The Claude page moves on by itself and asks a few questions about you.

    That is not what I see
    I only read my email on my phone
    Open the email on your phone. If it, or the page it opens, shows a short number, type that number into the Claude page on this computer. If tapping it only opens Claude on your phone, the phone got signed in and this computer is still waiting: then you need the email on this computer.
    My inbox on this computer asks for a password I do not know
    Use your phone for this step (the line above this one). Or ask whoever set up your email for the password.
    No email came
    Give it two minutes. Look in the folder named Junk or Spam. It may say it is from Anthropic; that is the company that makes Claude. Still nothing? Go back to the Claude page, check how the address is spelled, and click Continue with email again.
    The inbox that opened is somebody else's
    Close that page. Open your own email the way you always do, or use your phone as above.
  4. 4
    Step 4 of 5

    Answer its questions about you

    Claude's page asks a few things. Your name: type it. Your cell phone number: type it; Claude texts you a number; type that number into the page. If it shows small boxes to tick (your age, its terms), tick them. Anything else it asks: any answer is fine. Click the button to go on after each one.

    An example. The words on your screen may differ a little.

    You should see: Any one of these is right: a button named Authorize, a page of plans with prices, or a page that says “How can I help you today?” Do not click anything on it yet.

    That is not what I see
    It will not take my phone number
    Check the number and try once more. If it still refuses, email us at hello@getpersonalagents.com with a photo of your screen.
    It asks what I will use it for, or shows tips
    Pick any answer. It does not change how your assistant works.
  5. 5
    Step 5 of 5

    Click Authorize

    Your account is made. Next, get the paid plan (the guide after this one). After that, sign in to your assistant.

    An example. The words on your screen may differ a little.

    You should see: You can close the page. Your account stays.

    That is not what I see
    There is no Authorize button; it shows “How can I help you today?”
    That is fine. Your account is made.
    The page says my account needs a paid plan
    Do the next guide, about the paid plan, then come back.
That is all of it. If your screen matches the last picture, you did it right.

Didn’t work?

I am not sure whether I already have an account
Do these steps anyway. If you already have one, the page simply signs you in.
Someone else in my house or office uses Claude on this computer
Make sure the page shows your own name before you go on. If it shows theirs, click the name or round picture, choose Log out, and start this guide again. One person, one account.
Still stuck
Email us at hello@getpersonalagents.com with a photo of your screen.
7

Get the paid plan your assistant needs

The setup says your account has no paid plan yet, or your assistant says it needs a subscription.8 steps · about 5 minutes

You pay on Claude's own web page, with your own hands. Your assistant and its setup window never ask for a card number, never see it and never store it. Never type a card number anywhere but Claude's payment page, and never send one to anybody.

  1. 1
    Step 1 of 8

    Open the page of plans

    Click the long bar at the very top of your web browser, type this, and press Enter.

    claude.ai/upgrade

    Copy puts it on your clipboard. Click in your assistant's window and paste it (Ctrl + V, or Command ⌘ + V on a Mac).

    An example. The words on your screen may differ a little.

    You should see: A page headed Plans that grow with you, with the plans in boxes side by side. One box is named Pro.

    That is not what I see
    It asks me to sign in first
    Sign in the same way as before: your email, then the link or code it emails you, opened on this computer. The plans show after that.
    It shows that I already have Pro or Max
    Then there is nothing to buy. Go to the last step of this guide.
  2. 2
    Step 2 of 8

    Find the box named Pro

    Look for the box with Pro at its top. It is the plan your assistant is built for. Do not click anything yet.

    An example. The words on your screen may differ a little.

    You should see: The Pro box, with a price in it.

    That is not what I see
    I do not see a box named Pro
    Scroll down the page a little. On a small screen the boxes can sit below the edge.
    Should I get a bigger plan?
    No. Pro is the place to start. A bigger plan is only for someone who works with their assistant most of the day, and you can change it later.
  3. 3
    Step 3 of 8

    Choose Monthly

    Look at the top right of the Pro box for a small switch that says Monthly and Yearly. It may start on Yearly. Click Monthly. (Yearly charges for a whole year at once.)

    An example. The words on your screen may differ a little.

    You should see: The Pro price reads $20 a month.

    That is not what I see
    There is no Monthly switch
    If the price already reads $20 a month, it is set to pay by the month. Go on to the next step.
    The price is not $20 a month
    Prices are Anthropic's and they can change. Go by what the page says. $20 a month was the price on November 11, 2026.
  4. 4
    Step 4 of 8

    Click the button under the Pro price

    Click the button under the Pro price. It says Get Pro plan, or close to that.

    An example. The words on your screen may differ a little.

    You should see: Claude's payment page: it asks for a card.

    That is not what I see
    Nothing happened
    Click the button once more and wait a few seconds. If the page looks stuck, press F5 to load it again and start from the step before this one.
  5. 5
    Step 5 of 8

    Pay on the payment page, and only there

    On Claude's payment page (not in the setup window), type the card: its long number, the date on it, and the 3-digit code on the back. If it asks for a name, type the name printed on the card. Then click Subscribe. It is your own card: you pay Claude directly, not us. Nobody who helps with your assistant needs the card number, and your assistant never asks for it.

    An example. The words on your screen may differ a little.

    You should see: The page says your plan is active, or shows the word Pro near your name.

    That is not what I see
    It asks for an address or a ZIP code
    Use the address the card's bill goes to. Not your own card, and you do not know it? Stop and ask the person who gave you the card.
    It sends a code to a phone that is not mine
    The bank is checking with the card's owner. Ask the person who gave you the card to read you that code.
    The total is more than $20 a month
    Tax can be added on top. Go by what Claude's page says.
    The card was declined
    Try once more, slowly. If it fails again, call the number on the back of the card. Do not send anyone a photo of this page: it shows the card.
    Someone asks for the card number by text, by email, or in the assistant's window
    Do not give it. No real helper needs it. Close the message.
  6. 6
    Step 6 of 8

    One setting to keep your work private

    One setting tells Anthropic, the company that makes Claude, not to use what your assistant sends to improve its AI. To get to it: click the long bar at the very top of your web browser, type this, and press Enter.

    claude.ai/settings/data-privacy-controls

    Copy puts it on your clipboard. Click in your assistant's window and paste it (Ctrl + V, or Command ⌘ + V on a Mac).

    An example. The words on your screen may differ a little.

    You should see: A settings page. One of its switches is named Help improve our AI models.

    That is not what I see
    I do not see that switch
    If Settings opened on another page, click Privacy in the list on the left. Then scroll down a little.
  7. 7
    Step 7 of 8

    Turn that one switch off

    Find the switch named Help improve our AI models. If it is lit up (colored), click it once so it turns gray. If it is already gray, leave it alone. Gray means off. Leave every other switch as it is.

    An example. The words on your screen may differ a little.

    You should see: That switch is gray. Now Anthropic keeps what your assistant sends for 30 days at most, and does not use it to improve its AI.

    That is not what I see
    The switch has a slightly different name
    Use the one about helping to improve Claude or its AI models.
    I clicked it and now it is colored
    Click it once more so it is gray again.
    It asks whether I am sure
    Say yes: you want it off.
  8. 8
    Step 8 of 8

    Go back to your assistant

    Open your assistant. If it asks you to sign in, sign in again so that it sees the new plan.

    A drawing of what you will see. Yours will look about like this.

    You should see: Your assistant answers you.

    That is not what I see
    It says it still does not see a paid plan
    Sign in to your assistant again (the guide named “Sign in to your assistant”). If you paid under a different email address, use that one.
That is all of it. If your screen matches the last picture, you did it right.

Didn’t work?

I do not want to pay yet
That is your choice, and nothing is lost. Your assistant cannot answer without the plan. Close the setup window; when you are ready, double-click the setup file again and it picks up where you left off.
I paid, and I want to stop later
Changing or stopping the plan is always your call, in your account settings at claude.ai. Your assistant's notes stay on your computer.
Still stuck
Email us at hello@getpersonalagents.com with a photo of your screen.
8

Turn off one privacy switch

Once, after your account is made. It takes a minute.2 steps · about a minute

With this switch off, Anthropic keeps what your assistant sends for 30 days at most, and does not use it to improve its AI.

  1. 1
    Step 1 of 2

    One setting to keep your work private

    One setting tells Anthropic, the company that makes Claude, not to use what your assistant sends to improve its AI. To get to it: click the long bar at the very top of your web browser, type this, and press Enter.

    claude.ai/settings/data-privacy-controls

    Copy puts it on your clipboard. Click in your assistant's window and paste it (Ctrl + V, or Command ⌘ + V on a Mac).

    An example. The words on your screen may differ a little.

    You should see: A settings page. One of its switches is named Help improve our AI models.

    That is not what I see
    I do not see that switch
    If Settings opened on another page, click Privacy in the list on the left. Then scroll down a little.
  2. 2
    Step 2 of 2

    Turn that one switch off

    Find the switch named Help improve our AI models. If it is lit up (colored), click it once so it turns gray. If it is already gray, leave it alone. Gray means off. Leave every other switch as it is.

    An example. The words on your screen may differ a little.

    You should see: That switch is gray. Now Anthropic keeps what your assistant sends for 30 days at most, and does not use it to improve its AI.

    That is not what I see
    The switch has a slightly different name
    Use the one about helping to improve Claude or its AI models.
    I clicked it and now it is colored
    Click it once more so it is gray again.
    It asks whether I am sure
    Say yes: you want it off.
That is all of it. If your screen matches the last picture, you did it right.

Didn’t work?

Still stuck
Email us at hello@getpersonalagents.com with a photo of your screen.

Still stuck?

Email hello@getpersonalagents.com and tell us which step you are on. A photo of your screen, taken with your phone, is the fastest way to show us.

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