Live Oak Custom Homes · AI Operations
Getting started with your Claude workspace.
Five seats, one shared brain that already knows your business. This page is the walkthrough from first sign-in to daily habit. Keep it bookmarked.
01Sign in
- Check your email for the invitation to the Live Oak Claude workspace and accept it.
- Create your own password. Your login is yours alone; there are no shared accounts.
- Sign in at claude.ai from any computer, or install the mobile app and sign in there too. Everything follows your account.
02Just talk to it
Claude already knows Live Oak: your history since 1991, Oso Vista, your voice, what buyers ask, and how your process works. You do not need to explain the company before asking for help. Ask in plain English, the way you would ask a sharp new hire.
Try it first, Richard
"A buyer is worried about windstorm insurance costs. What do we say, and what proof do we have?"
Oversight · ask anything about the business
Try it first, Lynna
"Draft three posts about the model home kitchen in our voice. One educational, one lifestyle."
Content · drafts land in your approval queue, nothing posts itself
And for Cindy
"Draft a friendly email to a homeowner about their selections deadline next Friday."
Admin · documents and email drafts with the business knowledge at hand
03Your two built-in tools
Krate installed two Live Oak tools into the workspace. They are already on for every seat; there is nothing to set up.
The Content Studio
Your five post styles, the caption formula, calendars, and content requests. Lynna's home base. Ask it to "show me our content styles" or "plan next week's posts." Only Lynna's yes schedules anything.
The Knowledge Base
The written brain: company facts, brand voice, Oso Vista, buyer questions, your process. Claude checks it before answering business questions, so answers stay consistent for everyone.
04Projects: a room for each piece of work
A Project is a workspace inside the workspace: its own instructions, its own files, its own memory. Chats inside a Project remember that Project's context, so you never re-explain. Use one Project per ongoing effort, not per question.
- In the left sidebar, click Projects, then New project.
- Name it for the work, not the day: "Oso Vista Launch," "Homeowner Communications," "Live Oak HQ."
- Add files worth keeping at hand (a spec sheet, a price list, a floor plan) and a line or two of instructions, like "Everything here is about the Oso Vista launch. Audience is serious buyers."
- Start every related chat inside that Project. It gets smarter about that work as you go.
Good starting set for Live Oak: Live Oak HQ (general business questions), Oso Vista Launch (everything August), and Homeowner Communications (letters and emails in your voice).
05How the brain learns
Engineered like a change-ordered set of plans, not a black box.
- The knowledge base is the master record. Every fact in it is dated and sourced, and every change is logged. Nothing rewrites itself invisibly; there is a paper trail you can read.
- Corrections stick. Tell Claude a fact is wrong in any chat and it uses your correction immediately, then flags it for the master record so the fix reaches everyone, permanently.
- It learns from the work itself. What Lynna approves, edits, or rejects; what buyers ask; what changes in your process. On a schedule, the system reads those signals and updates the knowledge base automatically. Updates reach every seat with no button to press.
- Projects remember. Each Project builds its own working memory of your preferences, and you can view and edit everything it believes at any time.
- Guardrail: new facts add themselves; changes to your rules or your voice get a human review first. And your conversations are never used to train the AI itself. Your knowledge stays yours.
06House rules
- Lynna is the only poster. Everyone can draft and request; only Lynna's approval publishes.
- Real photos first. Your actual homes beat anything generated, always.
- AI video is labeled. Anything AI-generated that looks real carries "Created with AI."
- Nothing publishes on its own. The system drafts and schedules; humans approve.
- Stuck? Ask Claude first ("how do I..."), then Nate: nate@kratesolutions.com.