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Projects

Projects in Kowalah provide a dedicated workspace for organizing your buyign processes over an extended period of time.

They help you structure conversations, store relevant documents, and collaborate with your buying team all in one place.

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Why Use Projects?

Projects offer several advantages over standalone chats:

• Organize related conversations around a specific AI initiative
• Store and manage knowledge specific to your buying process
• Track progress through the six procurement stages
• Collaborate with team members (on Team plans)
• Maintain context between different conversations about the same initiative

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Creating a New Project

1. From your dashboard, click the Projects button in the sidebar
2. Click Create Project in the upper right corner
3. Enter a project name (e.g., “Customer Service AI Evaluation”)
4. Add a project description to provide context about your goals
5. Click Create Project

Note: The number of concurrent projects you can have depends on your subscription plan. Free accounts include 1 project, Individual plans include 3 projects, and Team plans include blocks of 5 projects.

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Project Dashboard

Once you create a project, you’ll see the project dashboard with several key elements:

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Project Header

• Project name and description
• Star icon to add/remove from favorites
• Edit/Share/Archive options (three-dot menu)

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Main Content Area

• How can Kowalah help you today? - Common actions and suggested tasks
• Suggested questions - Context-aware prompts based on your procurement stage
• Recent chats - Previous conversations within this project

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Knowledge Panel (Right sidebar)

• Project instructions
• Uploaded documents
• Project memories (stored context from previous conversations)

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Using Chats Within Projects

Chats within a project work similarly to standalone chats but with the important advantage that they can store and retrieve information related to the project.

For example - if in a previous chat you have described the business problem you are facing and who the responsible exectives are for that problem - Kowalah can store this and access it in future conversations.

This is helpful for new members of the buying group such as legal or infosecurity who are trying to udnerstand why certain decisions have been made.

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Starting a Project Chat

From your project dashboard, you can start a new chat in two ways:

• Type your question in the input field at the bottom
• Click on one of the suggested questions

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Common Actions

As you progress through a buying process you can generate documents that help you and others in your team to get up to speed fast:

1. From the project dashboard, find the “Common actions” section
2. Select a document type to generate, such as:
   • Create a briefing document
   • Summarize the story so far
   • Generate a project FAQ
   • Build a project stakeholder list
3. Review, edit, and save the generated document to your project
4. Click regenerate to refresh the content of the document

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Project Context

Unlike standalone chats, project chats have access to:

• Project description and instructions
• Uploaded documents in the Project Knowledge section
• Previous conversations within the same project
• Project memories (key information saved from previous conversations)

This context allows Kowalah to provide more relevant and specific guidance for your AI procurement initiative.

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Managing Project Knowledge

The Project Knowledge section is essential for providing context to your conversations. Access it via the right sidebar of your project dashboard.

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Project Instructions

You can add custom instructions that will guide Kowalah’s responses for all chats in this project:

1. Click on the pencil icon next to the instructions area
2. Enter specific guidance about your AI procurement goals, requirements, or context
3. Click Save

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Uploading Documents

Add relevant documents to provide important context:

1. Click + Add Content in the Project Knowledge panel
2. Select files to upload (supported formats include PDF, Word, Excel, PowerPoint, and text)
3. Wait for the upload to complete

Uploaded documents are automatically processed and made available as context for your conversations.

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Managing Project Memories

Kowalah automatically stores important insights and context from your conversations as “memories”:

1. To view memories, click Manage Memories in the Project Knowledge panel
2. You can review all stored memories
3. To delete a specific memory, hover over it and click the delete icon
4. To clear all memories, use the Clear Kowalah’s memory button

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Collaborating in Team Projects

If you’re on a Team plan, you can invite colleagues to collaborate on your projects.

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Project Roles and Permissions

There are three levels of access for team members:

• Project Owner: Full control, can edit project details, manage members, and access all content
• Project Admin: Can edit project details, manage members, and access all content
• Project Member: Can view project details, participate in conversations, and upload documents

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Viewing Team Activity

The project dashboard shows recent activity from all team members, including:

• New conversations
• Document uploads
• Project modifications

For detailed instructions on inviting and managing team members, see Team Collaboration.

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Starring Projects

To quickly access important projects:

1. Click the star icon next to the project name
2. Starred projects appear in the “Starred Projects” section of your sidebar

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Archiving Projects

When a project is complete or no longer needed:

1. Click the three-dot menu in the project header
2. Select Archive
3. Confirm the action

Archived projects don’t count toward your concurrent project limit and are no longer accessible by any member of the buying group.

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Organizing Multiple Projects

As you work on different AI procurement initiatives, you can use several strategies to keep your projects organized:

• Naming conventions: Use clear, descriptive names (e.g., “HR Chatbot Implementation - 2025”)
• Starring: Mark high-priority projects with the star icon for quick access
• Recent activity: Projects are sorted by recent activity in the Projects list

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Projects vs. Standalone Chats

While standalone chats (started from the dashboard) are useful for quick questions, Projects offer significant advantages for serious AI procurement initiatives:

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Next Steps

Now that you understand how to use Projects in Kowalah, you might want to explore:

• Understanding the six procurement stages
• Inviting team members to collaborate
• Review Kowalah templates