Projects is live
Projects gives you a single, persistent workspace for every piece of real-world work you do in SoterAI. Your chats, workflows, files, and instructions all live together — and SoterAI remembers everything inside it, across every session.
What it does
Persistent memory across sessions
Every chat and workflow you run inside a Project builds on what came before. Pick up exactly where you left off — no re-uploading context, no re-explaining the situation.
Everything in one place
Chats, workflow runs, files, links, and shared instructions are organized in a single timeline. Your work is structured, searchable, and always accessible.
Built for teams
Invite members from your workspace to collaborate inside a Project. Everyone works from the same context.
Who it's for
Stop running multiple workspaces for each client.
Each client should now live inside its own Project — your chats, workflows, files, and instructions all in one place, with full context that persists across every session. Set up Projects instead.
One project per client. No more juggling workspaces.
Site Visits
Run every inspection, audit, and workflow during a client engagement inside a single Project. When it's time to write the report, the agent already has everything.
Claims Management
Track and manage a claim across its full lifecycle. Every new detail that comes in, the agent learns — so by the time you're closing the claim, it has the full picture from day one.
Stewardship Reports
Do all your client work inside a Project throughout the year. When stewardship report time comes, the agent has worked alongside you the entire time — the report practically writes itself.
How to find it
Projects is the first item in the left-hand navigation, above Workflows. It is available on every plan. Your workspace administrator may need to switch the feature on.
How to get started
- 1Create a Project. Select New Project on the Projects home page. Give it a name (for example, a client name, claim reference, or program name) and an optional description.
- 2Add your context. Upload files and links in the Sources tab. Set standing instructions in the Instructions tab so the agent knows what to apply to every chat and workflow.
- 3Start working. Select New Chat or New Workflow inside the Project. SoterAI draws on everything in the Project automatically.
Already started work in a chat? Open the chat, select the three-dot menu, and choose Move to project. It will appear in the Project timeline and share the Project's context going forward. You can also pull a chat in from the Project side — open the Project, go to the Timeline tab, and select Add Existing Chat.
Further documentation
Have questions about Projects? Contact your account manager or reach out to our support team for help getting set up.
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