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How to Use the Projects Feature

Updated over a month ago

The Projects feature is here to help you keep everything organized by grouping your conversations by topic or client. Each project works as its own dedicated workspace with a separate chat history and search, making it easier to stay focused and find what you need quickly.


Creating Your First Project

Follow these simple steps to get started:

  1. Navigate to Your Projects: In your chat history section, click on the All Projects button.


  2. Create a New Project: Select New from the drop-down menu that appears.


  3. Name and Describe Your Project: Give your project a clear Name (e.g., "Q4 Marketing Campaign") and add a Description to keep track of your work.



Customizing Your Project

When creating a project, you have powerful options to streamline your workflow:

  • Set a Default Assistant: You can set a default assistant for the project. This is useful if a project is dedicated to a specific type of work, ensuring the correct AI model is always ready.


  • Link an AI Yourself Knowledge Base: For AI Yourself customers, you can link your custom knowledge base directly to a project. This ensures that all chats within that project automatically have access to your proprietary data, making the AI's responses even more tailored and accurate.

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