Projects

Projects are the most granular level of the workspace hierarchy. They live inside a Space and serve as the primary context for conversations with agents.

Purpose

A project represents a focused work area. Examples include:

• "API Redesign" under an "Engineering" space.
• "Q1 Campaign" under a "Marketing" space.
• "Customer FAQ Bot" under a "Customer Support" space.

Projects are where your conversations with agents take place and where you attach project-specific knowledge.

Creating a Project

To create a project:

1. Navigate to the space where you want to create the project.
2. Select the option to create a new project.
3. Provide a name and optional description.

The project is created within the selected space and is ready for conversations.

Project Properties

Conversations in Projects

When you start a chat within a project, the conversation is scoped to that project. This means:

• The agent has access to the project's knowledge base, the parent space's knowledge base, and the organization's knowledge base.
• Conversation history is associated with the project for easy retrieval.
• Team members with access to the project can view its conversations.

Project-Level Knowledge Base

You can upload documents directly to a project's knowledge base. These documents are used by agents exclusively when answering questions within that project. Combined with space-level and organization-level knowledge, this creates a layered context system:

1. Project knowledge -- specific to this project.
2. Space knowledge -- shared across all projects in the space.
3. Organization knowledge -- available to everything in the organization.

See Knowledge Base for more on uploading documents and configuring retrieval.

Next Steps

• Upload project-specific documents to the Knowledge Base.
• Start a conversation with an agent within your project context.