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

Create a project for your specific purpose (e.g., “Q4 Marketing Campaign” or “Product Research”).

2

Upload relevant documents

Upload documents that will be accessible across all project chats.

3

Set custom instructions

Define instructions to guide the AI’s behavior for this specific project.

4

Start chatting

Begin conversations 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

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