Projects

A project is a shared workspace for your chats, files, instructions, and scheduled tasks. Everything saved in a project is available to everyone in it. Projects are private until you share them with teams or the whole organization.

Creating a Project

Start a project from the Projects page, or turn an existing chat into one with Create project in the chat's menu — the chat and its files move right in.

Files

When an agent saves a file in a project chat — a report, for example — it goes to the project. The project page lists them all, and every chat in the project can read them.

You can add your own files too: drag and drop them onto the Files panel. Text and Markdown files are editable right in the panel.

Every project has an instructions.md file, pinned at the top of the Files panel. Write the rules once, and every chat in the project follows them.

Scheduled Tasks

A schedule runs an agent for you on a recurring basis. Every run is saved as a chat in the project, so you can always see what the agent did.

Use Case: Vendor Invoice Approvals

A finance person approves incoming invoices against the company's vendor list. A monthly report is generated automatically:

• Files: approved-vendors.csv, uploaded once and edited as vendors change, plus the reports the agent writes.
• Instructions: "Match every invoice against approved-vendors.csv. Flag any vendor not on the list. Amounts over $10,000 need CFO sign-off."
• Chats: the daily work — "check this invoice from Acme GmbH". Every chat follows the instructions and can read the vendor list.
• A schedule: on the 1st of each month, an agent collects last month's approvals and saves a report into the project files.
• Sharing with the Finance team: everyone approves against the same list and reads the same reports.

Everyone with access to a shared project can read its chats, start their own, and work with its files. Deleting a project keeps the chats but removes the files and schedules. See Access Control for permissions.