Projects
Project Documents
Attach reference documents to projects: agents automatically use project context when working in that project.
Project documents are reference materials attached to a specific project. When agents work in a project's session, they can access these documents for context.
Creating a Document
- Go to Settings → Documents (or the Documents tab in project settings)
- Select the project from the dropdown
- Click Create Document
- Fill in:
| Field | Description |
|---|
| Title | Document name |
| Description | Summary for AI search: helps agents find relevant docs |
| Content | The document body (markdown) |
- Click Save
What to Put in Project Documents
Project documents work best for persistent reference material:
- Brand guidelines: Voice, tone, visual identity
- Product specs: Features, requirements, technical details
- Strategy docs: Goals, KPIs, target audience
- Meeting notes: Key decisions and action items
- API references, Endpoints, schemas, authentication
- Style guides: Code standards, writing conventions
How Agents Use Documents
When an agent is working in a session assigned to a project, it can:
- Search project documents for relevant context
- Reference specific documents when making decisions
- Pull information from documents to inform responses
The description field is especially important: agents use it to find the right document via semantic search. Write descriptions that summarize the key topics covered.
Version History
Every document change creates a new version. You can:
- View all previous versions
- See what changed and when
- Read the change summary
- Restore any previous version
Searching Documents
Documents are searchable by:
- Title: Exact or partial match
- Description: Semantic search across descriptions
- Content: Full-text search within document bodies
Use the search bar in Settings → Documents to find documents across all projects.