Every chat with the assistant belongs to a project: a group of chats with a memory of its own. Make one for a client, a team, hiring, or anything you keep coming back to. Projects are in the Projects view: click the Projects tab in the sidebar, and the sidebar lists every project, Home first and then by name, each with its chats, most recent first. The chat on screen fills the window, with Files beside it.

The same chats are reachable beside a meeting too, in the assistant’s panel. The assistant explains asking questions; this page is about keeping the chats in order. Projects are part of the assistant, and free.

Projects and notebooks

The two group different things:

A project groups chats. It isn’t a folder you see in your vault, and it holds no notes.
A notebook groups meetings and notes, as a folder in your vault’s Notebooks/ folder. See Files and the editor.

A chat in any project can ask about any meeting, notebook or note. Use a project to keep the conversations about one subject together, and a notebook to keep the material together.

Home

Home is where a chat goes until you move it. New chat in the panel beside a meeting starts a chat in Home. Home can’t be renamed or deleted, but it has a memory like any project.

Making, renaming and deleting a project

Make one with New project, under the last project in the sidebar. Give it a name under 80 characters that no other project has.
Hover a project for its buttons: Rename (the pencil), New chat in the project (the +), and More, which has Memory, Rename… and Delete….
Delete… asks first. The project’s memory goes to the vault’s trash. If the project has chats on this computer, choose Move chats to Home or Delete chats too.

Warning

If you sync the vault between computers, deleting a project deletes it on all of them, but only this computer’s chats are moved or deleted. On each of the other computers, move the project’s chats to another project before you delete it.

Starting a chat in a project

From the sidebar: hover the project and click +.
In the Projects view: New Chat, at the top of the sidebar, starts a chat in the project you are in.
Beside a meeting: New chat in the panel’s header starts one in Home. The project’s name in the header has New chat in this project, and Open in Projects view to see the chat full size.
About a notebook: in Files, a notebook’s menu has Ask about this notebook, which starts a chat in the project you are in with the notebook attached.

Renaming, moving and deleting chats

Hover a chat in the sidebar for Rename (the pencil) and More: Rename…, Move to project… and Delete. The chat’s title, at the top of the chat, has the same three.

Move to project… lists your projects; pick the one it should be in.
Delete removes the chat from this computer. Changes it made to your notes stay.

A chat’s row shows what it is doing: a spinner while the assistant is answering, a dot when there’s an answer you haven’t seen, and a lightning bolt when a skill started it.

Finding a chat

Search Chats, near the top of the sidebar in the Projects view, or Cmd+K on a Mac and Ctrl+K on Windows. It finds chats by their title and by what was said in them, newest first, and shows each one’s project and date.
Beside a meeting, the Conversations button (the clock) in the panel’s header lists the chats about the meeting on screen first, then the others.

A project’s memory

Each project has a memory: what the assistant knows about that project, read in every chat in it, alongside About You, which every chat reads. The assistant explains memory in full.

Open it from the project’s More menu → Memory. It is plain text: change or delete anything, then Save.
The assistant adds to it when you tell it something worth remembering for the project. Each addition is a change, so it follows the assistant’s mode like any other.
The first 2,000 characters are what the assistant reads at the start of a chat. Keep what matters most at the top.
If the assistant remembered something while you had the memory open, saving asks: Reload to see it, or Keep mine to replace it with your text.

What reaches your other computers

The sidebar says it under the list: projects reach every computer with this vault, and their chats stay on the computer they were held on.

Projects travel, with their names and memories, in the vault’s hidden .samurai/ folder. A tool that syncs the whole folder, hidden files included, carries them. See syncing and backing up.
Chats stay. On another computer you see the same projects, with none of this computer’s chats in them.
Obsidian Sync skips hidden folders, so with it, projects and their memories don’t reach your other computers at all.