Organising Conversations with Folders (Projects)

For deeper organization, the RoxWhy Chat interface offers Folders to group related conversations. Folders act like project containers, allowing you to collect related chats together and even apply special settings to them. This guide explains how to use folders effectively to organise your work.

Creating Folders

To create a new folder for organising your conversations:

1. In the sidebar, look for an "Add Folder" button or a folder icon with a plus sign 2. Click this to create a new folder 3. You'll be prompted to name it (e.g., "💼 Work Project" or "📚 Research") 4. The new folder will appear in the sidebar as a parent item

Adding Chats to Folders

There are two main ways to add conversations to a folder:

Method 1: Drag and Drop

1. Find the conversation you want to move in your chat list 2. Click and hold on that chat item 3. Drag it onto the folder name in the sidebar 4. Release to drop the chat into the folder 5. The chat will now be listed under that folder (likely indented under the folder name)

Method 2: Menu Option

1. Click the menu icon (three dots) next to the chat you want to move 2. Look for "Move to folder..." in the menu 3. Select the target folder from the options that appear 4. The chat will be moved to the selected folder

Creating New Chats in Folders

You can start new conversations directly inside a folder:

1. Click on the folder in the sidebar to "enter" that folder's context (the UI might highlight the folder) 2. Click the New Chat button while the folder is selected 3. The new chat will be created inside that folder 4. This is great for keeping all chats of a project together from the start

Working with Folder Hierarchy

Folders can often have sub-folders for more detailed organization:

1. Create a parent folder (e.g., "Research") 2. Create additional folders (e.g., "Topic A" and "Topic B") 3. Drag the sub-topic folders into the main "Research" folder 4. This creates a nested hierarchy for better organization

Alternatively, some interfaces allow specifying a parent when creating a new folder.

Managing Folders

Renaming Folders

1. Double-click the folder name or use the folder's options menu (…) 2. Select Rename from the menu 3. Enter the new name 4. Confirm to save changes

Deleting Folders

1. Click the options menu next to the folder 2. Select Delete from the menu 3. Confirm the deletion when prompted

Important: Deleting a folder will usually also remove (or move to archive) all chats inside it, so the app will ask you to confirm. If you just want to reorganize, you can drag all chats out and then delete the empty folder.

Folder Actions and Options

Each folder typically has an options menu (often accessible via a three-dot icon when you hover over the folder). Common actions include:

• Rename: Change the folder name
• Delete: Remove the folder and its contents (with confirmation)
• Export: Export all chats in the folder as a single file (for backup or sharing)
• Edit Settings: Configure folder-specific settings (see below)

Project-Specific Settings

Folders in RoxWhy Chat UI can function as project workspaces with special settings:

System Prompt for Folder

A System Prompt is a special instruction that prepends all chats in that folder:

1. Click the options menu next to a folder 2. Select Edit or Settings 3. Look for the System Prompt field 4. Enter instructions (e.g., "You are a helpful customer support assistant") 5. Save the settings

Now every new chat in that folder will automatically include that context, giving all conversations in the project a consistent AI behavior.

Attached Knowledge Base

You can attach documents to a folder as its knowledge base:

1. In the folder settings dialog, look for an option to add files or link a library 2. Upload or select documents (e.g., a PDF of product documentation) 3. Save the settings

When this is configured, any conversation in the folder will automatically have access to those documents. This is extremely powerful for research or work projects – you set it up once, and every chat in the folder will "know" that background information.

Using Folder Context

To work within a folder's context:

1. Click on a folder in the sidebar to activate it 2. The interface might indicate that new chats will be created under that folder 3. You may see the folder name highlighted or shown at the top of the chat window 4. Remember to click out (or deactivate) the folder if you intend to create a chat not tied to that project

Example Use Case

Suppose you're working on a "Python Project" folder: 1. Create a folder named "Python Project" 2. Edit the folder and set a system prompt: "You are an expert Python coding assistant, follow PEP8 standards" 3. Attach a file "ProjectSpec.pdf" as a knowledge base 4. Now, every new chat in Python Project will automatically: - Behave as a Python expert - Have the content of _ProjectSpec.pdf_ available 5. You could have one chat thread for debugging code, another for planning features, all under the folder 6. When you're done working, you could export the whole folder's chats or simply keep them grouped for later reference

Best Practices

• Create purpose-specific folders: Make folders for distinct projects or topics
• Use descriptive names: Clear folder names help with organization
• Leverage system prompts: Set appropriate system prompts to give consistent context
• Attach relevant knowledge: Add documents that provide background information for all chats in a folder
• Use hierarchy thoughtfully: Create sub-folders only when needed for clarity
• Export important projects: Regularly export critical project folders for backup