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A project keeps related chats together and gives Ozni a few notes about how your team likes answers, such as the words you use or how short to keep them. You can invite colleagues, and everyone in the project can open the saved views pinned to it. Your chats stay private. Putting a chat in a project does not let anyone read it, and a colleague never sees your chats, even if you own the project.

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Make a project

  1. Select New project.
  2. Give it a name.
  3. Optionally, write notes for Ozni. Use plain guidance such as “Keep answers short” or “Say invoice, not bill”.
  4. Select Save.
Project names and notes are shared with your team, so leave out client names, health details and contact details. Ozni checks the text before it is saved and tells you if something needs to come out. The notes are guidance only. They never change what anyone is allowed to see or do, what a request costs, or when Ozni asks you to confirm.

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Put a chat in a project

  • To start a new chat in a project, open the project and select New chat in this project.
  • To move a chat you already have, open the menu beside the chat in the list and choose Move to a project. Choose Take out of project to move it back out.
A chat in a project shows the project’s name under its title. Ozni reads the project’s notes at the start of the chat, and again if the owner changes them.

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Invite colleagues

Open the project, go to People and select Invite colleagues. You can invite active members of your team. Select Remove beside a name to take their access away, or a member can select Leave project. When someone leaves or is removed, they no longer see the project, its notes or its pinned views, and their chats move out of the project.

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Pin a saved view

On Pinned views, select Pin one of your saved views. Only saved views with no client details can be pinned. Everyone in the project sees a pinned view checked against their own access, so money figures stay hidden from people who may not see them. See Saved views and sharing.

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Delete a project

The owner can select Delete on the project. Chats stay, filed outside any project, and pinned views stay in their owners’ saved views.