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Create and manage Ask AI Projects

Learn how to use Ask AI Projects in ZipLeads to organise chats, upload files, set custom instructions, manage memory and automate recurring tasks.

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Written by Matt Phillips

What are Ask AI Projects?

Ask AI Projects in ZipLeads let you keep related conversations, files, instructions and memories together in their own workspace. Each project gives Ask AI the context it needs to give relevant, consistent answers. You won't need to repeat the same information in every conversation.

You can also manage scheduled tasks, track project activity and keep different pieces of work organised in one place.


Project instructions and context

Project instructions tell Ask AI how to approach work in a particular project. You can set expectations for tone, formatting, brand voice and other requirements. This keeps your approach consistent across conversations, without repeating instructions in every prompt.

Each project can include:

  • Project Name: Identifies the workspace and helps you tell it apart from other projects.

  • Description: Explains what the project is for and gives background about the work.

  • Custom Instructions: Sets the rules, guidelines, formatting preferences or brand voice Ask AI should follow.

  • Related Conversations: Keeps chats for the same project together.

  • Reference Content: Adds extra information through uploaded files, Media Library items and text documents.

  • Project Memory: Keeps useful information linked to the project.

For example, you could create a project called "Monthly Marketing Campaigns" and add instructions such as:

"Write marketing content in a professional, approachable tone. Use concise paragraphs, emphasise customer benefits, and include a clear call to action when appropriate."

These instructions apply to every conversation in that project, so your communication stays consistent.


Project files and supported formats

Adding reference material gives Ask AI access to information about your project, such as campaign details, content guidelines or business documents. Keeping this material in the project gives every related conversation the same context.

Adding project context

There are three ways to add reference material to a project:

  • Upload Files: Add documents straight from your device.

  • Select From Media Library: Choose files already stored in your ZipLeads Media Library.

  • Add Text Documents: Create or add text-based reference content for the project.

Supported file formats

Ask AI Projects support these document formats:

File type

Format

PDF documents

.pdf

Microsoft Word documents

.docx

Plain text documents

.txt

Markdown documents

.md

Comma-separated values

.csv

File limit: Each project can hold up to 50 files.

For example, a marketing project could include a brand guidelines PDF, a campaign plan in Word format and a CSV of approved product information.

Project memory

Project memory helps Ask AI remember useful information about ongoing work. Instead of treating each conversation as a one-off request, memory adds context that makes future answers more relevant.

With project memory you can:

  • Review Memories: See the information saved for the project.

  • Delete Memories: Remove information that's out of date or no longer needed.

  • Import Memories: Bring existing memories from another AI assistant into the project.

For example, a project for writing educational articles could remember your preferences about the audience, content style and terminology.

Project memories are there to support the work in that project. This makes it easy to keep separate working contexts for different goals.

To learn more about how memory works in general, see What is Ask AI Memory?.


Scheduled tasks in projects

Scheduled tasks let Ask AI run recurring prompts using a project's instructions and context. This is handy for work that happens regularly and should follow the same project guidelines.

Project-based scheduled tasks can help with recurring work such as:

  • Preparing regular marketing summaries.

  • Generating recurring content ideas using the project's brand guidelines.

  • Reviewing relevant business information.

  • Producing regular updates based on the project's context.

For example, a marketing project could have a weekly task asking Ask AI to come up with campaign ideas using the project's brand voice and reference documents.

Using project instructions with scheduled tasks keeps every run consistent.

For general scheduling steps, see How to Use Scheduled Tasks in Ask AI to Automate Prompts.


Project activity and management

As your projects grow, management and activity tools help keep your workspaces organised and make changes easier to review. They're especially useful when you have several projects with different instructions, files and scheduled tasks.

Project activity tracking

Project activity shows changes to:

  • Project instructions.

  • Project files.

  • Scheduled tasks.

  • Project status.

Reviewing activity helps you see how a project's set-up has changed over time.

Organising and managing projects

Ask AI gives you these project management options:

  • Search: Find projects by their details.

  • Sort: Order the project list using the sorting controls.

  • Pin: Keep important projects close at hand.

  • Archive: Move projects you're no longer working on out of the main project list.

  • Restore: Bring archived projects back into your active workspace.

For example, you could pin the projects you use most and archive finished campaigns. This reduces clutter while keeping those projects available for later.


Frequently Asked Questions

Q: Can other ZipLeads users access my Ask AI Projects?

No. Projects and their chats are private to you. Other users in your account can't see them.

Q: How many files can I add to a project?

Each project can hold up to 50 files. Supported formats are PDF, Word (.docx), plain text, Markdown and CSV.

Q: Can I import memories from another AI assistant?

Yes. Ask AI Projects include an option to import memories from another AI assistant. This lets you bring existing context into a project instead of rebuilding it by hand.

Q: Do I need to create a separate project for every conversation?

No. Projects are designed to group related conversations. You can use one project for many conversations that share the same goals, reference material or instructions.

Q: What's the difference between project instructions and Ask AI Skills?

Project instructions give guidelines and context for conversations in a particular project. Ask AI Skills are reusable instruction sets that Ask AI can apply when a request matches a particular workflow, or when you call on a Skill.

Q: Can I restore an archived project?

Yes. You can archive and restore projects, so you can tidy away inactive work without permanently deleting it.

Q: Can scheduled tasks use my project's context?

Yes. Scheduled tasks linked to a project run using its instructions and context. This keeps recurring tasks in line with the project's guidelines and reference information.

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