Most people use Claude in roughly the same way: open a chat, type a question, read the answer, and close the tab.
- Category 1: Setting Claude Up Around Your Work
- 1. Custom Styles
- 2. Profile Instructions
- 3. Memory
- 4. Projects
- 5. Model, Effort, and Extended Thinking Controls
- 6. Skills
- Category 2: Researching and Analysing Information
- 7. Web Search
- 8. Research
- 9. File Uploads and Document Analysis
- 10. Vision and Image Analysis
- 11. Creating and Editing Files
- 12. Custom Visuals
- 13. Artifacts
- Category 3: Working With Claude More Naturally
- Category 4: Turning Claude Outputs Into Things You Can Use
- Category 5: Connecting Claude to the Rest of Your Work
- 21. Connectors and MCP
- 22. Cowork
- 23. Scheduled Tasks
- 24. Dispatch
- 25. Computer Use
- 26. Claude for Microsoft 365
- 27. Claude Code
- Where to Start
- Practical Takeaway
That barely scratches the surface of what the product can now do.
Claude has grown from a conversational AI assistant into a much broader working environment. It can remember useful context between conversations, research across the web and connected tools, analyse documents and images, create editable files and interactive tools, work inside Microsoft 365, complete multi-step tasks through Cowork, and even interact with applications on your computer.
For a business owner, the opportunity is not to use every new feature simply because it exists. It is to recognise which ones remove work you are already doing manually.
This guide covers 27 Claude features and capabilities worth knowing, from simple settings that improve everyday responses to more advanced tools for research, documents, automation, and connected work.
You do not need to set up all 27. Start with the areas that solve a real problem in your business, then expand as you become comfortable with them.
Category 1: Setting Claude Up Around Your Work
Some of Claude’s most useful features are also the least dramatic. They reduce how often you have to repeat yourself and help the assistant start with a better understanding of how you work.
1. Custom Styles
Styles control how Claude communicates.
Instead of repeatedly asking for responses to be shorter, more conversational, more formal, or structured in a particular way, you can create or use a Style that reflects those preferences.
A custom Style can influence things such as tone, sentence structure, formatting, and level of detail.
For someone who uses Claude regularly for writing, this can remove a surprising amount of repetitive editing.
The important distinction is that a Style controls how Claude presents the answer, not the background knowledge behind it.
If you want Claude to know facts about your business, audience, or role, that belongs elsewhere.
2. Profile Instructions
Profile instructions give Claude account-level guidance about you and how you prefer to work.
You might include information such as:
- what your business does
- your role
- who your typical audience is
- terminology you use regularly
- general preferences that apply across conversations
This is useful for information that should influence many different tasks rather than one particular project.
For example, a consultant might tell Claude that most of their clients are small professional-services firms and that explanations should assume a non-technical audience.
Instead of adding that context to every new conversation, Claude can begin with it already available.
3. Memory
Claude’s Memory feature allows useful information from previous conversations to carry into future ones.
As of 2026, Memory is available to Free, Pro, and Max users, with Anthropic introducing a newer system built around individual stored memories rather than a single general summary.
This can include things such as your preferences, recurring work, past decisions, and relevant personal or professional context.
The advantage is continuity.
If you regularly tell Claude the same information, Memory can reduce how often you need to repeat it.
It is still worth reviewing what has been remembered from time to time. Memory is intended to make Claude more useful, not to become a permanent record you never check.
You can also use incognito conversations when you do not want a particular interaction feeding into future Memory.
4. Projects
Projects give you separate workspaces for ongoing areas of work.
A Project can contain its own:
- knowledge
- files
- instructions
- conversations
For example, you might create one Project for a particular client, another for your own marketing, and another for internal operations.
Each can have different instructions and background material.
Projects are available across Claude plans, including Free, although free accounts have limits on how many Projects they can create.
Claude can also use retrieval technology inside Projects to work with larger knowledge bases as the amount of stored information grows.
This is particularly useful when one area of your work depends on the same reference material repeatedly.
5. Model, Effort, and Extended Thinking Controls
Claude does not treat every task the same way.
Depending on your plan and the model available, you can choose different models and adjust how much effort Claude puts into a response.
For a simple task such as rewriting a sentence, you may not need the same level of reasoning you would use for:
- analysing a difficult business decision
- debugging code
- reviewing competing strategic options
- working through a complex numerical problem
Extended thinking gives Claude more room to work through difficult reasoning before producing the final answer.
The useful habit is not always choosing the most powerful setting.
It is matching the amount of reasoning to the task.
6. Skills
Skills are reusable instructions and resources that teach Claude how to perform a particular kind of task.
A Skill might define how to:
- prepare your weekly performance report
- structure a client proposal
- review a document against company standards
- create content in a particular format
- follow a repeatable internal workflow
Skills can be simple written instructions or more advanced packages containing reference files and executable code.
The key difference from a Project is that a Project provides context around an area of work, while a Skill provides a repeatable way of doing a task.
If you repeatedly explain the same process to Claude, it may be worth turning that process into a Skill.
Category 2: Researching and Analysing Information
Claude becomes much more useful once you stop treating it as something that only generates text and start using it to work with information.
7. Web Search
Claude can search the web when you need current information rather than relying only on what the model learned during training.
That makes it useful for tasks such as:
- checking recent developments
- researching competitors
- finding current statistics
- comparing products or services
- investigating a company
- looking up changing software features
Claude can cite the sources it uses, which makes the results easier to verify.
Web search is best for relatively focused questions where Claude can find the answer with a small number of searches.
For broader investigations, Research is the more powerful option.
8. Research
Research goes beyond a single web search.
Instead of making one or two queries, Claude can investigate a question across multiple sources, decide what it needs to search next, compare findings, and build a more substantial answer with citations.
For example, you could ask:
Compare the positioning, pricing, and recent product changes of our five closest competitors and identify the three biggest gaps in our current offer.
Claude can break that into several research steps rather than expecting you to find and provide all the information first.
Research can also work with information from connected services when the appropriate Connectors are available.
This is particularly useful for business research that would otherwise require opening dozens of tabs and manually combining the findings.
9. File Uploads and Document Analysis
Claude can work directly with uploaded files rather than requiring you to paste the important sections into a chat.
Depending on the file type and task, you can use this for:
- PDFs
- Word documents
- spreadsheets
- presentations
- text files
- code
- other supported documents
You might upload a report and ask for the key findings, compare several proposals, analyse customer feedback, or ask questions about a lengthy piece of research.
For many business users, this is one of the easiest ways to get more value from AI because it removes the manual step of extracting the information first.
10. Vision and Image Analysis
Claude can also interpret visual information.
You can upload:
- screenshots
- charts
- dashboards
- photographs
- diagrams
- scanned pages
- interface screenshots
and ask questions about what is shown.
For example, instead of trying to describe a dashboard in words, you can upload the screenshot and ask Claude to identify the most important changes.
This is particularly useful when the information you need to discuss is visual but does not justify creating a separate data file first.
11. Creating and Editing Files
Claude is no longer limited to returning text inside the conversation.
With file creation enabled, it can create and edit working files as part of a task.
That means you can ask for a finished output such as:
- a document
- a spreadsheet
- a presentation
- a structured data file
rather than copying generated text into another application yourself.
For businesses, the difference is important.
The task can become:
Turn these meeting notes into a formatted project brief.
rather than:
Write the text, then I’ll copy it into Word and format it myself.
12. Custom Visuals
Claude can create visual and interactive explanations directly inside a conversation.
These might include:
- charts
- diagrams
- comparison visuals
- process maps
- interactive data displays
They are generated for the question you are working on rather than pulled from a library of templates.
For example, if you provide sales figures and ask Claude to show how revenue changed across several categories, it can create a visual representation directly in the conversation.
These visuals are particularly useful for exploring information quickly.
If you create something you want to keep, share, or develop further, you can save it as an Artifact.
13. Artifacts
Artifacts give substantial pieces of work their own space beside the conversation.
Claude may create an Artifact for something such as:
- a long document
- a web page
- an interactive tool
- code
- a diagram
- a dashboard
- a calculator
- a reusable resource
Instead of treating the output as another long chat message, you can continue revising the Artifact while the conversation remains alongside it.
Artifacts have also become considerably more capable. They can include interactive functionality and, where supported, AI-powered features of their own.
This makes them useful not only for drafting content but for building simple working tools without setting up a traditional software project.
Category 3: Working With Claude More Naturally
Not every productivity improvement requires a complex automation. Some features simply make it easier to continue work, recover past context, or interact with Claude in the way that suits the moment.
14. Voice Mode
Voice Mode lets you have a spoken conversation with Claude rather than typing every message.
It is available across web, desktop, and mobile, although the mobile experience is particularly useful when you are away from a keyboard.
You can move between voice and text within the same conversation without losing the existing context.
Voice conversations can also use supported tools such as web search and connected services.
For a business owner, useful situations might include thinking through an idea while walking, talking through a plan, preparing for a meeting, or capturing thoughts that would otherwise never make it into a document.
15. Chat Search
If you have used Claude for a while, the useful answer you need may already exist somewhere in an older conversation.
Chat search allows Claude to find and reference information from previous chats instead of requiring you to remember which conversation contained it.
You might ask:
What did we decide about the pricing structure last month?
or:
Find the conversation where we worked on the launch messaging.
This is particularly useful once Claude becomes part of everyday work and your conversation history becomes too large to navigate manually.
Chat search and Memory solve related but different problems.
Memory carries selected context forward automatically.
Chat search lets Claude go back and find something specific when you need it.
16. Sharing Conversations
Claude conversations can be shared through a link.
This is useful when a conversation itself contains work another person needs to see, such as:
- a research discussion
- a strategy exploration
- an analysis
- a useful set of recommendations
The shared version is a snapshot of the conversation at the point you choose to share it.
That can be easier than copying individual responses into email or another document, particularly when the reasoning developed across several messages.
For Team and Enterprise accounts, sharing follows organisational restrictions rather than automatically creating a public link.
Category 4: Turning Claude Outputs Into Things You Can Use
Some of Claude’s newer capabilities blur the line between “AI response” and finished business asset.
17. Publishing and Embedding Artifacts
Artifacts can be published with a link so other people can open and interact with them.
For Free, Pro, and Max accounts, supported Artifacts can be made publicly available. Team and Enterprise accounts use internal sharing instead.
Published Artifacts can also be embedded on a website using generated embed code.
That means something you create inside Claude — such as a calculator, quiz, interactive guide, or small web tool — can move from an internal experiment to something other people can use without you rebuilding it elsewhere first.
For a business owner, this opens up practical possibilities for:
- lead magnets
- calculators
- quizzes
- interactive resources
- simple customer tools
- educational experiences
18. AI-Powered Artifacts
Artifacts can also contain Claude-powered functionality.
Instead of building a static calculator or page, you can create something that uses AI while the visitor interacts with it.
For example, you might build:
- a guided brainstorming tool
- a personalised questionnaire
- an interactive coach
- a content helper
- a simple assessment
Users access the AI through their own Claude accounts and usage limits rather than requiring you to provide an API key.
Supported Artifacts can also store information between sessions, allowing more persistent tools such as trackers or journals.
This turns Artifacts into something much closer to lightweight applications than simple generated documents.
19. Claude Design
Claude Design is a dedicated environment for creating visual work through conversation.
It can be used to create things such as:
- presentations
- interactive prototypes
- designs
- branded layouts
For businesses and teams, Claude Design can also work from an existing design system so that generated work follows established colours, typography, and component patterns.
That makes it particularly interesting for businesses that want AI-assisted creation without having every output look visually unrelated to the brand.
Claude Design is currently a beta capability on supported paid plans, so its interface and functionality may continue to change.
20. Plugins
Plugins package several Claude capabilities together around a broader type of work.
Where a Skill might teach Claude one repeatable process, a Plugin can combine:
- multiple Skills
- Connectors
- specialised helpers or agents
- supporting workflow components
A finance Plugin, for example, might contain separate processes for variance analysis, forecasting, and preparing management reports.
A marketing Plugin could combine campaign analysis, reporting, research, and content workflows.
Anthropic provides Plugins for different types of work, and organisations can also adapt them around their own processes.
They become particularly useful when AI is no longer supporting one isolated task but an entire role or workflow.
Category 5: Connecting Claude to the Rest of Your Work
The biggest shift in Claude is that the assistant increasingly does not need you to bring all the information to the chat manually.
21. Connectors and MCP
Connectors allow Claude to work with external tools and services.
Depending on what you connect and the permissions available, Claude may be able to access information from services such as:
- Google Drive
- Gmail
- Google Calendar
- Slack
- Microsoft 365
- project-management systems
- other business tools
The Model Context Protocol, or MCP, is the open standard that helps make many of these connections possible.
You do not need to understand MCP technically to use a Connector.
The practical benefit is that instead of saying:
I’ll find the document, copy the relevant section, and paste it here.
you can say:
Find the latest version in Drive and use that.
Some Connectors can also display interactive applications directly inside Claude, allowing you to work with external tools without constantly switching interfaces.
22. Cowork
Cowork is designed for delegating larger pieces of work rather than handling everything one message at a time.
You describe an outcome, give Claude access to the relevant resources, and let it work through the steps required to produce the result.
For example:
Review the customer reports in this folder, compare the last three months, identify the most important changes, and create a management summary.
Cowork can work with files, Connectors, browser access, and other available tools as part of the same task.
This is one of the clearest differences between basic AI chat and more agentic AI work.
Chat helps you work through a problem.
Cowork can take responsibility for more of the process involved in completing it.
23. Scheduled Tasks
If a Cowork task needs to happen repeatedly, it can be scheduled.
That might include:
- a weekly performance summary
- a morning briefing
- a recurring competitor check
- a monthly report
- a regular research task
A good approach is to run the process manually first, confirm that the result is useful, and only then schedule it.
Cloud-based scheduled tasks can run remotely rather than requiring your computer to remain awake, although workflows that depend on local resources still need the appropriate desktop access.
The benefit is not simply automation.
It is turning a process you have already tested into something that no longer needs to be started manually every time.
24. Dispatch
Dispatch allows you to start work on your desktop environment from your phone.
This is useful when the task depends on files, applications, or other resources available on your computer but you are not sitting in front of it.
For example, you might be away from your desk and ask Claude to begin reviewing files or preparing a document using resources on your desktop.
Unlike cloud-based Cowork tasks, Dispatch depends on your computer being awake and Claude Desktop being available.
The distinction matters: Dispatch is essentially remote delegation to your own computer rather than a completely cloud-based task.
25. Computer Use
Computer Use allows Claude to interact directly with applications on your screen.
Instead of relying only on a dedicated Connector or browser integration, Claude can navigate interfaces more like a person would:
- clicking
- typing
- opening applications
- navigating menus
- working with files
- interacting with software
This is useful when a business tool does not have a dedicated Claude integration.
Anthropic currently treats Computer Use as a more experimental capability, so it deserves greater supervision than a well-established Connector.
The more consequential the task, the more carefully you should review what Claude is doing.
26. Claude for Microsoft 365
Claude can work directly inside Microsoft 365 applications, including:
- Excel
- PowerPoint
- Word
- Outlook
This is different from uploading a finished file into a chat.
Claude can assist while you are working inside the application itself.
In Excel, it can help analyse data, explain formulas, and investigate problems.
In PowerPoint, it can help create and revise slide content.
In Word, it can help draft and edit documents.
In Outlook, it can work with email context and assist with communication.
Supported Microsoft 365 experiences can also carry context between applications, which makes workflows involving several files much less fragmented.
For businesses already living inside Microsoft 365, this may be more useful than moving every task into a separate AI interface.
27. Claude Code
Claude Code is primarily a developer tool, but it is worth understanding even if you do not write software yourself.
It gives Claude a working environment where it can inspect files, edit code, run commands, test changes, and carry out multi-step technical work.
For developers, this can support substantial software-development workflows.
For a non-technical business owner, Claude Code is less likely to be the first place to start, but it may still become relevant when working with developers, internal tools, websites, scripts, or technical automation.
The important thing is not to assume that the most advanced Claude product is automatically the most useful one for your business.
For most non-technical users, Chat and Cowork will cover far more everyday work.
Where to Start
A list of 27 capabilities can make Claude sound like another piece of software you now need to learn from beginning to end.
You do not.
The better approach is to start with the problem that currently costs you time.
If you keep repeating the same background information, try Memory, Profile Instructions, or Projects.
If you repeatedly complete the same process, look at Skills.
If you spend too much time searching for information, try Web Search or Research.
If your work is trapped across several documents, start with file analysis.
If you constantly copy information between Claude and another service, look for a Connector.
If a task involves several manual steps and ends in a deliverable, try Cowork.
If the same Cowork task happens every week, test it manually and then consider a Scheduled Task.
The value is not in switching on as many features as possible.
It is in gradually removing the manual work that no longer needs to be manual.
Practical Takeaway
Claude is no longer just a chat assistant.
Its most useful capabilities now fall into several layers:
Personalisation helps Claude understand how you work.
Research and analysis help it work with information rather than only generate text.
Artifacts and Design turn conversations into reusable outputs and tools.
Skills and Plugins make repeatable processes easier to standardise.
Connectors, Cowork, and Computer Use allow Claude to work with the systems where your business already operates.
You do not need all of them.
Start with one feature that solves a real problem, use it long enough to understand whether it genuinely saves time, and expand from there.
That is a much more useful way to become an advanced Claude user than trying to adopt every new feature as soon as it appears.