Projects

Shared workspaces that bundle chats, documents, meetings, a glossary and project-specific AI instructions for a team.

Projects are shared workspaces below your company. They bundle related chats, documents, meetings, a dedicated glossary and project-specific AI instructions in one place and make them visible to all project members. Projects are optional and additive: as long as you don't assign anything to a project, everything behaves as usual – chats stay private, documents stay company-wide, meetings stay private to the uploader. The moment you assign something to a project, its visibility widens to that project's members.

What a project can do

• Shared chats – conversations held inside the project are readable by all members (regular chats stay private).

• Own documents – files and text that live only in this project, in addition to the company-wide library.

• Meetings – recordings/transcripts assigned to the project.

• Project glossary – translations and definitions that are honoured in project chats and the translator.

• Project instructions – a set of "ground rules" for the AI, automatically applied in every project chat.

• Document strategy – control over how documents are processed in the project's chats.

Creating a project

1. In the left sidebar, open the Projects section.

2. Click the plus icon (+) next to the heading.

3. Enter a Name (required, max. 120 characters) and optionally a Description (max. 2000 characters).

4. Click Create.

Whoever creates the project automatically becomes the owner.

The project page

Clicking a project name in the sidebar opens its page. The name and description appear at the top, alongside the actions:

• Manage members (n) or View members (n) – opens member management (the label depends on your permissions).

• Delete project – visible to the owner only.

• Leave – for all other members, to leave the project.

Below that, the page is split into five tabs. The active tab is remembered in the address bar (?tab=…), so you can share a link to a specific view or reload it.

Chats tab

Lists all of the project's chats. Use + New chat in project to start a new conversation directly in the project context. These chats are visible to all project members. Project chats also automatically apply the project instructions and the project glossary.

Documents tab

This holds the project's own documents. You can:

• Add text – paste content directly as text (e.g. notes, excerpts).

• Add files via the Upload button (top right).

Each document shows a status badge: Ready, Processing or Failed. Clicking an entry opens the document preview. Documents uploaded via this tab belong exclusively to this project.

Meetings tab

Upload meeting recordings straight into the project. The list links to each meeting with its transcript and analysis. Meetings are private by default; assigning them to the project makes them visible to project members.

Glossary tab

A project-specific glossary with two entry types:

Both types allow an optional note. Translation entries feed into the translator; definitions are additionally provided as context in project chats. The company-wide glossary always applies on top – the project glossary only adds to it.

Settings tab

Contains two areas (editable by owners and managers only):

Project instructions – a rich-text editor (headings, bold/italic, lists, quotes, code). The content is injected into every project chat as "Project instructions" in the AI's system prompt – ideal for setting tone, role, terminology or fixed rules. It saves automatically (about 1.5 seconds after your last keystroke); Saved or Unsaved shows the current state.

Document strategy – determines how added documents are processed in the project's chats. Three tiles to choose from:

• Automatic – the platform decides based on size: if everything fits the context window, the full text is used, otherwise targeted retrieval (RAG).

• Full context – documents are passed to the AI as completely as possible.

• RAG – only the most relevant passages for each question are retrieved.

A capacity bar shows how much of the active model's usable context window the documents occupy (including an approximate page count). Under Advanced, power users find the additional Hybrid mode plus a manual threshold (1,000–200,000 tokens, default 50,000) at which it switches from full context to RAG. The Reindex button prepares ready-but-not-yet-indexed documents so the first large project chat starts faster.

Members and roles

Manage members opens member management. Add new members by searching the field for existing company members and adding them with Add. Only people who already belong to the company can become project members.

There are three roles:

Owners can switch others between Member and Manager (Promote to manager / Demote to member). Owners and managers can remove other members. Every member can remove themselves via Leave.

Assigning content to a project

In several places (chat, document, meeting) there is a Visibility picker. The default option is Private (only me) or Company-wide depending on the content type; your projects are listed below it. Pick a project to move the content there.

Deleting a project

Delete project (owner only) removes the project. Confirm the safety prompt.

Limitations in this version

• No ownership transfer – delete only.

• Documents are not loaded into chats automatically; you add them deliberately per chat.

• Only existing company members can be added to a project (no external invites directly from within a project).