Use a project for shared context

Create a project when several chats need the same reference material. In this walkthrough, you will set up a small workspace, add a file, and check that a chat inside the project can use it. Allow about ten minutes, plus the time needed to index your file.

Before you begin

You need the Member role or higher and a short text document, PDF with selectable text, or modern Office file. Choose a file whose contents you can verify, such as a project brief with a named owner and a review date. An admin must have configured document storage and an embedding model for searchable uploads.

New projects are Org-wide. Use non-sensitive material for this walkthrough; if the real project needs restricted access, set its owning team under General > Sharing before uploading its files. Project chats remain personal until you share them.

Create the project

1. In Home, click New project, the folder icon beside Projects.
2. Set Project name to a recognizable name, such as Website relaunch.
3. Check Project key, the short prefix used in task identifiers such as WEB-1. It cannot be changed after creation.
4. Add an optional Description and click Create project.

The new project opens on Tasks and appears under Projects in Home. The project's navigation also includes General, Chats, Knowledge, and Agents. You do not need to create an agent to use project chat.

Upload a reference file

Open Knowledge in the project and click Add file, or drop your file onto the upload area. The file appears in the project’s file tree. Wait for Indexed before relying on search; Queued and Indexing… mean the file is still being prepared.

A file uploaded here belongs to this project. To ask about it, use a chat inside the project. The organization’s general chat does not search project files.

Add instructions that apply to every project chat

Open General, find Instructions, and describe the context or constraints that every chat should follow. For example:

Use the project files when answering questions about this launch. Cite the source for dates and decisions. If a launch date has not been approved, say that it is unconfirmed.

Click Save in the page header. The instructions are part of the project’s chat context; they do not replace the need to upload and retrieve the underlying documents.

Ask a question and check the source

Open Chats and click New chat. Leave the model on Auto when it is available, then ask a question that your file answers. For a launch brief, try:

Read the launch brief. Who owns the review, and which dates are confirmed? Cite the file and distinguish confirmed dates from open decisions.

Check the search and reading steps above the reply, then compare the answer with the file. A fluent reply without a supporting source is not proof that Tale used your document. Reopen Knowledge to inspect the original when necessary.

Share the useful conversation

The Chats tab separates Your chats from Shared with project. Enable Share with project on a chat when the people who can access this project should be able to read it. Uploading project files does not share your chats automatically.

For a one-off link to a snapshot for organization members, follow Shared chats. Check the transcript before sharing: its text may contain details from sources with a narrower audience.

If the file is missing from the answer

You now have a reusable place for the project’s sources and conversations. Add work to its task board when it needs an owner, a due date, or a reviewable result.