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Creating a Custom Project

Custom projects allow you to create a persistent workspace with your own data, instructions, and focus. Ideal for long or repeatable workflows where multiple chats are expected, like proposals, policies, or contracts.

Creating a project​

  1. Click “Create a project” on the welcome screen.

    Create a Project

  2. Name your project clearly (e.g., “Client Proposal – ACME Corp.”).

  3. Set custom instructions, such as:

    • “You are helping me draft an RFP to ACME Corp. on behalf of ABC Inc. Use a business tone and highlight our vast experience serving companies like ACME.”
    • “You are helping me, the Legal counsel of ACME corp., review draft legal employment letters. Use the attached reference letters as templates.”
    Create a Project

  4. Upload relevant documents:

    Please upload any material you’d like your assistant have access to in order to best answer your questions.

    • Background materials
    • Internal templates
    • Past work samples
    Create a Project
    Create a Project

  5. Click Create to launch the project. You’ll now be in a context-aware chat environment.

    Create a Project

What happens under the hood​

  • The assistant uses your uploaded documents and instructions to personalize its replies.
  • You can still reference files with @, but it will now also “remember” the context without needing repeated explanation.