Managing projects
Set up projects, organize them with sub-projects, and manage project settings.
Create a project
- Click New project in the Projects sidebar.
- Enter a project name.
- Optionally add a description.
After creation, you can start adding files and instructions to build your project's knowledge base.
Organize with sub-projects
Nest projects as sub-projects for hierarchical organization. This is useful when you have a broad topic (e.g., "Product Line Assessment") with multiple distinct workstreams underneath.
To create a sub-project, select the parent project first, then create a new project within it. Child projects automatically inherit files and instructions from their parents. See Project hierarchy for details.
Move chats into a project
You can move a standalone chat into a project from the chat sidebar. Once moved, the chat gains access to the project's files and instructions.
See Managing chats for more on organizing conversations.
Edit project settings
Update a project's name or description at any time from the project settings.
Delete a project
Deleting a project removes the project and its associated files and instructions. Chats within the project are not deleted but become standalone chats.
Deleting a project also deletes all uploaded project files and instructions. This action cannot be undone.