​

Projects

Projects provide a flexible way to organize your chats around specific contexts, making it easier to work on larger initiatives while keeping all related conversations together.

​

What are Projects?

Projects are containers that group related chats in a specific context. Whether you’re working on a marketing campaign, product launch, or research initiative, Projects help you:

• Group related chats - Keep all conversations about a specific topic or initiative together
• Share files across chats - Attach documents once and access them in all project chats without re-uploading
• Customize AI behavior - Set project-specific instructions that apply to all chats within the project
• Maintain context - Work on larger projects without losing track of relevant information

​

How Projects Work

Projects enhance your workflow through shared context:

1. Create a project for your specific purpose (e.g., “Q4 Marketing Campaign” or “Product Research”)
2. Upload relevant documents that will be accessible across all project chats
3. Set custom instructions to guide the AI’s behavior for this specific project
4. Start chatting with full access to the project context and files

​

Creating a Project

​

From the sidebar

1. If you have existing projects: Hover over the “Projects” header in the sidebar to reveal a + button, then click it
2. If you have no projects yet: Click the “New project” item that appears in the sidebar

​

Using keyboard shortcuts

Press ⌘/Ctrl + K to open the command palette and type “new project”

​

Setting Up Your Project

When creating a project, you can configure:

​

Project basics

• Name: Choose a descriptive name that identifies the project’s purpose
• Description (optional): Add context about the project’s goals or scope

​

Attached files

Upload documents, spreadsheets, presentations, or other files that are relevant to your project. These files will be automatically available in all chats within the project - no need to upload them repeatedly.

​

Custom instructions

Define project-specific instructions that customize how the AI responds within this project’s chats. For example:

• “Always use formal business language for this client project”
• “Focus on technical accuracy and include code examples”
• “Summarize responses in bullet points for easy scanning”

​

Working with Projects

​

Starting a chat in a project

Once your project is set up, any new chat you create within it will automatically:

• Have access to all project files
• Apply your custom instructions
• Be grouped with other project chats for easy navigation

​

Managing project content

• All chats within a project share the same context
• You can update files or instructions at any time
• Changes to project settings apply to all future chats

​

Sharing Projects

Share entire projects with your team to collaborate effectively. When you share a project, team members get access to all chats, files, and custom instructions within that project.

​

Sharing a project

1. Open your project
2. Click the Share button in the top right corner
3. Search for users or groups within your workspace
4. Select the permission level for each collaborator
5. Optionally enable email notifications with a custom message

​

Who you can share with

Projects can be shared with:

• Individual users within your workspace
• Groups within your workspace (you must be an editor or admin of the group to share with it)

​

Viewing shared projects

When someone shares a project with you, it automatically appears in your sidebar under the “Projects” section alongside your own projects. Additionally, each chat card in the project overview shows the chat owner’s name and profile picture, so you can easily see who created each chat.

​

Permission levels

Projects have three permission levels:

• Owner: The person who created the project. Has full control including the ability to delete the project.
• Editor: Can chat and edit knowledge and instructions.
• User: Can chat and see knowledge and instructions.

When sharing a project, you can assign either Editor or User permissions to collaborators.

​

Chat ownership

Regardless of project permissions, you always retain full control over your own chats:

• Only you can edit, rename, or delete chats you created
• Your chats remain yours even if the project is deleted
• All chats added to a shared project are visible to all project members

​

Filtering shared content

To help you manage shared projects, you can filter chats within a project:

• All - Show all chats
• By you - Show only chats you created
• By others - Show only chats created by team members

​

Best Practices

• One project per initiative - Create separate projects for distinct workflows or clients
• Keep files updated - Regularly review and update project files to maintain relevance
• Use specific instructions - Tailor AI behavior to match the project’s communication style and requirements
• Archive completed projects - Keep your workspace organized by archiving finished projects

​

Use Cases

Projects are particularly useful for:

• Marketing campaigns - Group all campaign-related chats with brand guidelines and assets
• Research projects - Keep research documents and discussions organized together
• Client work - Maintain separate contexts for different clients with their specific requirements
• Product development - Organize feature discussions with relevant specifications and documentation