Projects: instructions, files and memory
Written By Paolo Rufrano
Last updated 1 day ago
A project is a workspace that groups related chats and gives them shared context. Every chat inside a project inherits the project's instructions, reference files and memory, so you stop re-explaining your situation at the start of every conversation.
Free plans include 3 projects. Pro and Premium are unlimited.
Creating a project
Click the + next to Projects in the sidebar, give it a name, and it appears in the list. Click the project to open its workspace.
On the Free plan, clicking + once you already have three projects opens the upgrade prompt instead.
Starting chats in a project
The workspace has its own chat box: Start a new chat in this project…. Anything you send there becomes a chat inside the project, with the project's context applied.
To move an existing chat in, open its … menu and choose Move to project, then pick one. The same menu has Remove from project to take it back out.
The sidebar shows each project's ten most recent chats, and View all chats opens the full list.
The three panels
On the right of the project workspace are three collapsible sections. Each is optional.
Instructions
A standing prompt for every chat in this project. Up to 2,000 characters.
Use it for the things you'd otherwise type every time:
You are helping me write documentation for a Ruby on Rails app. Always show code examples with syntax highlighting. Prefer short paragraphs. Never suggest gems that are no longer maintained.
Project instructions override your global personalisation. If you've set response preferences under Customize (Personalising Percy Chat), the project's instructions take precedence inside that project. That's deliberate, since a project usually needs a different voice from your default.
Files
Reference documents that every chat in the project can draw on. Up to 5 files, 5 MB each, in PDF, PNG, JPEG or WebP.
PDFs are read and indexed. When you ask a question, the relevant passages are pulled in automatically. You don't have to say which file to look at, and a long document doesn't have to fit in the conversation.
Images are included directly as context.
Click Upload to add files, and use the icons on each row to download or delete one. The counter reads Project Files (2/5) so you can see the cap.
This is the right home for a spec, a style guide, a contract or a dataset description: anything you'd otherwise re-attach to chat after chat.
Memory
A running set of notes that Percy Chat maintains for you. After each conversation in the project, it updates the memory with anything worth carrying forward, such as decisions you made, preferences you expressed, and facts about your situation.
You can edit the text directly (up to 5,000 characters), click Save to keep your changes, or Clear to wipe it and start over. The panel shows when it was last updated.
Memory is per-project. There's no global memory across all your chats, which is what Customize is for.
Renaming and deleting
The pencil and trash icons next to the project name rename or delete it. Deleting a project also deletes its files and memory. Ask before you click, because it can't be undone.
When to use a project
Projects earn their keep when you'll have many chats about the same thing:
A piece of software you're building
A client or account
A book, course or research topic
An ongoing area of work with its own vocabulary and rules
For a one-off question, a plain chat is simpler.