Projects overview
A project is the container in Informly that groups related widgets, documents, and team members for a single product, brand, or website.
A project is how Informly keeps work organized. Each project holds the documents the AI can answer from, the widgets your visitors interact with, and the team members who manage them. Most teams run one project per product, brand, or website so that AI answers don't leak across unrelated content.
You'll usually create a project first, then add documents and widgets inside it. A widget can only answer from documents assigned to its project, which makes projects the main scope boundary in Informly.
What a project contains
| Field | What it stores |
|---|---|
| Name and description | A label and short purpose statement shown across the app |
| Status | draft, active, or inactive — controls whether widgets in the project respond to traffic |
| Documents | Files, URLs, and pasted text the AI is allowed to use for this project |
| Widgets | One or more chat widgets that share the project's documents and members |
| Members | Teammates with project-level access on top of their org role |
The projects page
Go to Projects in the sidebar to see every project in your organization. The page shows four counters at the top:
- Total — every project in the org, including archived ones
- Active — projects whose widgets are live
- Inactive — projects you've turned off but not archived
- Draft — projects you're still setting up
Each project card also shows a usage badge indicating how many widgets and documents it's using compared to your plan's per-project limits. If a card is near its cap, the badge turns amber.
Project counts and per-project limits are tied to your subscription. See Billing → Usage and limits for the exact numbers on your plan.
Creating a project
Open the projects page
From the sidebar, go to Projects → New project.
Name it
Use a name that's recognizable in dropdowns — "Acme Marketing Site" reads better than "Project 1". Add a one-line description so other members know what the project is for.
Set the initial status
New projects default to draft. Leave it as a draft while you're still adding documents and configuring widgets, then flip it to active when you're ready for traffic.
Create
Click Create. You'll land on the project detail page with empty Documents, Widgets, and Team tabs ready to fill in.
When to create more than one project
Use a separate project when content shouldn't mix. Common patterns:
- One project per product when each product has its own docs and support team
- One project per brand when an organization runs multiple consumer-facing brands
- One project per environment (staging, production) if you want to test widgets without touching real customer traffic
If two surfaces share the same content, keep them in one project and use two widgets instead.
What's next
Managing a project
Add documents, invite members, duplicate, archive, or transfer a project.
Chat widgets
Create widgets that live inside a project and answer from its documents.
Documents
Upload and organize the content the AI is allowed to answer from.
Usage and limits
See how many projects, widgets, and documents your plan includes.
Skills
Skills are reusable actions the Informly AI can take during a conversation, from creating support tickets to scheduling meetings and pushing data to a CRM.
Managing a project
Assign documents, invite members, duplicate, archive, and transfer projects in Informly to keep work organized as your team grows.