What is a Project used for?
A Project lets you group multiple related Collections under one place.
This makes it easier to:
Ask the Agent questions across related topics
Manage and set access permissions more clearly
Keep your workspace organized by theme or purpose
A Project can be narrow or broad: a single retail location, a regional portfolio, or all leases across the business.
Example
A property team creates a Project called "Retail Leases" and adds three Collections inside it: one for active leases, one for expired leases, and one for lease amendments.
The Agent can then answer questions across all three—such as "Which active leases have renewal deadlines in the next 90 days?"—because they share the same Project.
How do I create a Project?
Creating a Project is quick and simple:
Hover over “My workspace” in the left sidebar.
You’ll see a “+” icon appear on the right.
Click the “+” icon and enter a name for your new Project.
Click "Create" to finish creating the Project.
Start with a current initiative. Collections, Sub-projects, and structure can be added or reorganized at any time—move a Project under another Project later if a different hierarchy makes more sense.
How many Collections can I have in a Project?
There's no hard limit.
For precise answers, avoid grouping too many unrelated Collections together. When a Project contains many different topics, the Agent references more information, and answers may become less focused.