Projects & search
In the web chat, conversations pile up fast. Projects are folders that organize them, and global search (⌘/Ctrl+K) finds any conversation by title or content.
In the Desktop app, a project is a folder on your disk where the agent works. In the web chat, a project is a folder that organizes conversations — there is no workspace on your computer. See Local execution.
Create a project
- In the Projects section of the sidebar, click ＋.
- Give it a name (up to 60 characters) and, optionally, a description (up to 280 characters).
- Click Create.
The project appears in the list with the number of conversations it holds.
Put conversations into a project
Three ways:
- Drag and drop — drag the conversation from the list onto a project (or onto No project, to take it out).
- Conversation menu — in the conversation's ⋯, use Move to project and pick the destination; Remove from project returns it to No project.
- Create it there — click a project to open its view and use the New chat button in the "In
<project>" header.
When a conversation belongs to a project, the project name appears as a chip next to the title at the top of the screen.
Filter by a project's view
Click a project to see only its conversations; click again to go back to the full list. The No project entry filters conversations that haven't been organized yet.
Rename, archive, and delete projects
Each project's ⋯ menu offers:
| Action | What happens |
|---|---|
| Rename | Changes the name and description. |
| Archive / Restore | Gets the project out of the way without losing anything. |
| Delete project | Deletes only the folder. Conversations and files are not deleted — they return to No project. |
Conversation actions
Each conversation's ⋯ menu gathers everything you can do with it:
| Action | What happens |
|---|---|
| Rename | Replaces the automatic title with your own. |
| Move to project | Sends the conversation to a folder (or to No project). |
| Pin / Unpin | Pinned conversations always stay at the top of the list, with a pin icon. |
| Archive / Restore | Disappears from recent conversations without being deleted. |
| Duplicate | Creates a copy of the conversation and opens it. |
| Delete | Deletes the conversation and its messages. Cannot be undone. |
Global search
Open search with ⌘+K (macOS) / Ctrl+K (Windows and Linux), or the Search button in the sidebar.
- Type any term: search sweeps all your conversations — titles and message content.
- Each result shows the title, a snippet with the term highlighted, and a context line: the project, whether the conversation is archived, and whether it has files.
- Move with ↑ / ↓ and open with Enter; Esc closes.
Archived conversations don't show in the sidebar, but search still finds them — archiving gets things out of the way, it doesn't hide them forever.
See also
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