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Creating Projects

Create a project to collaborate with your team and give the AI shared context across multiple conversations.

How to Create a Project​

  1. Click "Projects" in the sidebar
  2. Click the "New Project" button
  3. Fill in the project details:
    • Name — A descriptive name (e.g., "Q3 Marketing Campaign")
    • Description — What this project is about (optional but recommended)
  4. Click "Create"

Your project is created and you're taken to the project detail page.

After Creating​

Once your project exists, you can:

  • Start a conversation — Click the chat input to begin an AI conversation within the project
  • Upload documents — Add files relevant to the project
  • Invite members — Add team members to collaborate (see Project Members)

Project Card​

Your project appears as a card on the Projects page showing:

  • Project name
  • Number of conversations in the project
  • Number of documents uploaded
  • Number of members
  • Last updated timestamp

Projects

Editing a Project​

  1. Open the project
  2. Click the edit icon or project settings
  3. Update the name or description
  4. Save changes

Deleting a Project​

  1. Open the project
  2. Click the delete option in project settings
  3. Confirm deletion
caution

Deleting a project removes all conversations, documents, and memory associated with it. This action cannot be undone.

Tips​

  • Name projects clearly — "Q3 Budget Review" is better than "Project 1"
  • Add a description — helps team members understand the project's purpose
  • One project per initiative — don't mix unrelated topics in a single project
  • Upload relevant documents first — give the AI context before starting conversations