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Projects

Projects are workspaces that group your files, tags, and AI conversations together. Use them to organize active work, maintain context across sessions, and collaborate with teammates around a shared set of documents.

What is a Project?​

A project collects:

  • Files — documents and folders from Drive or uploaded directly
  • Tags — label-based file groups that scope what Assistant can access
  • Conversations — all Assistant sessions started within the project are saved and associated with it
  • Members — teammates with specific access levels

When you start a conversation from inside a project, Assistant automatically has access to all the files and tags attached to that project—no need to manually attach them each time.

Creating a Project​

  1. Go to Projects in the sidebar
  2. Click New project
  3. Enter a name and optional description
  4. Click Create — you'll be taken directly to the new project

Project Context​

The most important thing to configure in a project is its context—the files and tags that Assistant will use when solving tasks.

Navigate to Project Settings → Project Context to manage context:

  • Files — attach specific files or folders from Drive, or upload files directly. Assistant will search and read these files during conversations.
  • Tags — attach one or more tags. All files with those tags become available to Assistant, including files from SharePoint, Egnyte, or any other connected integration.

If no files or tags are attached, conversations in the project will only use files manually added during that session.

Project Settings​

Access settings from any project page via the Settings button.

General Settings​

Edit the project name and description. Project admins can also delete the project from the Danger Zone section (requires typing "delete" to confirm).

Members​

View and manage who has access to the project. The members table shows each person's name, email, and role.

Roles:

RoleWhat they can do
AdminEdit settings, manage members, attach context, delete the project
MemberStart conversations, view files and context

To invite a teammate, click Invite and enter their email address. Invited users join as Members.

To remove a member, use the actions menu on their row. You cannot remove the project owner or yourself.

Project Context​

See Project Context above. Manage attached files and tags from this tab.

Linked Autodesk Projects​

If your organization has the Autodesk Construction Cloud (ACC) integration enabled, a project may be linked to an ACC project. Linked projects are indicated by an Autodesk CC badge in the Projects list.

Linked ACC projects automatically sync all project files—drawings, specifications, submittals, and documentation—so Assistant has access without any additional file attachment.

See the ACC integration docs for setup instructions.

Starting a Conversation​

From a project page, type in the input bar at the bottom of the screen to start a new conversation. The session will use the project's attached files and tags as context.

All conversations from within the project appear in the project's activity feed, making it easy to find past work.