Organizing WRITER Agent with projects

Projects help you organize your WRITER sessions and save time by pre-configuring settings that apply automatically to every session you create. Think of projects as smart folders that not only organize your work but also ensure consistency across all your conversations.

Understanding projects

Projects are organizational folders that help you group related sessions together and apply consistent settings across them. When you create a project, you can configure context files, voice settings, and custom instructions that will automatically apply to every session started from that project.

Projects help you:

• Save Time: Instead of uploading the same files or entering the same instructions for every new session, configure them once in a project and they'll apply automatically.
• Stay Organized: Group related sessions together in one place, making it easy to find and manage your work.
• Ensure Consistency: Apply the same voice settings and custom instructions across all sessions in a project, ensuring consistent AI responses.
• Collaborate Effectively: Share projects with teammates so everyone can use the same pre-configured settings without needing to set them up individually.

Projects work well for:

• Department-specific configurations: Create a project for your marketing team with brand guidelines and relevant files pre-loaded.
• Client-specific setups: Set up a project for each client with their specific context files and custom instructions.
• Recurring task templates: Configure projects for tasks you perform regularly, like weekly reports or content creation.
• Team collaboration: Share standardized configurations with your team to ensure everyone works with the same settings.

Creating a project

To create a new project:

1. Select Projects from the main navigation menu
2. Select +New Project
3. Enter a Project Name (required)
4. Add a Description to help you and your teammates understand the project's purpose (optional)
5. Choose an Icon to make your project easily recognizable (optional)
6. Select Create

Configuring Project Settings

After creating a project, you can configure three types of settings that will apply to all sessions started from this project: context files, voice settings, and custom instructions.

Adding files

Adding files to a project will provide background information to WRITER. When you add files to a project, they'll automatically be included in every session you start from that project.

To add files:

1. Open your project
2. Navigate to the Files section
3. Select Add Files or Upload Files
4. Choose the files you want to include

The files will now be automatically attached to any new session you start from this project, saving you from having to upload them manually each time.

Selecting voice settings

Voice settings determine how WRITER sounds when generating content. You can choose from team voices (available to your entire organization) or personal voices (your own custom voices).

To configure voice settings from the project, select a voice from the dropdown menu:

• Team Voices: Voices available to all team members
• Personal Voices: Your custom voices

This voice will be used for all sessions started from this project.

Creating custom instructions

Custom instructions guide WRITER on how to respond and behave in your sessions. These instructions apply to both agent mode and chat mode. You can create your custom instructions for the project by selecting the pencil icon.

Example instructions:

• "Always use active language and speak directly to the reader"
• "Format all code examples with proper syntax highlighting"
• "Maintain a professional but friendly tone in all responses"
• "When referring to WRITER the company or product, use all caps"

Starting sessions from a project

Once you've configured your project settings, you can start creating sessions that automatically inherit all your configurations. Your new session will automatically include:

• All context files you've added to the project
• The voice settings you've configured
• The custom instructions you've created

All sessions you start from a project appear in a list below the WRITER Agent input field, making it easy to find and resume your work.

Managing your projects

Viewing all projects

From the projects page you’ll see both your projects and those that have been shared with you.

Sorting projects

You can sort your projects to find what you need quickly:

• Sort by Name (A-Z): Alphabetical order
• Sort by Last Modified: Most recently updated projects appear first

Pinning projects

For projects you use frequently, you can pin them to the sidebar for quick access. You can also drag and drop sessions into the projects when pinned from the left menu.

Editing projects

To modify a project:

1. Open the project you want to edit and select the three dot menu
2. Select Edit project update the project name, description, or icon
3. Modify files, voice settings, or custom instructions as needed
4. Changes are saved automatically

Sharing projects with your team

Sharing a project allows your teammates to use the same pre-configured settings without having to set them up individually. When you invite a teammate to a project you have two levels of access to choose from:

What gets shared with a collaborator

• The ability to edit project configurations and share the project with other teammates
• Access to the project configuration files, voice settings, custom instructions)
• The ability to start new sessions using these settings
• View access to sessions stored within the project
• Access to deliverables created with project sessions

What gets shared with view only access

• Access to the project configuration files, voice settings, custom instructions)
• The ability to start new sessions using these settings
• View access to sessions stored within the project
• Access to deliverables created with project sessions

How to share a project

There are multiple ways to share projects with your team. You may do so from the Projects page by selecting the three dot icon and then selecting Share from the menu.

Moving sessions to a project

You can move existing sessions into a project to organize your work and apply the project's settings to those sessions.

What happens when you move a session

When you move a session to a project:

• The session appears in the project's session list and is viewable to everyone you've shared the project with
• Any future use of this session will include the project's context files, voice settings, and custom instructions

Removing sessions from a project

If you no longer want a session to be part of a project, you can remove it.

What happens when you remove a session

When you remove a session from a project:

• The session is no longer associated with the project
• Custom instructions and voice settings reset to your default user settings
• Files from the project are no longer automatically included

FAQs

Can I move sessions between projects?

Drag-and-drop functionality to move sessions between projects is not supported in the initial release. To move a session from one project to another, you can use the three dot icon to expand the menu.

Can shared teammates edit project settings?

No, in the current release, only the person who created the project can modify its settings. Teammates with whom the project is shared have use-only access, meaning they can create sessions using the project configuration but cannot change the project settings themselves.

Are my sessions visible to teammates when I share a project?

Yes, your teammates will be able to view your sessions within a project but will not be able to edit them.

What happens if I delete a project?

When you delete a project, the project and its configuration are removed. Sessions that were part of the project will no longer be associated with it, and their settings will revert to your default settings.