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CellCog Projects Guide

Projects are team workspaces where you can organize documents, configure specialized AI agents, and collaborate with team members.

What Are Projects?

Projects provide:

  • Shared Documents: Upload files that AI agents can reference
  • Custom Agent Roles: Configure specialized agents with specific instructions
  • Team Collaboration: Invite members to work together
  • Analytics: Track usage and performance

Accessing Projects

  1. Click Projects in the sidebar
  2. View all projects you have access to
  3. Click a project to open its details

Creating a Project

  1. Go to Projects
  2. Click Create Project
  3. Enter:
    • Project Name: A descriptive name
    • Project Instructions: Optional guidance for AI agents
  4. Click Create

Project Tabs

Each project has several tabs:

Documents Tab

Upload and manage files that AI agents can reference:

  1. Click Documents tab
  2. Click Select Documents or drag files
  3. Add optional context description for each file
  4. Click Upload

Supported file types:

  • Documents: PDF, Word, Excel, PowerPoint, CSV, Markdown
  • Code: JS, Python, Java, C++, HTML, CSS, JSON, YAML
  • Images: JPG, PNG, GIF, WebP, SVG
  • Audio: MP3, WAV, AAC, FLAC
  • Video: MP4, AVI, MOV, WebM

File limits:

  • Documents: 50MB max
  • Images: 20MB max
  • Audio: 50MB max
  • Video: 100MB max

Members Tab

Manage who has access to the project:

  1. Click Members tab
  2. View current members and their roles
  3. Add Member: Enter email and assign role
  4. Remove Member: Click remove button

Roles:

  • Admin: Full access, can manage members and settings
  • Member: Can use the project but cannot manage it

Agents Tab

Create specialized AI agents for the project:

  1. Click Agents tab
  2. Click Create Agent Role
  3. Configure:
    • Title: Agent name (e.g., "Marketing Specialist")
    • Role Description: What this agent does
    • Role Instructions: Specific guidelines for behavior
  4. Click Create

Agents can be selected when starting a new chat.

What agent roles actually do:

Agent roles are more than just saved instructions — they are repeatable role assignments with their own persistent memory. Each agent role gets:

  1. Instructions you don't have to repeat — Define the agent's behavior once, and it applies to every chat with that role
  2. Automatic long-term memory — After ~45 minutes of chat inactivity, the agent stores relevant learnings and artifacts into its own private document store. Next time you chat with the same role, it remembers previous work.

For example, if you have a project for a content series and create an "Episode Producer" agent role, the agent will remember previous episodes, your style preferences, and continuity details across sessions — without you having to re-explain anything.

The agent role selector in the chat editor shows how many memory documents each role has accumulated, giving you visibility into the agent's knowledge.

See Memory System & Context Trees Guide for a full walkthrough of how agent memory works.

Agent Documents Tab

View documents stored by agents in their memory (from their context trees):

  1. Click Agent Documents tab
  2. Browse files organized by agent role
  3. These are the agent's accumulated memories — separate from your project documents
  4. You can review, add to, or delete agent memory files here

Analytics Tab

View project usage statistics:

  • Credit usage over time
  • Chat activity
  • Agent performance

Using Projects in Chats

Starting a Project Chat

  1. Go to New Chat
  2. Click the Project selector in the editor toolbar
  3. Select your project
  4. Optionally select an Agent Role
  5. Enter your prompt and send

Quick Action from Project Page

  1. Open a project
  2. On an agent card, hover and click "New Chat"
  3. A new chat opens with project and agent pre-selected

Project Documents vs Organization Documents

table
TypeScopeAccess
Project DocumentsSpecific to one projectProject members only
Organization DocumentsCompany-wideAll organization members

Use project documents for team-specific materials. Use organization documents for company-wide resources.

Editing Project Settings

  1. Open the project
  2. Click Edit Project (top right)
  3. Modify:
    • Project name
    • Project instructions
  4. Click Save Changes

Only admins can edit project settings.

Deleting Documents

  1. Go to Documents tab
  2. Find the document
  3. Click the delete button
  4. Confirm deletion

Only admins can delete documents.

Agent Role Management

Editing an Agent Role

  1. Go to Agents tab
  2. Click Edit on the agent card
  3. Modify title, description, or instructions
  4. Click Save

Deleting an Agent Role

  1. Go to Agents tab
  2. Click Delete on the agent card
  3. Confirm deletion

Warning: Deleting an agent role deactivates associated agents and cannot be undone.

Best Practices

Organizing Documents

  • Use clear, descriptive filenames
  • Add context descriptions to help agents understand files
  • Keep documents up to date
  • Remove outdated files

Creating Effective Agent Roles

  • Be specific in role instructions
  • Include examples of desired behavior
  • Define what the agent should and shouldn't do
  • Specify output formats if needed

Team Collaboration

  • Assign appropriate roles (Admin vs Member)
  • Keep project instructions updated
  • Communicate about document changes

Frequently Asked Questions

How many documents can I upload?

There's no strict limit on document count, but total storage is limited by your plan.

Can I move documents between projects?

Currently, you need to download and re-upload to move documents between projects.

Who can see my project documents?

Only project members (Admins and Members) can see project documents.

What happens if I leave a project?

You lose access to the project and its documents. Your previous chats remain but won't have document access.

Can agents access all project documents?

Yes. When you start a chat linked to a project, all project documents are automatically available to the agents — you don't need to attach them to each chat. This is different from chat attachments, which only exist for a single conversation.

What's the difference between project documents and agent role memory?

Project documents are shared assets accessible to all agents in the project — like brand guidelines, datasets, or specs. Agent role memory is private to a specific agent role and contains its accumulated learnings from past sessions. Think of project docs as "team knowledge" and agent memory as "personal experience." See Memory System Guide for details.

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