What gets tagged
Every conversation can carry:
Tags are chosen when the conversation is created.
Sticky tags
Team and project tags are sticky. After creation:- Retagging from the chat body is ignored
- Spend for the whole thread rolls up under the original tags
Projects and clients
Projects belong to the organisation. Each project has:- A name (internal label)
- An optional client name (for client-facing reports)
Where attribution appears
Tagged spend flows into:- Admin → Overview charts (by team, by model)
- Usage views for members
- Limit checks for team-scoped and project-scoped hard limits
Filtering history
Members filter chat History by project from the sidebar. This helps find past client work without mixing unrelated threads.Example workflow
An agency delivery lead starts a chat:- Select Team: Client A delivery
- Select Project: Website copy refresh (client: Client A Ltd)
- Work in the thread over several days
Next steps
- Using chat - how to tag at conversation start
- Spend and limits - project-scoped limits