Understanding Projects in 913.ai

Projects in 913.ai are dedicated workspaces that bring together your chats, files, and shared memory for a specific client, topic, or goal. They keep everything related — from research and reports to contracts and discussions — in one place so your team and AI agents always work with the right context. By using Projects, business, legal, HR, insurance, and finance teams can collaborate more efficiently, avoid repeating work, and make faster, more informed decisions with clear, connected information.

Written By Mahir Mushtaq

Last updated 4 months ago

A Project in 913.ai is like a dedicated workspace for a specific client, topic, or initiative.

Think of it as a digital folder for your work, where every related chat, file, and piece of shared knowledge with any of the 913.ai Agents stays together.

For example:

  • A legal team might have a project called “Client NDA Reviews – Q4”

  • An insurance team could create “Policy Claims Analysis 2025”

  • An HR department might use “Onboarding Handbook Update”

  • A finance team might organize “Monthly Reporting Automation”

Each project brings all relevant materials — agent chats, documents, reports, and discussions — into one place, making it easy for your team (and your AI agents) to stay aligned.


Why Projects Matter

In fast-moving businesses, it’s easy for work to get scattered across chats, emails, and files. Projects in 913.ai solve that by keeping everything connected and contextual.

Here’s how they help:

  • Stay organized: All related chats and files are grouped by topic, client, or goal.

  • Save time: You don’t have to repeat context. All 913.ai agents remember what’s already been discussed.

  • Collaborate better: Teammates can work in the same project, share files, and see updates instantly.

  • Work smarter: AI agents can refer to earlier analyses, past summaries, or any file in the same project.


What’s Inside a Project Workspace

Each project has three key parts that work together seamlessly:

1. Chats

Every chat inside a project belongs exclusively to that project.

When you start a new chat here, your agents can “see” all the previous discussions, summaries, and notes from that project.

Example:

If Rachel (your Research Agent) previously analyzed market data in the same project, Ava (your Legal Agent) can refer to that analysis later — without you having to re-explain it.

Chats inside a project are separate from general, one-off conversations in your General Inbox.


2. Files

Files you upload within a project — documents, PDFs, spreadsheets, or images — are automatically saved there.

All agents and team members in the project can access and reference those files.

Example:

If someone uploads a Client Contract.pdf into the “Vendor Negotiations” project, any agent (like Ava or Olivia) can use that same file when preparing a summary, drafting a reply, or checking for updates.

This keeps every document in the right place, preventing confusion about where files belong.


3. Shared Memory

Shared memory is what allows your agents to “remember” what’s been discussed in the project.

It includes summaries, analyses, and context from all prior chats — even if they were done by different agents.

Example:

If Rachel summarized a research report last week, and you ask Olivia to create a financial overview today, Olivia can automatically build on Rachel’s findings.

No repetition, no lost context — just smooth continuity.

How Projects Differ from the General Inbox

Feature

General Inbox

Projects

Purpose

Personal, standalone chats

Organized workspace for specific topics, clients, or goals

Files

Stored separately; not shared

Shared within the project

Context

Isolated per chat

Shared across all project chats

Collaboration

Mostly individual

Multi-user and AI agents collaboration

Best for

Quick tasks, personal notes, or experiments

Ongoing work, team projects, and structured workflows

Example:

Use your General Inbox to quickly ask “Summarize today’s news headlines.”

Use a Project for structured work like “Q1 Compliance Report”, where you’ll need ongoing research, document uploads, and agent collaboration.

How Teams Benefit from Using Projects

  • Insurance teams: Keep all claims data, policy summaries, and correspondence in one project for easy access and audit readiness.

  • Legal teams: Manage client contracts, NDAs, and negotiation notes together for faster review and consistency.

  • HR teams: Store onboarding materials, policy drafts, and employee communication plans within one project.

  • Finance teams: Automate monthly reporting, budgeting discussions, and financial summaries in a single workspace.

Projects save time, reduce duplication, and make collaboration effortless. Every update, document, and insight is available to everyone who needs it, including your AI agents.

Frequently Asked Questions

1. Can I add my colleagues to a project?

Yes. You can invite team members to join a project so you can chat, upload files, and collaborate together. Everyone can see updates in real time.

2. Can AI agents access project files and past chats?

Yes. When you chat inside a project, agents can read previous project chats, shared memory, and files. This helps them give better, more contextual answers.

3. What happens if I upload a file in a project chat?

Any file you upload inside a project is automatically saved to that project. It becomes accessible to all agents and teammates working there.

4. Are project chats the same as general inbox chats?

No. Chats in your General Inbox are personal and stand-alone. Chats inside a Project are shared, contextual, and linked to that specific workspace.

5. What types of projects can I create?

You can create a project for any ongoing topic — such as Client Legal Reviews, Employee Engagement Plans, Quarterly Finance Reports, or Market Research Initiatives.

6. Can agents refer to each other’s work?

Yes. Agents like Rachel, Olivia, and Ava can build on each other’s outputs within the same project — for example, “Based on Rachel’s earlier summary, here’s the draft report.”

In Summary

A Project in 913.ai keeps everything — chats, files, and shared memory — organized in one place.

It’s built for professionals who want clarity, structure, and collaboration without chaos.

Whether you’re managing contracts, reports, or policies, Projects ensure your team and AI agents always have the right context — so you spend less time explaining and more time achieving results.