Projects live in the “Projects” section of the sidebar. A project’s sources (documents, texts, knowledge bases) and its instructions apply to all of its conversations: you don’t have to attach your files again or repeat your instructions.
Create a projectLink to the Create a project section
- In the sidebar, in the “Projects” section, click “New project”.
- Give it a name in “Project name” (for example “Website launch”).
- If you like, choose a “Background image” and write “Instructions (optional)”.
- Click “Create project”.
The number of projects depends on the workspace’s plan; the creation window shows it (“3 of 5 projects”, for example). To compare plans, see pricing. You can change the sources and instructions later on the project page.
The project pageLink to the The project page section
Click the project in the sidebar. At the top of the page, click the project icon to pick an emoji instead of the folder icon. Above the tabs, a line sums up what Moon AI uses in this project (the number of sources ready, the instructions, or “No instructions”).
The page has three tabs:
| Tab | Contents |
|---|---|
| “Conversations” | The project’s conversations. |
| “Sources” | The documents, texts and knowledge bases the AI consults. |
| “Instructions” | The instructions that apply to every conversation in the project. |
When the project is empty, the “Get started with this project” card offers to add a source, write instructions and ask a first question.
SourcesLink to the Sources section
Sources are used by every conversation in the project. For each question, the AI searches all the sources for relevant passages and can cite the file a passage comes from.
Add a sourceLink to the Add a source section
In the “Sources” tab, “Add a source” offers:
- “Upload files”: from your device. On a computer, you can also drop the files onto the tab (“Drop your files to add them to the project”).
- “Choose from the Library”: one or more files you already uploaded.
- “Add a knowledge base”.
- “Add text”: a title and a pasted or typed text that Moon AI should know.
Files added here are also stored in your Library.
| Limit | Value |
|---|---|
| Sources per project | 50 at most; the “N of 50 sources” counter shows it |
| Size of a source file | 50 MB at most |
| Images | Not accepted as a source |
Source statusLink to the Source status section
Once added, each file is read. Its status is shown under its name:
| Status | What to do |
|---|---|
| “Reading…” | Wait: the page updates on its own. |
| “Could not read this file” | “Retry”, or replace the file. |
| “Not read yet” | “Read now”. |
| “No longer in your Library” | The file was deleted; remove the source or add it again. |
| “Knowledge base not found” | The knowledge base was deleted or is no longer accessible. |
A source’s menu also offers “Open in Library”, “Edit text” for a text added in the project, and “Remove from project”. Removing a source does not delete the file from your Library.
InstructionsLink to the Instructions section
In the “Instructions” tab, write how Moon AI should answer in this project: tone, format, audience, rules to follow. “Start from an example” offers templates you can adapt.
- 8,000 characters at most; a counter appears and turns red past the limit.
- Save with “Save” or CtrlEnter (⌘Enter on a Mac).
Example instructions:
You help the marketing team prepare the launch of the new website.
Answer in English, concisely, with bullet points.
Rely on the brief and the brand guidelines attached in the sources.
Point out any missing information instead of making it up.Project conversationsLink to the Project conversations section
Put a conversation in a projectLink to the Put a conversation in a project section
- From the conversation: ⋯ menu › “Move” › the project.
- From the message box: + button › “Add from…” › “Add to project” (or “Move to another project” if it is already in a project).
- From the project page: a conversation started in its message box is filed there directly.
A “Confidential chat” is not saved, so it cannot be put in a project.
The Conversations tabLink to the The Conversations tab section
- “Search this project” searches conversation titles and content.
- “Sort conversations”: “Most recent”, “Oldest first”, “Title, A to Z”. Pinned conversations stay at the top.
- “Show archived conversations” shows the ones you archived.
- A conversation’s menu offers “Pin”, “Move to another project”, “Remove from project”, “Archive” and “Delete”. “Remove from project” puts it back in your list of conversations, with its date; a button lets you undo.
Manage a projectLink to the Manage a project section
The project’s ⋯ menu (in the sidebar or at the top of its page) offers:
| Action | Effect |
|---|---|
| “Rename” | Change the project’s name. |
| “Edit” | Open the “Project settings”: name and background image. |
| “Share…” | Share the project with your workspace (see below). |
| “Duplicate project” | Create a copy with its instructions and sources, without the conversations. |
| “Export conversations” | Download the project’s conversations. |
| “Move to workspace” | Move the project to another of your workspaces (Move content). |
| “Delete” | Delete the project (see below). |
Delete a projectLink to the Delete a project section
- ⋯ menu › “Delete”.
- Answer the question “What happens to its conversations?” (table below).
- Confirm. The project, its instructions and its list of sources are permanently deleted. The files stay in your Library.
| Choice | Effect on the conversations |
|---|---|
| “Keep conversations” (default) | They go back to your list, with their date and pinning. |
| “Delete conversations too” | They are deleted along with the project. |
Share a project with your workspaceLink to the Share a project with your workspace section
In a team workspace, you can share a project with the other members. Only the project, its instructions and its sources are shared: each member starts their own conversations in the project, and those stay private.
- Project’s ⋯ menu › “Share…”.
- For the question “Who can use it in…?”, choose a level (table below).
- Click “Save”.
| Level | What members can do |
|---|---|
| “Private” | Nothing: “Only you can see and use this project.” |
| “Members can use it” | Read the instructions and sources, and start their own conversations in the project. |
| “Members can edit it” | Also change the instructions and sources. |
The project appears in the members’ “Projects” section, marked “Shared”. At the top of its page, they see “Shared by” followed by your name, and “You can use it” or “You can edit it”. Members cannot rename, duplicate, export or delete it: those actions stay with the owner.
Access ends immediately if you set the project back to “Private”, if you delete it, or if the member leaves the workspace. The conversations they had in the project then go back to their list.
A project cannot be shared in a personal workspace. For other ways to work together, see The team space.