The least flashy episode, and one of the most important. Before you trust an AI tool with real business, you should know exactly what it keeps and what it does with it.
In this one, Jason walks the privacy and memory settings in the Claude desktop app, one switch at a time. You'll see where the "Help improve our models" toggle lives, what happens to your conversations when it's on versus off, and why turning it off only protects future chats. Then he covers the memory preferences (past chats, memory from history, tool access, connector search) and explains which plan fits when you're handling confidential or regulated work.
By the end you'll have a clean, deliberate setup you can finish in a couple of minutes, so the sensitive stuff you're about to type is covered before you type it.
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3:43 · Jun 13, 2026
Lock Down Your Privacy Settings in Claude
Before you put comp talk, deal terms, or client data into Claude, spend two minutes in Settings. This episode walks the exact privacy and memory toggles that decide whether your conversations get used for training.
Full transcript +
You've connected your inbox and you're about to put real business in this tool: comp discussions, deal terms, personal issues. Before any more of that happens, we're going to spend a couple of minutes in Settings, look at some switches, and make sure we know exactly what each one does. And while this might be the least flashy video in the series, it might be one of the more important ones.So inside our Claude desktop application, we're going to click our name in the bottom left, then click Settings. Inside Settings, we click Privacy. Right here we have "Help improve our models," which allows the use of your chats and sessions to train and improve Anthropic models. You can click "Learn more," but I recommend turning that toggle off.If the toggle is on, your conversations could be retained for up to five years and used to train future Claude models. If it's turned off, conversations could be retained for up to 30 days, only for technical or security purposes, then they're deleted and are never used to train AI models.For client confidential work, personnel matters, and deal terms, my recommendation is this toggle goes off today, before you do anything else. Turning it off ensures conversations aren't used for training, but it doesn't automatically remove data that was already processed. This is only for future chats. So flip it now, not after the sensitive conversation you're about to have.Once that's done, you can also click "Manage" for your memory preferences. Let me show you. Go to Settings, then Privacy, then Memory preferences, and click Manage. Here's what's there:
Search and reference past chats: allow Claude to search for relevant chats. Yes, I want that.
Generate memory from chat history. Yes, I want that.
Tool access mode: load tools when they're needed. That's fine.
Connector search: let Claude search the Connector Directory and surface ones that are relevant. Yes, I think that's great.
From there you can turn any of the others on or off. I'm fine with all of them, and that's where I'll leave my settings.One more thing worth mentioning: this is a Pro plan or a Max plan, which is great and lets us do all of this. But if you're in a regulated industry, handling client data under professional confidentiality obligations, or rolling this out to a team, the Team plan is probably the correct tool to use. It has commercial terms that exist for exactly that situation. And if you're still in doubt, talk to an attorney, not some guy on a video you're paying to learn how to use AI.So, to make sure we're on the same page: go to Settings, then Privacy, and make sure "Help improve our models" is off. You can choose to turn location metadata on or off, which lets Claude know where you are. Then go to Memory preferences and set them to whatever fits your situation. Once that's set, you're good to continue and use Claude to make your life better every day.
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