Create and Manage a Project

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Create a New Project

1. Go to the Projects section in the left sidebar
2. Click the “+” (Create Project) button
3. Enter a Project Name (e.g. “HR Policy Docs” or “Marketing 2025 Planning”)
4. Your project will now appear in the sidebar and open as a dedicated workspace

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Inside Your Project

• Knowledge Files — Upload files for AI to reference (PDFs, DOCs, etc.)
• Project Instructions — Add context that applies across all chats in the project
• Chats — Start and organize multiple conversations with access to the same files and instructions

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Create a Chat Within a Project

1. Open your project from the sidebar
2. Click “Create Chat” from the top or via the three-dot menu next to the project name
3. Begin chatting — your uploaded files and instructions will automatically apply

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Rename or Delete a Project

• Click the three-dot menu (⋮) next to a project name in the sidebar
• Select “Rename Project” to change the name
• Select “Delete Project” to remove it permanently

⚠️ Deleting a project will remove all chats and files inside it. This action cannot be undone.

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Organizing Projects

• Use clear, goal-oriented names (e.g. “Client A Q2 Review” or “Product Launch – Europe”)
• Create separate projects for teams, clients, or documentation efforts
• Archive or delete unused projects to keep your workspace clean

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What’s Next?

• Organize Knowledge Inside a Project
• Share a Project with Others
• Project Overview