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Projects are collections of documents that power your assistants’ knowledge. When you upload files to a project and connect that project to an assistant, the assistant can search through your documents to provide accurate, context-aware answers.

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Creating a Project

1

Open the Projects page

Click Projects in the sidebar.
2

Create a new project

Click New Project.
3

Configure the project

Enter a name and optional description, then choose a visibility level.

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Project Visibility

VisibilityAccess
WorkspaceAll workspace members can view and edit
PrivateOnly the project owner and explicitly added members
Use Private visibility for sensitive documents like HR policies or client-specific materials. Use Workspace visibility for shared resources like product documentation.

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Managing Documents

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Uploading Files

1

Open a project

Navigate to the project where you want to add documents.
2

Upload files

Click the upload button and select one or more files from your computer.
3

Wait for processing

Files are automatically processed and indexed after upload. You can track the status of each document.

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Supported File Types

  • PDF (.pdf)
  • Microsoft Word (.docx)
  • Plain text (.txt)
  • Markdown (.md)

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How Document Processing Works

When you upload a document, IllumiChat automatically:
  1. Extracts the text content from the file
  2. Splits it into smaller, searchable chunks
  3. Creates vector embeddings for semantic search
  4. Indexes everything so your assistants can find relevant information quickly
This process is called Retrieval-Augmented Generation (RAG), and it means your assistants answer based on your actual documents rather than general knowledge alone.
Processing large documents may take a few minutes. You can continue using IllumiChat while documents are being processed.

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Project Members

For Private projects, you can manage who has access:
  • Add members — Grant specific workspace members access to the project
  • Remove members — Revoke access for individual users
  • Viewer vs. Editor roles — Viewers can see documents but not modify them. Editors can upload, edit, and delete documents.

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Starring Projects

Star your most-used projects for quick access. Starred projects appear prominently in your sidebar.
Once a project is connected to an assistant, any documents you add or update in the project are automatically available to that assistant after processing completes.