This domain is 12% of the CCAO-F exam. Set Claude up with Projects, Skills and connectors so it works like your team.
Stop re-explaining yourself
If you paste the same background into every chat, configure it once instead. Configuration is how Claude learns your team's context, standards and materials.
The building blocks
- Projects — a workspace that keeps instructions and reference documents together, so every conversation inside starts with the right context.
- Custom instructions — standing guidance about role, tone, format and rules.
- Skills — packaged, repeatable ways of doing a specific task that Claude can pick up when relevant.
- Connectors — links to your other tools and data so Claude can work with real information.
Manage knowledge deliberately
- Give Claude current, accurate, well-named source material; outdated documents produce outdated answers.
- Keep the knowledge focused — a few relevant documents beat a dump of everything.
- Decide who can edit shared instructions and review them as processes change.
- Respect sensitivity: only connect what your policy allows.
Common exam angles
- Which configuration feature solves a described repeated-context problem.
- How to organise knowledge so answers stay accurate.
- The difference between one-off prompting and reusable configuration.
All seven domains
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Study notes, not official material. This guide is written by Agmo Academy to help you prepare. It is not affiliated with or endorsed by Anthropic — always confirm details against Anthropic's current exam guide before you sit the exam.