Projects

Projects help you keep related conversations organized. Think of them as folders for your AI work—each project groups chats, files, and context together.

Why Use Projects?

Without projects, all your chats live in one long list. That's fine for casual use, but when you're working on something substantial—a website redesign, a research paper, a product launch—you want everything in one place.

Projects give you:

  • Organization — Group related conversations together
  • Context — The AI knows what you're working on through your project description
  • Memory — The AI remembers important facts from your conversations over time
  • Files — Attach reference documents that stay with the project
  • Settings — Set default models and assistants for the project

Creating a Project

  1. Click New Project in the sidebar
  2. Enter a name (e.g., "Blog Redesign")
  3. Add a description (this is important—see below)
  4. The project gets a clean URL like /projects/blog-redesign-abc123

The Description Matters

Your project description is sent to the AI in every chat. This is powerful—it means the AI always knows the context without you having to explain it.

Write a detailed description including:

  • What you're working on
  • Goals and objectives
  • Target audience (if relevant)
  • Key constraints or requirements
  • Anything else the AI should know

Example:

Website Redesign Project

We're redesigning our company website (example.com) to improve
conversions and modernize the look. Target launch: Q2 2026.

Target audience: Small business owners looking for accounting software.

Key goals:
- Increase demo signups by 25%
- Reduce bounce rate on pricing page
- Mobile-first design

Brand guidelines: Professional but approachable. Blue and white color scheme.

When you chat inside this project, the AI already knows all of this.

Project Chats

Starting a Chat in a Project

Two ways to start a project chat:

  1. From the project page: Use the chat input at the bottom
  2. Move an existing chat: Right-click any chat and select "Move to Project"

What the AI Knows

When you chat inside a project, the AI automatically receives:

  • Your project description
  • The names of files attached to the project
  • Project memories (see below)

You can ask things like "What project am I working on?" or "What files do I have?" and the AI will know.

Project Memory

As you chat within a project, PromptBlocks automatically extracts important facts from your conversations and saves them as project memories. This happens automatically every 5 messages.

What gets remembered:

  • Facts and preferences you mention
  • Decisions you make
  • Key information about your work
  • Context that would be useful in future conversations

What doesn't get remembered:

  • AI-generated responses (only your messages are analyzed)
  • Temporary or irrelevant information

Memories are included in the AI's context for all future chats in that project. This means the AI builds knowledge over time—it remembers your preferences, past decisions, and ongoing context without you having to repeat yourself.

Timeline Events

When memories are saved or suggested, you'll see a subtle indicator in the chat:

──────── Memory saved · View ────────
──────── 3 memories suggested · Review ────────

Click "View" or "Review" to open the Memory panel.

→ See Personalization for the full guide on how the AI learns about you

The Breadcrumb

Project chats show a folder icon in the header that links back to the project. Click it to return to the project overview.

Attaching Files

Add files to your project for reference:

  1. Open the project page
  2. Find the Project Info section in Quick Actions
  3. Use one of these methods:
    • Upload: Click to upload a new file
    • From Library: Attach files from your File Library
    • Drag & Drop: Drop files directly onto the files area

How Files Work

  • File names are visible to the AI — It sees "brand-guidelines.pdf" and can ask you to share it
  • File contents are NOT automatically included — To share contents, attach the file in a specific chat message

Name files descriptively:

  • "competitor-analysis-2026.pdf" ✓
  • "brand-voice-guidelines.md" ✓
  • "doc1.pdf" ✗
  • "notes.txt" ✗

The AI uses filenames to understand what's available, so clear names help.

Auto-Tagging

Files uploaded from within a project are automatically tagged with project:your-project-name in your File Library. This makes it easy to find all files related to a project.

Project Settings

Each project can have its own default settings:

  • Model — Preferred AI model for this project
  • Assistant — Default assistant personality
  • Style — Communication style

Access these through Quick Actions on the project page.

Settings Inheritance

Settings flow from Global → Project → Chat:

  1. Global settings — Your default preferences (set in App Settings)
  2. Project settings — Override globals for this project
  3. Chat settings — Override project settings for a specific chat

Each level can override the level above, or inherit from it.

Managing Chats

Moving Chats Between Projects

  1. Right-click any chat in the sidebar
  2. Select "Move to Project"
  3. Choose the target project (or "Remove from Project")

Viewing All Project Chats

Open the project page to see all chats in that project. You can:

  • Click any chat to open it
  • Start a new chat from the project page
  • See which chats belong to the project

Exporting

Click the export button on a project page to download the project name and description as a markdown file. Useful for:

  • Sharing context with teammates
  • Backing up your project setup
  • Using the context in other tools

Project Ideas

Here are some ways people use projects:

  • Client work — One project per client
  • Writing projects — Blog posts, articles, books
  • Product development — Features, launches, research
  • Learning — Course materials, research topics
  • Personal — Trip planning, home renovation, hobbies

Best Practices

  1. Write detailed descriptions — The AI uses this in every chat
  2. Name files clearly — The AI sees filenames and uses them to help you
  3. Use project settings — Set model and assistant once instead of every chat
  4. Keep projects focused — Better to have multiple specific projects than one huge one
  5. Let memory build — The more you chat in a project, the more context the AI accumulates
  6. Archive when done — Delete projects you're finished with to keep things tidy