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A project is the workspace for one client engagement. It groups chats, files, instructions, linked sources and agents, and it sets which client every chat in it is working for.

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Create a project

1

Open Projects

Select Projects in the sidebar. The page lists Active and Archived projects with counts. A new organisation shows “No projects yet. Create one to collect files and sessions for a client engagement.”
2

Select New project

Enter a Name, for example “Target commercial due diligence”. Add the Client (optional), for example “Apex Ventures Ltd”. The client name appears on exports and client-facing files.
3

Select Create project

You become the project’s first admin. Open Brain to add instructions, files and linked sources.

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Project tabs

Sessions that people mark Private are hidden from teammates. The Agents tab lists only the agents for this project. New agent opens the same form as Agents in the sidebar with the project already selected, and its Connected sources match the Brain tab. See Agents.

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Details and colour

Open Settings → Details to change the Name, Client, description and colour. Choose a preset colour or enter a hex value. The colour appears as a line beside the project in your list and in the sidebar, so client work is easy to tell apart.

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Members and project roles

Settings → Members shows who works on the project (“Admins can add and remove members and change roles”). To add someone, select the people, choose a role and select Add. Change a role from the dropdown on the person’s row. Remove a person with the delete button on their row. A project always has at least one admin. Promote someone else before you remove or demote the last admin. Organisation owners and admins can manage every project. Each person you add gets the notification I am added to a project. See Roles and permissions.
Project roles set who administers a project. A member of the organisation can still read the project’s sessions and files unless the session is marked Private.

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Tag chats to the project

Tags set which client a chat serves.
  1. Select New chat and choose the Team and Project tags above the composer. Hebno selects your team when you belong to one.
  2. Send your message. Hebno loads the project’s instructions, files, linked sources and linked records on every turn.
  3. Open Brain in the chat header to review or edit them without leaving the thread.

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Sticky tags

Change or clear the project until you send the first message. After that the tags are fixed, so a chat cannot move to another client’s project halfway through and limits remain attributed to the right engagement. To tag a chat you started with no project, choose Attach to a project in the header, or save its first deliverable to a project. If a follow-up reads like a different client, Hebno suggests New chat so each client’s material is separate. See Start a chat.

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Archive a project

Settings → Archive hides the project from the sidebar and excludes it from new chats and agents. Restore it at any time from the Archived list. Existing chats and files are unchanged.

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Next steps