Adding an Existing Chat to a Project
If you've already been working in a chat and realize it belongs with a project, you can attach it. This brings the chat into the project so it appears in the Timeline and shares the project's context.
Before you start
Attaching a chat is a one-time action, so it's worth understanding how it behaves:
- You can attach a chat that has never been in a project.
- Once a chat is in a project, it can't be moved to another project or removed from the one it's in.
- To “move” work into a different project, start a new chat in that project instead.
A chat only ever belongs to one project — this keeps each project's context clean and predictable.
Attach a chat from the chat itself
- 1Open the chat you want to attach.
- 2Open the chat's three-dot menu and choose Move to Project.
- 3Search for and select the project you want to add it to.
The Move to Project option only appears on chats and workflows that aren't already in a project. Once attached, a project chip appears in the chat header, linking back to the project.
Attach a chat from the project
You can also pull a chat in from the project side:
- 1Open the project.
- 2Select Add Existing Chat in the project header, next to New Workflow and + New Chat. You can do this from any tab.
- 3In the Add an existing chat window, search your chats that aren't yet in a project, then select Add next to the one you want to attach.
The window reminds you that adding a chat to a project is permanent — it can't be moved to another project or detached later. This option is available while the project is active.