Skip to main content

​
Creating a Project

To create a new project:
  1. Click the project switcher in the top navigation bar
  2. Select “Create new project”
  3. Enter a name for your project
  4. Click Create
Your new project becomes active immediately and you’ll be taken to its workspace. You can start adding agents, knowledge bases, and other resources right away.
Use descriptive project names that reflect the purpose or client — for example, “Customer Support - ACME” or “Internal HR Bot”.

​
Renaming a Project

Project owners can rename any project (except the Default project). To rename a project:
  1. Open Project Settings from the sidebar or project menu
  2. Click the edit icon next to the project name
  3. Enter the new name
  4. Save your changes
Only the project Owner can rename a project. Admins and Users cannot change the project name.

​
Personal Display Labels

Any team member can set a personal display label for a project — this is a custom name that only they see in the project switcher. It does not change the actual project name for other members. To set a personal label:
  1. Open the project switcher
  2. Click the edit icon next to the project you want to relabel
  3. Enter your preferred display name
  4. Save

​
Deactivating a Project

If you want to temporarily disable a project without deleting it, you can deactivate it. What deactivation does:
  • Hides the project from all non-owner members
  • The owner can still view and manage the project
  • All data and resources are preserved
  • The project can be reactivated at any time
To deactivate a project:
  1. Open Project Settings
  2. Scroll to the Danger Zone section
  3. Click Deactivate Project
  4. Confirm the action
Deactivating a project immediately removes it from the view of all collaborators (Admins and Users). They will lose access until you reactivate it.

​
Reactivating a Project

To reactivate a deactivated project:
  1. Open Project Settings (you can still access this as the owner)
  2. Scroll to the Danger Zone section
  3. Click Reactivate Project
The project becomes visible and accessible to all members again immediately.

​
Deleting a Project

To permanently delete a project, open Project Settings and scroll to the Danger Zone section. Deletion is permanent and cannot be undone — all resources inside the project will be removed.
The Default project cannot be deactivated or deleted.

Projects Overview

Learn what projects are and how they work

Team Collaboration

Invite teammates to your project

Roles & Permissions

Control what your team members can access