Skip to main content- Creating Projects - Step by Step Help GuideThis help guide walks you through every step of creating and managing Projects in 913.ai — from setting up your first Project to collaborating with teammates and AI agents. It explains how to name and describe Projects, add members, upload files, and start chats — all with clear examples tailored for insurance, finance, legal, and HR teams. The guide also clarifies how Projects differ from general inbox conversations and how shared memory keeps your work connected.
- Understanding Projects in 913.aiProjects in 913.ai are dedicated workspaces that bring together your chats, files, and shared memory for a specific client, topic, or goal. They keep everything related — from research and reports to contracts and discussions — in one place so your team and AI agents always work with the right context. By using Projects, business, legal, HR, insurance, and finance teams can collaborate more efficiently, avoid repeating work, and make faster, more informed decisions with clear, connected information.
- Invite Team Members to Active ProjectWhen a project expands or requires specialized internal eyes, you can instantly scale your collaboration by inviting your human colleagues directly into the active Project Workspace.