A project keeps its own chats and automations. Start a new chat there, bring in an existing one, move one to another project, or attach a scheduled task and see how its runs went.
Mac appAvailablesince 1.3.61
Windows appAvailable
Work in a project is kept together. The Chats tab lists its conversations. The Automations tab lists the scheduled work that belongs to it.
Chats
The Chats tab.
New chat starts a conversation in the project. It knows the project's sources and memory.
Add existing chat opens a list with a Search chats box. Pick a chat to see where it comes from and where it will go, then confirm. A chat that already belongs to another project is moved.
Select a chat's name to open it.
The … menu on a chat has two choices:
Move lets you pick a Destination project, or Unassigned to take the chat out of any project. The dialog says: "Future work uses the destination project's context. Historical messages stay unchanged."
Delete asks you to confirm. The chat and its history are deleted. Documents the project owns and linked originals stay.
Archived projects take no new work
New chat, Add existing chat, New automation, Add existing automation and Add source are switched off while a project is archived. The page says "This project is archived. Restore it to start new work."
Automations
The Automations tab.
An automation here is work that runs by itself on a schedule, with the project's sources available to it.
New automation asks for a Name and a Prompt, which is what Haruno should do each time, and for when it should run. It is then part of the project.
Add existing automation lists the tasks you already have. Pick one to attach it. As with chats, the dialog shows where it comes from and where it will go, and a task that belongs to another project is moved.
Select an automation to open it. You can:
switch it on or off with Enabled;
read its Run history, where each run says Succeeded, Failed, Cancelled or In progress, and which project it ran for;
open a run to read what was said, who said it (You or Haruno) and which sources were available to that run.
An automation that needs your attention says Needs attention. A run's saved result is sometimes shortened. The page says so: "This is a bounded excerpt of the original run."
The rules for what an automation may do on its own belong to scheduled tasks, not to projects.
What to tell a customer
A chat in a project starts informed. It already knows the project's sources and memory.
Moving a chat changes what it knows from then on. It does not rewrite old messages.
Deleting a chat from a project deletes the chat. It does not delete the project's files.