# Set up the apps (/claude-and-chatgpt-2/new-way-of-working/set-up-the-apps) --- type: Document title: "Set up the apps" description: "Install the Claude or ChatGPT desktop app, make two privacy choices before your first message, and make the app ask before it acts." status: stable order: 0.155 ksor: owner: team:panaversity audience: [ public ] approval: by: process:panaversity at: 2026-11-11T08:18:37Z chapter: "F00" part: Front expert_status: required concepts: [ "Set up the apps" ] last_verified: 2026-10-29 steps_run: # Still to run (the editor approved the page on 11 November 2026 with these open): every step on a free account in both apps, the folder message on the practice lab's folder, and where Settings opens in each desktop app (the words came from the removed Your First Hour chapter, which described the websites). # The supplier counts in the folder step's check were counted from office-orders.csv, not taken from a run. - { what: "Screens of the Claude app's Chat tab, no task run: the message box's Project or folder and Auto controls. One figure comes from them.", by: "human:mjunaidca", date: 2026-10-29, app_version: "Claude 4.29.0, Max plan" } - { what: "The ChatGPT app explored with computer use on the editor's Mac, at the editor's request, no task run: the Chat and Work switch, the permissions menu, Choose project and its Create project window, and the run-location menu. Two figures come from it.", by: "Claude Code, on human:mjunaidca's computer", date: 2026-10-29, app_version: "ChatGPT 26.1016.51333" } sources: - id: anthropic-install-desktop title: "Install Claude Desktop (Claude Help Center, verified 2026-11-11)" resource: https://support.claude.com/en/articles/10065433-installing-claude-for-desktop - id: anthropic-pro-plan title: "What is the Pro plan? (Claude Help Center, updated 2026-10-13, verified 2026-10-16)" resource: https://support.claude.com/en/articles/8325606-what-is-the-pro-plan - id: anthropic-privacy title: "How do I change my model improvement privacy settings? (Anthropic Privacy Center, updated 2026-08-03, verified 2026-11-11)" resource: https://privacy.claude.com/en/articles/12109829-how-do-i-change-my-model-improvement-privacy-settings - id: anthropic-memory title: "Use Claude's chat search and memory to build on previous context (Claude Help Center, verified 2026-11-11)" resource: https://support.claude.com/en/articles/11817273-use-claude-s-chat-search-and-memory-to-build-on-previous-context - id: anthropic-incognito title: "Use incognito chats (Claude Help Center, verified 2026-11-11)" resource: https://support.claude.com/en/articles/12260368-use-incognito-chats - id: anthropic-one-claude title: "Claude Cowork and chat are one Claude (Claude Help Center, verified 2026-11-11)" resource: https://support.claude.com/en/articles/16761823-claude-cowork-and-chat-are-one-claude - id: anthropic-get-started-tasks-plans title: "Get started with Claude Cowork, the plans it reaches first (Claude Help Center, updated 30 October 2026, verified 2026-10-31)" resource: https://support.claude.com/en/articles/13345190-get-started-with-claude-cowork - id: anthropic-builtin-browser title: "Use the built-in browser in Claude Cowork (Claude Help Center, verified 2026-10-28)" resource: https://support.claude.com/en/articles/16607400-use-the-built-in-browser-in-claude-cowork - id: anthropic-builtin-browser-plans title: "Use the built-in browser in Claude Cowork, the plans that have it (Claude Help Center, updated 30 October 2026, verified 2026-10-31)" resource: https://support.claude.com/en/articles/16607400-use-the-built-in-browser-in-claude-cowork - id: anthropic-desktop-tour title: "Navigating the Claude desktop app (Anthropic Academy, verified 2026-10-28)" resource: https://academy.claude.com/tutorials/navigating-the-claude-desktop-app - id: openai-pricing title: "Plans and Pricing (ChatGPT, verified 2026-10-28)" resource: https://chatgpt.com/pricing/ - id: openai-macos-app title: "Downloading the ChatGPT macOS app (OpenAI Help Center, updated 2026-10-28, verified 2026-10-28)" resource: https://help.openai.com/en/articles/9275200-downloading-the-chatgpt-macos-app - id: openai-windows-app title: "Using the ChatGPT Windows app (OpenAI Help Center, updated 2026-10-19, verified 2026-10-28)" resource: https://help.openai.com/en/articles/9982051-using-the-chatgpt-windows-app - id: openai-data-controls title: "Data controls in ChatGPT (OpenAI Help Center, updated 2026-10-27, verified 2026-10-28)" resource: https://help.openai.com/en/articles/7730893-data-controls-in-chatgpt - id: openai-memory title: "Memory in ChatGPT (OpenAI Help Center, updated 2026-09-19, verified 2026-10-16)" resource: https://help.openai.com/en/articles/8590148-memory-in-chatgpt - id: openai-temporary title: "Temporary chat in ChatGPT (OpenAI Help Center, updated 2026-09-19, verified 2026-10-16)" resource: https://help.openai.com/en/articles/8914046-temporary-chat-in-chatgpt - id: openai-work-start title: "Get started with ChatGPT Work (ChatGPT Learn, verified 2026-10-29)" resource: https://learn.chatgpt.com/docs/get-started-with-work - id: openai-desktop-app title: "ChatGPT desktop app (ChatGPT Learn, verified 2026-10-29)" resource: https://learn.chatgpt.com/docs/app - id: openai-permissions title: "Permissions (ChatGPT Learn, verified 2026-11-11)" resource: https://learn.chatgpt.com/docs/permission-modes - id: openai-browser title: "Using the built-in browser in the ChatGPT desktop app (OpenAI Help Center, updated 2026-10-23, verified 2026-10-28)" resource: https://help.openai.com/en/articles/20001277-using-the-built-in-browser-in-the-chatgpt-desktop-app - id: openai-moving-desktop title: "Moving to the new ChatGPT desktop app (OpenAI Help Center, verified 2026-11-04)" resource: https://help.openai.com/en/articles/20001276-moving-to-the-new-chatgpt-desktop-app generated: at: 2026-11-11T08:18:37Z by: process:panaversity trust_tier: unverified build_id: sha256:2c8363a5436bca5eb3cc81adfe9c5cdb55380e522b3ebd7618270caef15a8351 dirty: true ksor_version: 0.0.60 --- Before the [practice lab](lab.md), get one app ready. Start with Claude, and add ChatGPT when an exercise compares the two. A free account is enough. There are three steps. ## Step 1. Install the app and sign in ### Claude [Download the Claude app](https://claude.com/download), open it, and sign in. No account yet? Sign up at claude.ai. You must be 18 or older, in a [supported country or region](https://www.anthropic.com/supported-countries).[^anthropic-pro-plan] It runs on macOS 13 or later, Windows 10 or later and, in beta, Linux (Ubuntu 22.04 or later, Debian 12 or later).[^anthropic-install-desktop] ### ChatGPT [Download the ChatGPT app](https://chatgpt.com/download/), open it, and sign in. No account yet? Sign up at chatgpt.com. It runs on macOS 14 or later and Windows 10 or later.[^openai-macos-app],[^openai-windows-app] ## Step 2. Make two choices before your first message The app keeps a copy of what you type. Two switches decide what happens to that copy. - **Training:** may the company use your chats to train its later models? If you are not sure, turn it off. - **Memory:** may the app save notes about you, and use them in later chats? Choose now, because turning training off later covers only your new chats. It cannot take back what training has already used. Turning training off does not make a work file safe to upload. Your company's rules decide what may go in, and [Chapter 10](../../managing-ai-workers/governance-and-responsible-use/can-this-data-go-in.md) teaches how to decide. To find the switches, click your name at the bottom left, then *Settings*. ### Claude - **Training:** open *Privacy*, and find *Help improve our AI models*.[^anthropic-privacy] - **Memory:** open *Your Claude*, and find *Generate memory from chats*. In older versions of Settings, it is under *Memory*.[^anthropic-memory] For one chat you do not want kept in your history, click the ghost icon at the top right of a new chat. Claude calls this an incognito chat. It adds nothing to memory and is not used for training. Anthropic still keeps a copy for a time, 30 days by default.[^anthropic-incognito] ### ChatGPT - **Training:** open *Data controls*, and find *Improve the model for everyone*.[^openai-data-controls] - **Memory:** open *Personalization*, and find *Enable memory*.[^openai-memory] For one chat you do not want kept in your history, choose *Temporary* in a new chat. It adds nothing to memory and is not used for training. OpenAI may still keep a copy for a time, up to 30 days.[^openai-temporary] ## Step 3. Make it ask before it acts For your first jobs, choose the setting that asks you first. ### Claude Under the message box, next to the model menu, a setting says *Auto*. Change it to *Manual*. In Auto, Claude keeps working without asking about each step, and automated safety checks run before it acts. In Manual, it asks before each action, and you allow or deny it.[^anthropic-one-claude] On a free account you may not see this setting. That is fine, because a free account cannot reach your folders or the browser. ![Claude's message box in the desktop app, as it looked on 29 October 2026. Under the box, two controls are boxed. On the left, Project or folder, where you choose a folder for Claude. On the right, Auto, the setting you change to Manual. Between them is the model menu.](img/desktop-message-box.png) ### ChatGPT 1. At the top left, make sure the menu says *ChatGPT*, not *Codex*. 2. At the top, switch from *Chat* to *Work*. If you see no switch, carry on.[^openai-moving-desktop] 3. Under the message box, open the permissions control, and choose *Ask for approval*. ChatGPT then works inside any folder you give it, and asks before it edits other files or uses the internet.[^openai-permissions] 4. The computer icon at the right of that row sets where the chat runs. Keep *On your computer*.[^openai-work-start] ![ChatGPT's Work message box in the desktop app, as it looked on 29 October 2026, with its permissions menu open. The menu asks how ChatGPT's actions should be approved. It offers Ask for approval, which is boxed, Approve for me and Full access. The control that opens the menu, set here to Full access, is boxed too.](img/desktop-chatgpt-permissions.png) ## You are ready Go on to the [practice lab](lab.md). The rest of this page is optional. ## Optional: give it a folder, and let it use a browser The practice lab does not need this. It shows what the desktop app adds: the AI works in a folder on your own computer, and uses a browser inside the app. On Claude, this needs a paid plan. Download the practice lab's files, [`brightline-lab-f00.zip`](https://github.com/panaversity/agentfactory-v2-resources/releases/latest/download/brightline-lab-f00.zip), and unzip them. Then give the app that folder. ### Claude Under the message box, open *Project or folder*, and choose the folder you unzipped.[^anthropic-one-claude] ### ChatGPT 1. Under the message box, open *Choose project*, and choose *New project*. 2. Give the project a name. Under *Source folders*, click *Add*, and choose the folder you unzipped. 3. Click *Create project*.[^openai-desktop-app] ![ChatGPT's Create project window, as it looked on 29 October 2026. It has a box for the project's name, and under Source folders, the line "Add a folder on this computer" with an Add button, which is boxed. At the bottom is Create project.](img/desktop-chatgpt-create-project.png) ### Try it Send this message: > Read office-orders.csv in this folder. List each supplier, with how many orders it has this week. Save the list in this folder as suppliers.md. A new file appears in your folder. It should list five suppliers and seven orders in all. Then try the browser: > Open claude.com/pricing in the built-in browser, and tell me what the Pro plan costs. On ChatGPT, use chatgpt.com/pricing and the Plus plan. A browser opens next to the chat, and the AI reads the page while you watch. The app asks for your permission before it uses a new site.[^anthropic-builtin-browser],[^openai-browser] If it asks you to upgrade, skip this. ## Which plan has what | On a free account | Claude | ChatGPT | | --- | --- | --- | | Chat | Yes | Yes | | Work in your folders | No[^anthropic-desktop-tour] | Some[^openai-pricing] | | The built-in browser | No[^anthropic-builtin-browser-plans] | OpenAI does not say[^openai-browser] | | The coding tool (Claude Code or Codex) | No[^anthropic-install-desktop] | Some[^openai-pricing] | Paid plans include more of these. We checked this table on October 28 and 29, 2026. Plans change often, so trust what your own app shows. If your Claude message box still shows *Chat* and *Cowork*, your account has not moved to the new app yet. Choose *Cowork* for the folder and the browser.[^anthropic-get-started-tasks-plans] If ChatGPT's Windows app asks you to upgrade, use chatgpt.com in your browser.[^openai-windows-app] ## Optional: the Claude app without a Claude plan The Claude app can also run on a model from another company. [The appendix](appendix-the-claude-app-without-a-claude-plan.md) shows how, and what you give up. [^anthropic-install-desktop]: Install Claude Desktop, Claude Help Center. [^anthropic-pro-plan]: What is the Pro plan?, Claude Help Center. [^anthropic-privacy]: How do I change my model improvement privacy settings?, Anthropic Privacy Center. [^anthropic-memory]: Use Claude's chat search and memory to build on previous context, Claude Help Center. [^anthropic-incognito]: Use incognito chats, Claude Help Center. [^anthropic-one-claude]: Claude Cowork and chat are one Claude, Claude Help Center. [^anthropic-get-started-tasks-plans]: Get started with Claude Cowork, Claude Help Center, accessed 31 October 2026. [^anthropic-builtin-browser]: Use the built-in browser in Claude Cowork, Claude Help Center. [^anthropic-builtin-browser-plans]: Use the built-in browser in Claude Cowork, Claude Help Center, accessed 31 October 2026. [^anthropic-desktop-tour]: Navigating the Claude desktop app, Anthropic Academy. [^openai-pricing]: Plans and Pricing, ChatGPT. [^openai-macos-app]: Downloading the ChatGPT macOS app, OpenAI Help Center. [^openai-windows-app]: Using the ChatGPT Windows app, OpenAI Help Center. [^openai-data-controls]: Data controls in ChatGPT, OpenAI Help Center. [^openai-memory]: Memory in ChatGPT, OpenAI Help Center. [^openai-temporary]: Temporary chat in ChatGPT, OpenAI Help Center. [^openai-work-start]: Get started with ChatGPT Work, ChatGPT Learn. [^openai-desktop-app]: ChatGPT desktop app, ChatGPT Learn. [^openai-permissions]: Permissions, ChatGPT Learn. [^openai-browser]: Using the built-in browser in the ChatGPT desktop app, OpenAI Help Center. [^openai-moving-desktop]: Moving to the new ChatGPT desktop app, OpenAI Help Center.