What Are Projects?
Nexus already lets you have AI-powered conversations through its chat interface. Projects take that one step further: it lets you create a dedicated, persistent workspace for a specific topic, workflow, or team use case, so you do not have to re-explain your context every time you start a new chat.
Think of a project as a reusable AI assistant you configure once and use forever. Every chat you open inside a project automatically inherits the same instructions and files you set up, giving the AI the full context it needs to be useful from the very first message.
What's Inside a Project
Component |
What it does |
Name & Description |
Identifies the project and its purpose. |
Instructions |
A free-text field where you tell Nexus how to behave inside this project. Define its role, tone, focus areas, output format preferences; anything that makes its responses more relevant to your workflow. |
Chats |
Individual conversations started inside the project. Each one inherits the instructions and files, but keeps its own history. |
Sharing Settings |
Controls who in your organization can see and interact with the project. Fully configurable by the project owner. |
Availability & Access
Projects are available to users on the Advanced package only. To access them, navigate to the Nexus tab in Terret. Alongside the existing Chat tab, you will now see a Projects tab.
|
Full-page mode only Projects are available exclusively in the Nexus full-page view. They are not accessible from the collapsed/sidebar chat panel. To open the full page, navigate directly to the Nexus section from the main navigation. |
Getting Started: Creating Your First Project
Step 1 — Navigate to Projects
Open Terret and click the Nexus tab in the main navigation.
Select the Projects tab (next to Chat).
You will see two sub-tabs: Your Projects and Shared with You.
Click Create New Project to get started.
-
Give your project a clear name and an optional description. These help you and your team identify the project's purpose at a glance.
Step 2 — Set Visibility
Choose the initial sharing state for your project. You can change this at any time after creation.
Option |
Who can see & use this project |
🔒 Private |
Only you. This is the default for all new projects. |
🌐 Shared |
Visible to all members of your organization in Nexus. Exact permissions depend on the sharing sub-option you choose. |
Step 3 — Write Your Instructions
After creating the project, the right panel of your project workspace will display an Instructions field. This is the core of your project, write whatever context, guidance, or constraints you want Nexus to apply to every conversation inside this project.
|
Tip: Good instructions = better answers The more specific your instructions, the more useful every chat inside the project will be. Think of it as a standing brief you give to a new analyst before they start working with you. |
Step 4 — Start Chatting
With instructions and files in place, open a chat from the left panel of your project space. Every question you ask will be answered within the context you've defined.
Chats created inside a project will also appear in your main Nexus chat list. To make it easy to identify them, each chat shows the project name followed by the chat title, so you always know which workspace it belongs to.
Managing Your Projects
Editing Instructions & Files
You can update a project's instructions. Changes take effect immediately, the next chat you open will reflect the updated context. Existing chat histories are not retroactively changed.
Deleting a Project
Only the project owner can delete a project. When a project is deleted:
The project is removed from the shared list for all members immediately.
Chats that members created inside the project are retained in their personal chat history.
A clear in-app message will explain the status to any member who opens an affected chat.
Sharing Projects
Projects are private by default. When you're ready to share, the project owner can configure exactly how much access other members get. Sharing is org-wide, there is no per-user invitation. All members of your Terret organization will gain access at the level you define.
Shared projects appear under the Shared with You tab in the Projects section for all members who have access. Chats created from shared projects are also visible in the main chat list, with a link back to the source project.
The Four Sharing Modes
|
🔒 Private |
Visible only to you. Default state for all new projects. No other member can see or access the project or its contents. |
|
👁 Read-Only |
All members can view and chat. Nobody else can edit. Any member can view the project's instructions, and can start their own private chats inside the project. Editing instructions or files is restricted to the owner. |
|
✏️ Editable by Everyone |
All members can view, chat, and edit. Best for fully collaborative projects where the whole team contributes to improving instructions. Any member can modify the project setup. |
|
🛡️ Editable by SalesOps Only |
All members can chat. Only SalesOps (and the owner) can edit. Ideal when SalesOps manages a standardized project that the broader team uses but should not modify. |
Permissions Summary
Action |
Private |
Read-Only |
Editable by All |
SalesOps Edit |
View project |
✗ |
✓ |
✓ |
✓ |
Start a chat inside the project |
✗ |
✓ |
✓ |
✓ |
Edit instructions |
✗ |
✗ |
✓ |
SalesOps |
Modify attached files |
✗ |
✗ |
✓ |
SalesOps |
Change sharing settings |
✗ |
✗ |
✗ |
✗ |
Delete the project |
✗ |
✗ |
✗ |
✗ |
Chat Privacy in Shared Projects
An important distinction: sharing a project grants access to the project context but never to another member's conversations.
When you start a chat inside a shared project, only you can see it. The project owner and other members cannot view your chat history. Sharing gives people access to the same AI context, not access to each other's conversations.
Frequently Asked Questions
What's the difference between a regular Nexus chat and a chat inside a project?
A regular chat starts fresh with no predefined context, you provide background information yourself within each conversation. A project chat automatically inherits the instructions and files you configured for that project, so the AI already knows the context before you type your first message.
How is this different from just adding context at the start of each chat?
The key difference is persistence and consistency. With projects, you define the context once and it applies to every chat automatically, you never have to repeat yourself. Multiple teammates can open their own chats in the same project and get consistently-briefed AI responses without each needing to remember what to include.
Is there a limit on how many projects I can create?
No. You can create as many projects as you need, and each project can contain as many chats as you like.
Can I use Projects from the collapsed Nexus chat panel in the sidebar?
No. Projects are only available in the Nexus full-page view. To access them, navigate to the Nexus section from the main navigation.
If I update the instructions in a project, do my previous chats change?
No. Existing chat histories are not retroactively affected. The updated instructions will apply to new chats you start after saving the change.
Who can share a project?
Only the project owner can change sharing settings or delete the project. Sharing and delete controls are not visible to other members.
When I share a project, who gets access?
Sharing is org-wide. All users in your Terret organization who have access to Nexus will see the project under their Shared with You tab. There is no per-user invitation in this version.
Can members see each other's chats inside a shared project?
No. Every member's chats are strictly private to them. Sharing a project gives people access to the same AI context, not access to each other's conversations. The project owner also cannot see members' chats.
Is there a limit on how many projects can be shared at the same time?
No. There is no limit on the number of shared projects across your organization.
How do I find projects that have been shared with me?
Go to the Nexus tab, open the Projects tab, and select the Shared with You sub-tab. All projects shared with your organization will appear there. Chats you create from shared projects also appear in your main Nexus chat list with a visible link back to the project.
Comments
0 comments
Please sign in to leave a comment.