> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cloosphere.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Projects

> Bundle documents and chats into one space and share with teammates

A Project is a **personal document management unit that bundles a Knowledge Base + chats into one space**. When you select a project and chat with the AI, it answers using only that project's documents. When you share a project, an independent copy is created so each member can use it freely.

***

## Project vs. Knowledge Base

| Aspect                 | Project                                | Knowledge Base                |
| ---------------------- | -------------------------------------- | ----------------------------- |
| **Purpose**            | Personal/team document space           | Knowledge store for agents    |
| **Ownership**          | Personally owned, copy-based sharing   | Workspace-shared              |
| **Access**             | Direct from the sidebar                | Connected to an agent for use |
| **Chat**               | Project-specific chat                  | Referenced from agent chat    |
| **Internal structure** | Wraps an auto-generated Knowledge Base | Independent entity            |

<Note>
  A project stores its documents in an internal Knowledge Base, but that KB does not appear in the workspace **Knowledge** list. Manage project documents from the project screen only.
</Note>

***

## Use Cases

| Scenario                | Description                                                        |
| ----------------------- | ------------------------------------------------------------------ |
| **Work doc management** | Group materials per project and ask the AI                         |
| **Team collaboration**  | Bundle department documents into a project and share with the team |
| **Research**            | Organize research materials and analyze with AI                    |
| **Customer proposals**  | Manage per-customer requirements and draft with AI                 |
| **Data analysis**       | Upload CSV/Excel and let the AI analyze and visualize via Python   |

***

## Project List

In the **Projects** section at the bottom of the sidebar, view your projects and projects shared with you.

<Frame caption="Click a project in the list to open it and view projects shared with you">
  <img src="https://mintcdn.com/cloocus/KaBbk3O9rWexEgxk/images/en/collaboration/projects-detail.png?fit=max&auto=format&n=KaBbk3O9rWexEgxk&q=85&s=5c3b35ec3052bd1b96293bed872c6a17" alt="Project detail screen" width="1911" height="907" data-path="images/en/collaboration/projects-detail.png" />
</Frame>

***

## Creating a Project

<Steps>
  <Step title="Create a new project">
    Hover over the Projects section in the sidebar, then click the **"+"** button on the right.

    <Frame caption="Select the project type, then enter a name and description.">
      <img src="https://mintcdn.com/cloocus/046evyIsgvOXyBMp/images/en/collaboration/projects-create-top.png?fit=max&auto=format&n=046evyIsgvOXyBMp&q=85&s=9c79c09e2e8ed9faf4adf01c4278ef52" alt="Project creation screen" width="1911" height="907" data-path="images/en/collaboration/projects-create-top.png" />
    </Frame>
  </Step>

  <Step title="Enter basic info">
    | Field            | Description                | Example                               |
    | ---------------- | -------------------------- | ------------------------------------- |
    | **Project Type** | General / Data Analysis    | "General" (default)                   |
    | **Name**         | Project display name       | "2026 Marketing Strategy"             |
    | **Description**  | Project purpose (optional) | "Materials for Q1 marketing campaign" |

    <Note>
      The **Data Analysis** type uploads CSV/Excel files and analyzes them with Python code. See [Data Analysis Projects](#data-analysis-projects) below.
    </Note>
  </Step>

  <Step title="Done">
    Click **Create Project** — you're auto-redirected to the project detail screen.
  </Step>
</Steps>

***

## File Management

### Upload Files

In the project detail screen's **Settings** tab, upload files. Uploaded files are auto-vectorized and become AI-searchable.

<Frame caption="Drag-and-drop or use the upload button to add files">
  <img src="https://mintcdn.com/cloocus/046evyIsgvOXyBMp/images/en/collaboration/projects-upload.png?fit=max&auto=format&n=046evyIsgvOXyBMp&q=85&s=d779231b5b82dc059b50149c20cae345" alt="Project file upload" width="1911" height="907" data-path="images/en/collaboration/projects-upload.png" />
</Frame>

<Tabs>
  <Tab title="Drag and Drop">
    Drag files directly onto the project area.
  </Tab>

  <Tab title="File Picker">
    Click the upload button and select files in the file dialog.
  </Tab>

  <Tab title="Cloud Storage">
    Pull files directly from Google Drive, OneDrive, SharePoint (when admin configures).
  </Tab>
</Tabs>

**Supported file formats:**

| Category         | Formats                                                                      |
| ---------------- | ---------------------------------------------------------------------------- |
| **Documents**    | PDF, DOCX, PPTX, TXT, MD                                                     |
| **Spreadsheets** | XLSX, CSV                                                                    |
| **Other**        | When LibreOffice PDF conversion is enabled, additional formats are supported |

### File List

Uploaded files are visible in the **Project Files** section under the **Settings** tab on the project detail screen.

| Info         | Description                                      |
| ------------ | ------------------------------------------------ |
| **Filename** | Uploaded file name                               |
| **Size**     | File size                                        |
| **Status**   | Processing state (uploading / processed / error) |

### Delete a File

Click the **X button** on the right of the file. The deleted file is also removed from the vector DB.

<Warning>
  File deletion is irreversible. The vector index is also removed — keep originals if needed.
</Warning>

***

## Data Analysis Projects

<Info>
  **New feature** — Selecting **Data Analysis** as the project type lets you upload CSV/Excel files and have the AI **directly run Python code** to analyze data and create charts.
</Info>

### Differences from General Projects

|                       | General Project                              | Data Analysis Project                        |
| --------------------- | -------------------------------------------- | -------------------------------------------- |
| **File formats**      | All documents — PDF, DOCX, TXT, etc.         | Only CSV, XLSX, XLS, TSV, Parquet            |
| **Processing**        | Text extraction → chunking → vector DB (RAG) | Metadata extraction → mount file in Jupyter  |
| **AI response style** | Document-search-based answers                | Python-execution-based answers               |
| **Charts**            | None                                         | Plotly interactive charts, matplotlib images |
| **Required env**      | None                                         | **Jupyter server** connection required       |

### Prerequisites

<Warning>
  Data Analysis projects require a **Jupyter server** to be connected. If a Jupyter server isn't configured under Admin > Settings > Code Execution, project creation is blocked.
</Warning>

### Create and Use

<Steps>
  <Step title="Choose 'Data Analysis' type at creation">
    On the project creation screen, choose **Data Analysis** as the type.
  </Step>

  <Step title="Upload data files">
    Upload CSV, Excel (XLSX/XLS), TSV, or Parquet files. Uploaded files are auto-mounted into the Jupyter environment, and metadata like column info is extracted.
  </Step>

  <Step title="Ask the AI to analyze">
    Select the project and request analysis in chat. The AI auto-writes and runs Python code, returning results.
  </Step>
</Steps>

### Analysis Flow

The AI uses 3 tools sequentially to analyze data.

```mermaid theme={null}
flowchart LR
    A[User question] --> B[1. File metadata lookup]
    B --> C[2. Detail data check]
    C --> D[3. Run Python code]
    D --> E[Results + chart]
```

| Step | Tool                   | Description                                                              |
| :--: | ---------------------- | ------------------------------------------------------------------------ |
|   1  | **data\_file\_info**   | List uploaded files, columns, data types, etc.                           |
|   2  | **get\_file\_details** | Sample detail data for a specific file (head, describe, etc.)            |
|   3  | **code\_interpreter**  | Run Python code in the Jupyter kernel (pandas, plotly, matplotlib, etc.) |

### Chart Generation

When the AI is asked to visualize data, it generates **Plotly interactive charts**. Charts can be inspected directly in chat — zoom, hover for info, etc.

| Chart Library  |  Support  | Form                              |
| -------------- | :-------: | --------------------------------- |
| **Plotly**     |  Default  | Interactive (zoom, hover, filter) |
| **matplotlib** | Supported | Displayed as PNG image            |

### Example Conversation

```
Q: Show me the monthly trend in the sales data
A: Analyzing the uploaded sales_2025.csv file.

   [Code Interpreter execution: pandas monthly aggregation + Plotly chart]

   📊 Monthly sales trend:
   [Interactive chart]

   Key findings:
   - March is up 23% MoM
   - Q1 total revenue is ₩12.5M
```

<Note>
  The Jupyter kernel **persists per project**. Variables and dataframes created in earlier conversations remain available later. When the Jupyter container restarts, files are auto-remounted.
</Note>

***

## Chat in a Project

### Project-Context Chat

When a project is selected and you start chatting, the AI references only that project's documents.

<Steps>
  <Step title="Pick a project">
    Click a project in the sidebar.
  </Step>

  <Step title="Type your question">
    Type your question in the chat input. The AI auto-searches the project documents.
  </Step>

  <Step title="Review the response">
    The AI searches the project's documents and answers with citations.
  </Step>
</Steps>

<Frame caption="Selecting a project and chatting references only that project's documents">
  <img src="https://mintcdn.com/cloocus/KaBbk3O9rWexEgxk/images/en/collaboration/projects-chat.png?fit=max&auto=format&n=KaBbk3O9rWexEgxk&q=85&s=00282ce325cbe2123f736891867e5451" alt="Project chat" width="1911" height="908" data-path="images/en/collaboration/projects-chat.png" />
</Frame>

**Example:**

```
Q: What's this quarter's marketing budget plan?
A: Based on the project documents, this quarter's marketing budget is...
   [Source: Q1_marketing_plan.pdf, page 12]
```

### Chat Management

Chats inside a project appear in the **Chat** tab of the project detail screen.

| Info           | Description                       |
| -------------- | --------------------------------- |
| **Chat title** | Auto-generated conversation title |
| **Modified**   | Last conversation time            |

<Tip>
  Project chats don't appear in the main sidebar chat list. They're separated per project for clean management.
</Tip>

***

## Project Sharing

You can share projects with other users. Sharing is **copy-based**.

<Steps>
  <Step title="Open the Settings tab">
    On the project detail screen, go to the **Settings** tab.
  </Step>

  <Step title="Pick share targets">
    In the **Copy to Users** section, search for and select users. You can share with multiple at once.
  </Step>

  <Step title="Run the share">
    Click **Copy to Users** — a project copy is created for each selected user.
  </Step>
</Steps>

<Frame caption="Copy-based sharing — select recipients, then click Copy to Users">
  <img src="https://mintcdn.com/cloocus/KaBbk3O9rWexEgxk/images/en/collaboration/projects-share.png?fit=max&auto=format&n=KaBbk3O9rWexEgxk&q=85&s=886284fed3be42a55fa219a05ca3f91a" alt="Copy to Users" width="2000" height="945" data-path="images/en/collaboration/projects-share.png" />
</Frame>

<Frame caption="The recipient receives an independent copy, marked '(from [owner])'">
  <img src="https://mintcdn.com/cloocus/KaBbk3O9rWexEgxk/images/en/collaboration/projects-share-received.png?fit=max&auto=format&n=KaBbk3O9rWexEgxk&q=85&s=83f1c22c85064c74799faebe664849e8" alt="Received project copy" width="2000" height="949" data-path="images/en/collaboration/projects-share-received.png" />
</Frame>

### Sharing Characteristics

| Item                  | Description                                                              |
| --------------------- | ------------------------------------------------------------------------ |
| **Independent copy**  | A separate project is created for each recipient                         |
| **File copy**         | Original project files are copied along with vector re-indexing          |
| **Independent edits** | After sharing, each user can freely edit their own project               |
| **Origin tracking**   | The copy's metadata records origin info (owner, project name, copy time) |

<Note>
  Sharing is a one-time copy. Edits to the original don't propagate to copies. Use access-permission sharing on workspace Knowledge Bases when real-time sync is needed.
</Note>

***

## Project Settings

In the project detail screen's **Settings** tab, edit project info.

<Frame caption="Edit project name/description or delete the project from Settings">
  <img src="https://mintcdn.com/cloocus/KaBbk3O9rWexEgxk/images/en/collaboration/projects-settings.png?fit=max&auto=format&n=KaBbk3O9rWexEgxk&q=85&s=b2a1ace8aecd32c6b4fe011694ac7723" alt="Project settings" width="1912" height="907" data-path="images/en/collaboration/projects-settings.png" />
</Frame>

| Item                     | Description                                             |
| ------------------------ | ------------------------------------------------------- |
| **Name**                 | Rename project                                          |
| **Project Files**        | Manage and upload files linked to the project           |
| **Default model**        | Pick the default AI model for project chats             |
| **Project Instructions** | Set a project-specific system prompt for the AI         |
| **Copy to Users**        | Share project copies with selected users                |
| **Delete**               | Permanently delete the project and all linked resources |

***

## Deleting a Project

Deleting a project removes all linked resources together.

<Warning>
  Project deletion permanently removes:

  * The project itself
  * The linked Knowledge Base and vector index
  * All chat history within the project

  Deleted projects can't be recovered. Recipients' copies are unaffected.
</Warning>

***

## FAQ

<Accordion title="Are there file count limits per project?">
  Depends on system settings. Typically, no file count limit, but file size limits follow admin settings.
</Accordion>

<Accordion title="Does sharing a project sync in real time?">
  No — sharing creates an independent copy. Edits to the original don't propagate. Use workspace Knowledge Base access permissions for real-time sharing.
</Accordion>

<Accordion title="Can I convert an existing Knowledge Base into a project?">
  Direct conversion isn't possible. Create a project and re-upload the files.
</Accordion>

<Accordion title="Do project chats appear in the regular chat list?">
  No — project chats only appear in the Chat tab of the project detail screen. They're separated from the main sidebar chat list for clean organization.
</Accordion>

<Accordion title="Can I see origin info on a shared project?">
  Yes — the shared project's metadata records the original owner, project name, and copy time.
</Accordion>

<Accordion title="What file formats does Data Analysis projects support?">
  Only **CSV, XLSX, XLS, TSV, Parquet**. Use a General project for documents like PDF or DOCX.
</Accordion>

<Accordion title="What environment is needed for Data Analysis projects?">
  An admin must connect a **Jupyter server**. The Jupyter server URL must be set under Admin > Settings > Code Execution for project creation. Without Jupyter, choosing the Data Analysis type displays guidance.
</Accordion>

<Accordion title="Can I reuse variables from earlier conversations in Data Analysis?">
  Yes — the Jupyter kernel is preserved per project, so variables and dataframes from earlier conversations remain available later.
</Accordion>