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Project Overview

A project holds related files and everything you build on top of them: chat threads, transcripts, insights, tags, clips, collections, reports, decks.

This page tours the project shell so you know where each feature lives.

The left sidebar

TabWhat lives here
ChatThe AI agent. Ask questions, get answers grounded in your files. The default landing tab.
FilesEvery file in the project. Open one to read the transcript, see insights, watch clips.
OutputsA gallery of every artifact in the project: bar charts, pie charts, flowcharts, clips, reports, decks, cards.
CollectionA Kanban board for grouping insights.
TagsEvery tag across every file in one view.
ClipsSaved transcript snippets, ready to download.
NotesLive notes from interview sessions, grouped by session, discussion-guide question, or tag. Hidden on the Free plan.
UploadAdd new files to the project.

Collapse the sidebar with the chevron at the bottom; tab icons stay visible.

The top bar

The top bar holds:

  • The project name (click to rename).
  • Share. Open the share dialog for a public link or to invite teammates.
  • Settings. Language, branding, deletion.
  • The search bar and command-palette shortcut.

The asset viewer

Click any file to open the asset viewer on the right. You'll see an audio/video player, a PDF viewer, or a CSV table depending on the file type. Transcript, insights, and clips for that file appear next to the viewer.

You can:

  • Click a transcript line to jump the player to that moment.
  • Highlight text to make a clip or apply a tag.
  • Edit a speaker name; the change applies to that speaker across the file.

The command palette

Press ⌘K (Mac) or Ctrl+K (Windows / Linux) inside any project. The command palette opens. Type to jump to any tab, file, thread, or another project.

Project files vs. workspace files

The Files tab shows files attached to this project. The workspace Files (media library) shows everything across all projects, plus anything you imported via integrations. Attach a media-library file to multiple projects without re-uploading it.

Pick any feature page from the sidebar to dig in.