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A project groups related chats so they share the same setup. Chats in a project use the project’s instructions, default persona, skills, and Knowledge Bases. Projects are optional.

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The Projects page

Click Projects in the left navigation to see all of your projects. Projects page showing project counts, search and filter options, Grid and Table views, and project cards with Owner or Member badges, default persona, modules, and chats.
  • Summary: See how many projects you have, how many you own, and how many are shared with you.
  • Search, sort, and filter: Find a project by name, change the order, or filter the list.
  • Grid and Table: Switch between card and list views.
  • Project cards: Each card shows the project’s name, description, default persona, number of modules and chats, and whether you’re its Owner or a Member.

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Create a project

1

Open the New project window

On the Projects page, click New project.
2

Name the project

Enter a Project name. You can also add a Description.
3

Create it

Click Create. The project page opens.

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Set up your project

The right side of the project page holds the project’s setup. Click Add or Edit in any section to change it. Project page showing the project chat, Chats in this project, and the Instructions, Default persona, Skills, Knowledge Bases, Connections, Dashboards, and Drive sections.
Connections, Dashboards, and Drive help you keep related resources together in the project. Chats in the project don’t use them yet.

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Chat in a project

There are three ways to put a chat in a project:
  • From the project page: Type in Start a chat in this project.
  • From a new session: Click the project dropdown under New chat at the top of the page and select a project. You can also search for a project or click Create a new project.
  • From the chat input: Select the project from the project selector next to the + button.
Your chats appear under Chats in this project. Only you see your own chats.

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Manage a project

Use the buttons in the top-right corner of the project page.
  • Pin: Add the project to the Pinned group in the left navigation.
  • Edit: Change the project’s name or description.
  • Archive project: Archive the project.

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Set a default project

Your default project is preselected wherever a project is needed. To set it, open the project dropdown under New chat, point to a project, and click Set as default. To chat without a project, select Unlinked project.