Chat with a project

A project holds the documents for one subject. Ask a question across all of them, or filter to the files that matter for that question.
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What a project gives you
One place for the files and one chat for the questions.
One subject, several files
A policy, an exceptions note, and a CSV of cases can sit together.
Questions across files
Ask one question and ReasonDocs searches every file in the project for the answer.
Document filters
Select documents in the list, apply the filter, and the chat answers from just those.
Findings by document
Each answer can show what every document contributed.
Team sharing
Share a project with teammates so they can chat with the same documents.
Publish one project
Public link and embed settings apply to a single project.
How to set up a project
Start small and add files as you go.
1. Name the subject
Use the name your team already uses, such as Refund policy or March export.
2. Add the current files
Upload the latest versions of the documents that belong together.
3. Ask across the project
Ask a question that any of the files might answer.
4. Filter when needed
Select the documents for a narrower question and apply the filter.
Keeping a project tidy
Small habits that keep answers focused.
One project per subject
Separate projects keep a handbook and a finance export from mixing.
Replace instead of duplicate
Upload a newer version of a document and confirm the replacement.
Remove outdated files
Delete old drafts from the Documents tab so answers use the current ones.

Chat with a project FAQ

Scope, filters, and follow-up questions.

Add as many as belong to the subject. When answers start to mix two topics, split the files into two projects.

It limits the chat to the documents you select, so a question about one file is answered from that file.

Each project is separate. Ask in the project that holds the files you need.

Yes, when they cover the same subject, such as a README and a CSV of deploy history.

Turn on the public link or embed it on your site. See publish a document chat.

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