Organizing Sessions into Projects

Sessions can be assigned to projects to keep related conversations grouped together.

Assigning a Session to a Project

When Creating

Select a project from the project dropdown when creating a new session.

After Creation

1. Open the session
2. Click the Info button in the header
3. Change the project assignment
4. The session moves to the new project group

Viewing by Project

Switch to Projects view in the sidebar (toggle at the top) to see sessions grouped by project. Each project shows:

• Project name with color indicator
• Number of sessions
• Sessions listed underneath, sorted by most recent

Sessions not assigned to any project appear under No Project at the bottom.

Moving Sessions Between Projects

Simply change the project assignment in the session info panel. The session moves instantly to the new project group in the sidebar.

Removing from a Project

Set the project assignment to "None" to unassign a session from its project. It will appear under "No Project" in the Projects view.

Tips

• Assign early — Set the project when creating a session to stay organized
• Use for context — Agents in a project's session can access that project's documents
• Archive completed projects — Keep your sidebar clean by archiving done projects