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What You’ll Learn

  • What a project contains
  • How to create one
  • How to name and describe projects effectively
  • How project context improves AI responses

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What a Project Contains

Each project is a dedicated workspace with:
  • Conversations - All your chats within this project
  • Custom Instructions - Persistent rules all AIs follow
  • Files - Documents you upload for AI reference
  • Memory - What the AIs remember from past conversations
  • Knowledge Graph - Entities and relationships extracted from your work
Everything inside a project is connected. When you start a new conversation in a project, the AIs already know your context.

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How to Create a Project

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Step 1: Click New Project

In the sidebar, click New Project. A creation dialog opens.

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Step 2: Name It

Choose a clear, descriptive name. This becomes context for every AI. Good names:
  • “Q1 2026 Marketing Strategy”
  • “Series A Fundraising”
  • “Product Redesign Research”
  • “Competitor Analysis - CRM Market”
Bad names:
  • “Test” - too vague
  • “Misc” - no context for AIs
  • “Project 1” - meaningless

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Step 3: Write a Description

The description tells AIs what this project is about. Write 1-3 sentences explaining:
  • What you’re working on
  • What industry or domain it’s in
  • What kind of help you need
Example:
“We’re a B2B SaaS startup in the project management space. This project is for planning our enterprise tier launch, including pricing, features, and go-to-market strategy. Target audience: companies with 500+ employees.”
This context shapes every AI response in every conversation within the project.

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Step 4: Add Custom Instructions (Optional)

Custom instructions are persistent rules. See Writing Effective Custom Instructions for details.

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Step 5: Upload Files (Optional)

Add relevant documents for the AIs to reference. See Adding Files to Your Project.

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How Project Context Works

When you send a message in a project, every AI receives:
  1. Your message
  2. The project name and description
  3. Any custom instructions
  4. Relevant file content (if applicable)
  5. Conversation history
This means you don’t need to repeat background context in every conversation. The project handles it.

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Organizing Multiple Projects

  • One initiative per project - Don’t mix unrelated work
  • Use clear naming conventions - Future you will thank you
  • Archive completed projects - Keep your sidebar clean
  • Consider a Master Project for cross-project work (see Master Projects)

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Tips

  • Spend 60 seconds on the description. It pays off in every conversation.
  • You can edit the name, description, and instructions at any time.
  • Start a new project when the topic changes significantly. It keeps AI responses focused.
  • Projects with uploaded files get much better responses on domain-specific questions.

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Still Need Help?

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