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Projects

Projects let you organize your work into collaborative spaces where you and your team can share conversations, upload reference files, and work together with AI. Instead of managing individual chats scattered across your account, a project brings everything together in one place — shared context, shared files, and shared conversations.

Projects are ideal for teams working on a common goal, such as preparing a report, researching a topic, planning an initiative, or managing ongoing work that benefits from shared AI-assisted conversations.

Creating a Project​

  1. Navigate to the Projects page from the sidebar.
  2. Click the New Project button in the top-right corner.
  3. Enter a name for your project (required, up to 100 characters).
  4. Optionally add a description to help collaborators understand the project's purpose (up to 500 characters).
  5. Click Create.

You'll be taken directly to your new project, where you can start chatting, uploading files, and inviting team members.

Finding Your Projects​

The Projects page shows three sections:

  • Pending Invitations — Projects you've been invited to but haven't accepted yet.
  • My Projects — Projects you created and own.
  • Projects I'm In — Projects you've joined as a member.

Use the search bar at the top to find projects by name or description. Each section also has a Show Archived toggle to include archived projects in the list.

Working with a Project​

When you open a project, you'll see the project header with its name and description, along with tabs for managing different aspects of the project.

Chats​

The Chats tab is the default view. It combines a chat input area at the top with a list of recent conversations below.

  • Start a new chat by typing a message in the input area. The conversation is automatically linked to the project and benefits from the project's context, including any uploaded files and custom instructions.
  • View recent chats in the list below. You can filter between All chats (from all project members) and My chats (only yours).
  • Continue a conversation by clicking on any chat in the list.
  • Refresh the chat list to see the latest conversations from other team members.

All chats created within a project have access to the project's files and instructions, giving the AI relevant context for every conversation.

Settings​

The Settings tab lets the project owner (and organization administrators) configure the project:

  • Project Name — Update the display name (up to 100 characters).
  • Project Description — Add or edit a short summary (up to 300 characters).
  • Model — Choose the default AI model for new chats in this project. If set to the default, it uses your organization's default model.
  • Custom Instructions — Provide specific instructions that the AI will follow in every chat within this project (up to 4,000 characters). For example, you might instruct the AI to always respond in a certain format, focus on a specific domain, or follow particular guidelines.

Click Save after making changes.

Files​

The Files tab lets you upload documents that provide context to the AI in every project chat.

Uploading files:

  1. Click the Add button, or drag and drop files directly onto the page.
  2. Select one or more files from your computer.
  3. Review the files in the upload queue, then click Upload.

Supported file types include PDF, Word documents (DOCX), spreadsheets (XLSX, CSV), text files (TXT), Markdown (MD), JSON, and various source code files.

After upload, files go through a processing stage:

  • Pending — File is queued for processing.
  • Processing — Text content is being extracted.
  • Ready — File content is available to the AI in chats.
  • Error — Something went wrong during processing.
  • Unsupported — The file type couldn't be processed.

The page also shows a token usage chart that indicates how much of the available context window is being used by your files. Each project has at least 100,000 tokens of file capacity, with some models supporting more.

Previewing files: Click on any file with a Ready status to open a side panel showing the extracted text content.

Deleting files: Click the delete icon next to a file to remove it from the project.

Members​

The Members tab lets the project owner manage who has access.

Adding members:

  1. Use the search input at the top of the Members tab to find users in your organization.
  2. Select one or more users and click Add.
  3. Invited users will see a pending invitation on their Projects page.

Member roles:

  • Owner — The person who created the project. Can manage settings, files, members, and archive or delete the project. There is always exactly one owner.
  • Accepted — Members who have accepted their invitation. They can view all project content, participate in chats, and upload files.
  • Pending — Users who have been invited but haven't yet accepted.

Transferring ownership: The owner can transfer ownership to any accepted member by clicking the menu icon next to that member and selecting Transfer Ownership. This action cannot be undone.

Removing members: The owner can remove any member (accepted or pending) from the project. Removed members lose access immediately.

Responding to Invitations​

When someone invites you to a project, you'll see it in the Pending Invitations section at the top of the Projects page. Each invitation shows the project name, description, and current members.

  • Click Accept to join the project.
  • Click Decline to reject the invitation.

Archiving and Deleting Projects​

Archiving​

Archiving hides a project from the default list without permanently removing it. This is useful for completed projects you may need to reference later.

  • To archive, open the project and click the Archive button in the project header (or use the project card's menu on the Projects page).
  • Archived projects display a yellow Archived badge.
  • To restore, click Unarchive from the project header or the project card's menu.
  • Archived projects are only visible when the Show Archived toggle is enabled.

Deleting​

Deleting a project permanently removes it and all associated data. This action cannot be undone.

  • To delete, open the project and click the Delete button, or use the menu on the project card.
  • Only the project owner and organization administrators can delete projects.

Leaving a Project​

If you're a member (not the owner) and no longer wish to participate:

  1. Open the project.
  2. Click the Leave button in the project header, or use the Leave button next to your name in the Members tab.
  3. Confirm your decision.

After leaving, the project is removed from your list. You can be re-invited by the project owner.

How AI Uses Project Context​

When you start a chat within a project, the AI automatically receives:

  • The project name and description, giving it awareness of the project's purpose.
  • Any custom instructions set in the project settings, guiding the AI's behavior.
  • The text content of uploaded files that are in a Ready state, ordered by relevance and size to fit within the model's context window.

Every conversation within the project starts with a shared foundation of knowledge, without you needing to re-explain context or re-upload documents each time.

Tips for Getting the Most Out of Projects​

  • Write clear custom instructions. The more specific your instructions, the more consistently the AI will behave across all project chats.
  • Upload relevant reference materials. Product specs, research papers, meeting notes, and style guides all work well as project files.
  • Use descriptive project names and descriptions. This helps team members find the right project and gives the AI additional context.
  • Keep file sizes manageable. The token usage chart on the Files tab helps you stay within limits. Remove older or less relevant files when approaching the cap.
  • Use chat filters. On the Chats tab, switch between "All chats" and "My chats" to find conversations quickly.
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