<h1>Projects</h1><blockquote>In a nutshell: Projects let you group related conversations and upload files into a focused workspace. You can add custom instructions so the AI automatically understands the context of your work.</blockquote><h2>What are projects?</h2>A project is like a folder for related work. Instead of starting separate conversations for the same topic, you can:<ul class="accent-bullets"><li>Group conversations — Keep all chats about a specific client, deal, or initiative together.</li><li>Upload documents — Add files that provide context for every conversation in the project.</li><li>Set custom instructions — Tell the AI how to behave in this project (e.g., "Always respond in formal legal language" or "Focus on EU regulatory compliance").</li></ul>The AI in project conversations has access to your uploaded files and follows your project instructions automatically.<h2>Creating a project</h2><ol class="steps-list"><li>In the sidebar, click New project (the folder-plus icon).</li><li>Enter a project name (e.g., "Quarterly Report Q1" or "Client — Acme Corp").</li><li>Optionally, add instructions that apply to all conversations in this project.</li><li>Click Create project.</li></ol>[Screenshot: The "New project" modal showing fields for project name and instructions]<blockquote>💡 Tip: Good project instructions are specific. Instead of "Be helpful," try "You are assisting a corporate lawyer preparing due diligence documentation for a Series B investment round. Always cite relevant clauses."</blockquote><h2>Adding files to a project</h2><ol class="steps-list"><li>Open your project by clicking its name in the sidebar.</li><li>Open Project settings (the gear icon) or click Add files.</li><li>Drag and drop files into the upload area, or click to browse your computer.</li><li>Files are encrypted and processed automatically. You'll see progress indicators:</li></ol><ul class="accent-bullets"><li>Uploading → Parsing → Chunking → Embedding → Ready</li></ul>Once files show Ready, the AI can reference them in conversations within this project.[Screenshot: The project settings panel showing uploaded files with status indicators (Ready, Processing)]<h3>Supported files</h3>You can upload documents and images. Common formats include PDFs, Word documents, text files, and images. Files are encrypted end-to-end before upload.<blockquote>🔒 Privacy: Uploaded files are encrypted in your browser before they leave your device. Processing (parsing, chunking, embedding) happens inside the secure enclave. Tresor's servers store only encrypted data.</blockquote><h2>Creating conversations inside a project</h2>When you open a project, you'll see a prompt box at the top. Type a message there to start a new conversation that's automatically part of that project.You can also move existing conversations into a project — see <a href="https://tresorai.productlane.com/docs/using-tresor/conversations" target="_blank" rel="noopener noreferrer" class="cursor-pointer box-border border-b hover:border-b-[2px] transition-all duration-75 " style="text-decoration: none; border-color: var(--portal-accent-color);">Conversations</a>.<h2>Project instructions</h2>Instructions you set for a project apply to every conversation inside it. This is useful for:<ul class="accent-bullets"><li>Setting the AI's role or expertise (e.g., "Act as a financial analyst")</li><li>Defining output style (e.g., "Always use bullet points and keep responses under 200 words")</li><li>Providing background context (e.g., "The client is a German SME in the manufacturing sector")</li></ul>To update instructions:<ol class="steps-list"><li>Open the project.</li><li>Click the gear icon to open project settings.</li><li>Edit the Instructions field (up to 6,000 characters).</li><li>Click Save changes.</li></ol><h2>Sharing projects with your team</h2>If you're on a Team or Enterprise plan and working in a team workspace, you can share projects with colleagues:<ol class="steps-list"><li>Open the project settings.</li><li>Click Share project.</li><li>Choose which workspace members get access and their permission level (Can view or Can edit).</li><li>Click Save.</li></ol>Shared projects appear with a small dot icon on the folder in the sidebar to indicate they're collaborative.<blockquote>🔒 Privacy: When you share a project, Tresor securely shares the encryption key with the invited members — but neither Tresor nor anyone outside the project can access the content.</blockquote><h2>Good to know</h2><ul class="accent-bullets"><li>Projects are available on Pro, Team, and Enterprise plans. Free plan users will be prompted to upgrade.</li><li>Each project can hold multiple conversations and files.</li><li>Project names and instructions are encrypted, just like your chat content.</li><li>You can rename or delete a project from the sidebar (right-click → Rename or Delete).</li><li>Deleting a project deletes all its conversations and files. This cannot be undone.</li></ul><h2>Related articles</h2><ul class="accent-bullets"><li><a href="https://tresorai.productlane.com/docs/using-tresor/documents-and-images" target="_blank" rel="noopener noreferrer" class="cursor-pointer box-border border-b hover:border-b-[2px] transition-all duration-75 " style="text-decoration: none; border-color: var(--portal-accent-color);">Documents and images</a> — More about uploading and using files.</li><li><a href="https://tresorai.productlane.com/docs/using-tresor/conversations" target="_blank" rel="noopener noreferrer" class="cursor-pointer box-border border-b hover:border-b-[2px] transition-all duration-75 " style="text-decoration: none; border-color: var(--portal-accent-color);">Conversations</a> — Organize and find your chats.</li><li><a href="https://tresorai.productlane.com/docs/using-tresor/workspaces-and-team-collaboration" target="_blank" rel="noopener noreferrer" class="cursor-pointer box-border border-b hover:border-b-[2px] transition-all duration-75 " style="text-decoration: none; border-color: var(--portal-accent-color);">Workspaces and team collaboration</a> — Learn about team collaboration.</li></ul>

Using Tresor

Projects let you group related conversations and files into focused workspaces with custom instructions, so the AI understands your context.