Projects

Projects (folders) help you group related chats and keep their context together.

Creating a project

1. In the sidebar, scroll to the Projects section.
2. Click New project.
3. In the Create Project dialog, set:
   • Project name
   • Color and icon
   • Description (optional)
   • Knowledge files (optional) — background documents DataXpert reads alongside chats in this project.
4. Save.

The project appears under Projects in the sidebar.

Knowledge files

Knowledge files give DataXpert the context it needs about your business — definitions, fiscal-period conventions, or anything else specific to how your team works. DataXpert draws on them whenever you ask a question inside the project.

You can add or remove knowledge files from the Create Project / Edit Project dialog. Each file shows its current state (ready, processing, pending, or failed).

Example: Upload a document explaining that “Q1” in your company means February–April. DataXpert will pick that up when answering date-related questions in chats inside the project.

Working in a project

Open a project to see:

• A header with the project’s name, description, and knowledge files.
• The list of chats that belong to the project.
• A new-chat composer that’s already set up for this project.

You can move existing chats into or between projects from the sidebar’s chat menu.

Managing projects

• Rename / Edit — update the project’s name, color, icon, description, or knowledge files.
• Delete — when you delete a project, its chats remain in your Chats list (they’re un-linked from the project).