Link AI Threads to Projects

Link an AI thread to a project so it becomes visible there and multiple users can work on it together.

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Key Benefits and Use Cases

• Collaborate with the agent: Linked AI threads become visible in the project and can be used by multiple authorized users. This way, teams can work together on a conversation instead of spreading knowledge and prompts across separate threads.
• Bundle AI work directly in the project: AI threads are available where your project data and documentation live. This keeps your work with the agent in the relevant project context and makes it easier for your team to find.
• Continue existing threads together: An existing AI thread can be linked to a project. Other authorized project members can then read the conversation, join it, and send additional prompts.
• Control access through project permissions: This lets you decide which project members can see and use your shared AI conversations.

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How to Link a Thread to a Project

1. Click Add to Project at the bottom left of the chat input field.

2. Select a project
   A selection window for project assignment opens.
   You'll see a list of available projects. You can either select a project directly from the list or use the search field with the magnifying glass icon to search for a specific project. Projects are displayed with their names, project keys, and associated customers.

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Project Context vs. Linked Thread

It's important to distinguish between project context and project linking:

• Project context tells the agent which project is relevant for the conversation.
• Project linking makes the thread visible within the project.

You can specify a project as context when creating an AI thread. This helps the agent assign the conversation to the right project. However, this doesn't make the thread visible in the project. If you want the thread to be accessible to other project members, you need to explicitly link it to the project.

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Shared AI Threads in Projects

A linked thread can become a shared conversation.

Users with the required permissions can:

• Read the conversation

• Join the conversation

• Send new prompts

This way, multiple people can work with the same agent in the same project context.

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Permissions for Project Threads

Whether someone can see an AI thread in a project is controlled by the Project AI Threads permission in a project-specific permission role: This allows users to see all AI threads in the project.

There are the following permission types:

• Read

• None

There is no separate write permission for AI threads. If someone can access a shared project thread, they can also participate in the conversation.

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Organizing Threads with Projects

In a project, users with read permissions have access to a dedicated AI section.

The threads linked to the project are displayed there.

Actual access to the content depends on the type of thread:

• Custom agent threads can be fully read by authorized project members

• awork agent threads remain private in terms of content; other project members only see metadata such as title, status, and activity

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FAQ

Does project context automatically make a thread visible in the project?

No. Context and linking are two different things.

How does a thread become visible in the project?

The thread must be explicitly linked to the project.

Can multiple people work on a project thread?

Yes, with appropriate access, users can join a shared project thread and send new prompts.

Is there a separate write permission for AI threads?

No. If someone can access a shared project thread, they can automatically participate in the conversation.