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Module 0Start here: AI in plain English

What chat AI is, which tool to open, how to ask it for what you need, and what to keep out of it. No tech background needed.

Lesson 1 3 min

Understand what chat AI actually is

Chat AI is a writing and thinking helper you talk to in plain sentences, not a search engine and not a know-it-all.

  • 1Chat AI is a tool you type to in normal sentences, and it writes back.
  • 2It's good with words: drafting, rewording, summarizing and brainstorming.
  • 3It doesn't know your business unless you tell it.
  • 4Think of a fast new assistant: great first drafts, and you still check the work.
Common mistakes
  • Using it like a search engine and trusting every fact it gives back.
  • Expecting it to know your prices, hours or customers without being told.
  • Giving up after one so-so answer instead of asking again with more detail.
Lesson 2 3 min

Pick a tool and get started

Any of the big chat AIs will do for the lessons here, and the free versions are enough to learn on.

  • 1ChatGPT, Claude, Gemini and Copilot all handle everyday business writing well.
  • 2The free versions are enough for everything in this course.
  • 3If you already use Google or Microsoft tools at work, the one built in is an easy start.
  • 4Pick one and stick with it for a couple of weeks.
Common mistakes
  • Spending a week comparing tools instead of using one.
  • Signing up with a personal email instead of the one you use for the business.
  • Skipping the privacy settings when you first set it up.
Lesson 3 4 min

Ask so you get useful answers

Give it context, say who it is for, ask for a format, and keep going back and forth until it is right.

  • 1Give context: who you are and what's going on.
  • 2Say who it's for: a customer, an employee, a supplier.
  • 3Ask for a format: bullet points, a short email, a table.
  • 4Iterate. Say what to change, and the second or third try is usually the keeper.
Common mistakes
  • One-line requests like 'write a post about my bakery' that leave AI guessing.
  • Starting over from scratch instead of telling it what to change.
  • Forgetting to say how long it should be, so you get a wall of text.
Lesson 4 3 min

Know what not to paste in

Keep private customer, employee and financial details out of chat AI, and strip names before you paste.

  • 1What you type leaves your computer and is stored by the company that runs the tool.
  • 2Never paste card numbers, bank or Social Security numbers, passwords or health information.
  • 3Swap real names for 'the customer' or 'Employee A' before you paste.
  • 4If a law or contract says keep it confidential, leave it out entirely.
Common mistakes
  • Pasting a whole invoice or email without stripping names, addresses and account numbers.
  • Assuming a chat is private because only you can see it on your screen.
  • Thinking that removing the name makes health or payment details OK to share.
Lesson 5 3 min

Know when to double-check

AI can make up facts, numbers and sources, so check anything that matters before you rely on it.

  • 1Chat AI writes what sounds likely, not what it has confirmed.
  • 2It can invent a number, law, quote or link and say it as smoothly as the truth.
  • 3Check numbers, dates, prices, and anything legal, tax or safety related, at the source.
  • 4Read everything before a customer sees it. You keep the final say.
Common mistakes
  • Trusting a link or source without opening it.
  • Copying a tax or legal answer straight into a decision.
  • Skimming a draft and missing a wrong date or price.
Module challenge

Safe to paste?

Eight things you might want help with. Sort each one: safe to paste into a chat AI, or keep it out?

1 of 8
A customer's credit card number, to help word a refund note

When you want AI that already knows your business

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