A chat in a project works with that project's sources and memory. You can start one in a project, move any chat in or out, and see which project a chat belongs to.
Mac appAvailablesince 1.3.61
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A chat can belong to one project, or to none. A chat in a project can use what the project holds: its linked sources, its documents and its memory.
Start a chat in a project
Open the project
Open the project from Projects in the sidebar.
Start the chat
On Home, click Start a chat, or New chat if the project already has chats. Continue chat opens the chat you used last. On the Chats tab, New chat does the same.
In an archived project these buttons are off. A chat that was in a project you archived since says: "This chat's project is archived. Restore it in Projects to keep chatting here, or start a new chat."
See which project a chat is in
A small label above the message box names the chat's project. A chat outside any project says No project.
Move a chat into a project, or out of one
There are three ways.
From the chat. Click the plus button beside the message box. Project shows the current project in parentheses. Pick another project, or No project. The choices are off while Haruno is answering.
From the Chats tab. The ⋯ button on a chat has Move to project. It lists your other projects and Unassigned.
From the project. On the Chats tab, Add existing chat… opens a window with a Search chats field. Each chat shows the project it is in now, or Already in this project. Pick one and click Add chat, or Move chat for a chat that is in another project. The window says: "This chat's content becomes part of the destination project."
A moved chat works with the new project's sources and memory.
Archived projects do not appear as places to move a chat to.
What a project chat can read
The files, folders, Drive items and Portfolio companies linked on the project's Sources tab. See Project sources.
The project's saved knowledge. New chats in a project start with it. See Project memory.
The documents Haruno wrote earlier in the project.
Haruno works in an isolated space, so a project chat sees only what the project holds. It does not see other projects.
Where the chat works
You do not pick a folder. A chat in a project works in a folder Haruno keeps for that project. A file Haruno makes there is saved in the project as a document, and it is listed on Sources as Created here. Export documents… in the project's settings copies these documents out. See Project settings.
A chat outside any project works in a folder of its own. It can read the Portfolio's books. See Ask Haruno about books.
A company's project chat
Every company in the Portfolio has a project of its own. Ask Haruno on a company's page opens that project's chat. If the project already has a chat, it opens the one you used last. Otherwise it starts a new one.
That chat can read the company's books, and only that company's. It cannot change them. See Company projects.
Who has it
Everyone who has Projects, in the normal view and the advanced view.
What to tell a customer
Put a chat in a project when it is part of a piece of work. The chat then knows the project's files and what the project has learned. A chat outside a project still works. You can move it into a project later.