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Projects Workspace

Projects Workspace

Overview​

The Projects Workspace allows staff members to create specialized environments where AI agents can deliver focused, context-aware, and data-driven responses.
By uploading relevant files or defining clear instructions, you enable the AI to reference your organization’s data directly—ensuring more accurate, consistent, and customized outputs.

Getting Started​

Creating a Project​

  1. Navigate to the Projects section from the sidebar menu.
  2. Click Create New Project.
  3. Enter a Project Name and a short Description.
  4. Upload relevant files or provide custom instructions to guide the AI’s behavior.

Uploading Files​

  • Supported Formats: PDF, DOC, DOCX, PPTX, TXT, CSV, XLSX, XLS, MD, MARKDOWN, and image formats (PNG, JPG, JPEG, GIF, BMP, TIF, TIFF, WebP).
  • Maximum File Size: 90 MB per file.
  • Upload Options:
    • Drag and drop files directly into the upload area.
    • Browse and select files from your device.
    • Import data from an external URL.
    • Upload folders (subfolder files are counted but not uploaded).

Enhancing AI Interactions​

Using Custom Instructions​

Define specific prompts or operational guidance to tailor how the AI interacts with your uploaded data.
Examples:

  • “Use the uploaded sales report to analyze quarterly performance.”
  • “Reference the technical manual when answering product support questions.”

File Integration​

Once uploaded, your files become part of the AI’s reference base, allowing it to:

  • Extract and analyze data from spreadsheets or reports.
  • Reference procedures or definitions from documentation.
  • Provide insights based on uploaded datasets or materials.

Practical Applications​

Customer Service​

Upload product catalogs, FAQs, or policy documents to enable the AI to respond accurately to customer queries.

Data Analysis​

Provide structured files (CSV or Excel) for the AI to generate insights, trends, and summaries automatically.

Research Assistance​

Upload articles or research papers and instruct the AI to summarize findings, compare results, or extract key data points.

Best Practices​

  • Ensure File Quality – Use well-structured and readable documents for better AI comprehension.
  • Provide Clear Instructions – Clearly specify how the AI should interpret or use your files.
  • Keep Files Updated – Regularly update uploaded data to maintain accuracy.
  • Organize Logically – Use descriptive file names and maintain a clear folder structure.

Limitations​

  • Large or complex files may require additional processing time.
  • Advanced formatting (e.g., tables or graphics) may not be fully retained.
  • Image-based PDFs have limited text extraction capability.

Note: The Projects feature transforms your AI agent from a general assistant into a specialized tool trained on your data, enabling precise and contextually relevant performance.
Tip: Start with a few well-organized files and clear instructions, then expand as you refine your workflow.