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Projects - Organize Your Work

Projects help you group related notebooks, knowledge files, and team members together. Use them to organize work by topic, client, or initiative.

Overview​

A project contains:

  • Notebooks - Related conversation sessions
  • Files - Knowledge documents for reference
  • Members - Team collaborators
  • System Prompts - Project-wide AI context

Creating a Project​

  1. Navigate to Projects from the sidebar
  2. Click Create Project
  3. Enter a name and description
  4. Optionally add initial notebooks or files
  5. Click Create

Project Settings​

FieldLimitDescription
Name50 charactersUnique name for the project
Description500 charactersWhat the project is about

Managing Notebooks in Projects​

Adding Notebooks​

From the Project:

  1. Open your project
  2. Go to the Sessions tab
  3. Click Add Sessions
  4. Search and select notebooks to add
  5. Click Add Selected

From a Notebook:

  1. Open the notebook's menu
  2. Select Add to Project
  3. Choose the target project

Removing Notebooks​

  1. In the project's Sessions tab
  2. Find the notebook you want to remove
  3. Click the remove icon
  4. Confirm removal

Note: Removing a notebook from a project doesn't delete it. The notebook remains in your library.

Searching & Filtering​

  • Use the search bar to find notebooks by name
  • Filter by tags
  • Sort alphabetically or by date

Managing Files​

Attach knowledge files to your project for shared reference.

Adding Files​

Upload New Files:

  1. Go to the Project Files tab
  2. Drag and drop files, or click Upload
  3. Files are processed and added to the project

Add Existing Files:

  1. Click Add Files
  2. Browse your knowledge library
  3. Select files and confirm

File Actions​

  • Preview - View file contents
  • Remove - Remove from project (doesn't delete the file)
  • Search - Find files by name
  • Sort - By name or upload date

Collaboration & Members​

Share projects with team members for collaborative work.

Inviting Members​

  1. Go to the Members tab
  2. Click Invite Members
  3. Enter email addresses
  4. Send invitations

Invited users receive a notification and can accept to join the project.

Managing Members​

  • View Members - See all active project members
  • Pending Invites - Track outstanding invitations
  • Remove Access - Revoke a member's access
  • Leave Project - Remove yourself from a shared project

What Members Can Do​

ActionOwnerMember
View projectYesYes
Access notebooksYesYes
Access filesYesYes
Add notebooks/filesYesNo
Invite membersYesNo
Edit projectYesNo
Delete projectYesNo
Leave projectNoYes

System Prompts​

Add project-wide AI context that applies to all conversations.

What Are System Prompts?​

System prompts are instructions or context given to AI before your conversation. Project system prompts provide consistent context across all notebooks in the project.

Adding System Prompts​

  1. Go to the System Prompts tab
  2. Click Add System Prompt
  3. Select a knowledge file containing your prompt
  4. The prompt is added and enabled by default

Managing System Prompts​

  • Enable/Disable - Toggle prompts on or off without removing them
  • View - See the content of the prompt
  • Remove - Remove the prompt from the project

Use Cases​

  • Brand guidelines - Ensure consistent tone and style
  • Project context - Background information for AI
  • Role instructions - Define how AI should behave
  • Domain knowledge - Technical specifications or terminology

Project Cards​

On the Projects page, each project shows:

  • Name - Project title
  • Description - Brief summary
  • Owner - Who created the project
  • Last Updated - When changes were made
  • Counts - Number of notebooks, files, and members

Quick Actions​

Click the menu on a project card to:

  • Edit - Update name and description (owner only)
  • Delete - Remove the project (owner only)

Tips & Best Practices​

Organizing Projects​

  • One project per initiative - Don't overload projects
  • Descriptive names - Make projects easy to find
  • Regular cleanup - Remove outdated notebooks and files

Collaboration​

  • Invite early - Add members when starting work
  • Use system prompts - Maintain consistency
  • Document in descriptions - Explain the project's purpose

With Notebooks​

  • Create new notebooks within context - Reference project files
  • Use project-specific agents - Consistent AI behavior
  • Fork for experiments - Branch without affecting shared work

FAQ​

Can a notebook be in multiple projects?​

Yes, notebooks can belong to multiple projects. This is useful when a conversation is relevant to several initiatives.

What happens when I delete a project?​

Deleting a project removes the organizational container. Notebooks and files within the project are NOT deleted—they remain in your library.

Can I transfer project ownership?​

Currently, project ownership cannot be transferred. The original creator remains the owner.

How many members can a project have?​

There's no hard limit on project members, but consider your organization's seat limits.