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What You’ll Learn

  • What a project is and why it matters
  • How to create your first one
  • How to write a description that improves AI responses
  • How to add custom instructions

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What Is a Project?

A project is your workspace for a specific initiative. Think of it as a folder that gives every AI conversation the same background context. A project contains:
  • Conversations - All chats related to this work
  • Description - Background context all AIs receive
  • Custom Instructions - Rules all AIs follow
  • Files - Documents you upload for AI reference
  • Memory - What AIs remember from past conversations
Without a project, every conversation starts from zero. With a project, the AIs already know what you’re working on.

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Step-by-Step

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Step 1: Click New Project

In the left sidebar, click New Project.

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Step 2: Choose a Clear Name

Your project name is the first thing AIs see. Make it descriptive.
GoodBadWhy
”Series A Pitch Prep""Fundraising”Specific stage and activity
”Q1 Blog Content Calendar""Content”Timeframe and scope
”AWS to GCP Migration Plan""Cloud stuff”Exact initiative

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Step 3: Write a Description

This is the most important step. Your description becomes context that shapes every AI response. Write 2-4 sentences covering:
  • What you’re working on
  • Your industry or domain
  • What kind of help you need
  • Any key constraints
Example:
We’re a 15-person B2B SaaS startup building project management tools for construction companies. We’re preparing for our Series A raise ($8-12M target). I need help with pitch narrative, market sizing, competitive positioning, and financial projections. Our differentiator is offline-first mobile for job sites.

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Step 4: Add Custom Instructions (Optional)

Custom instructions are persistent rules. They’re separate from the description because they’re about how AIs should respond, not what you’re working on. Examples:
  • “Keep responses concise. I prefer bullet points over paragraphs.”
  • “Our target audience is non-technical construction managers. Avoid jargon.”
  • “Always consider regulatory requirements for the construction industry.”
You can add these now or later. See Writing Effective Custom Instructions for more.

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Step 5: Start Your First Conversation

Click into your new project and send a message. Notice how the AIs immediately reference your project context - you didn’t have to explain your background.

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What Good Projects Look Like

Single focus:
  • “Product Launch - Mobile App v2” (one initiative)
  • Not “All my work stuff” (too broad)
Temporal scope:
  • “Q1 2026 Marketing Strategy” (clear timeframe)
  • Not “Marketing forever” (never-ending)
Clear outcome:
  • “Evaluate CRM options for sales team” (decision to make)
  • Not “CRM things” (no clear goal)

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Tips

  • One initiative per project. Start a new project when the topic changes significantly.
  • Spend 60 seconds on the description. It pays off in every conversation.
  • You can edit everything later - name, description, instructions. Nothing is permanent.
  • Your first project doesn’t need to be perfect. Create it, start chatting, refine as you go.

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Still Need Help?

Reach out to us at [email protected] or use the feedback button in the app.