Organizing conversations into projects

Group conversations on the same topic and keep your business context.

1 min read · Updated October 28, 2026

Quick answerIn the BestChat sidebar, click Create Project and fill in 3 steps: Details, Appearance and Behavior. One project per recurring task makes the answers more consistent.

Step by step

1Click Create Project

In the BestChat sidebar.

2Details

Give it a name that says what it does, like “Store captions”, a description and the custom instructions: goal, audience, tone of voice, answer format and rules.

3Appearance

Choose the project icon and color.

4Behavior

Choose the default model and mode for the project's conversations.

5Test

Open a conversation in the project and adjust the instructions until the answer comes out right.

What to include in the instructions

  • The main job.
  • Who will read the content.
  • Tone of voice and words to avoid.
  • The expected structure of the answer.
  • When the AI should ask before answering.

How to know it worked

  • Conversations in the project follow the same rules.

If something doesn't go as expected

  • Say what went wrong and ask for a specific revision.
  • Split long requests into smaller steps.
  • Start a new conversation if the earlier context is getting in the way.

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