Project settings
Rename a project, set default generation models, enable CRM, and delete a project.
Open a project and choose Settings. Select Back to Chat to return.
Project information
Edit the Project name and Description, then select Save project details. The description is a good place for instructions you want your agents to follow in this project.
Default generation models
Default Generation Models sets the model used for each media type when a generation request doesn't specify one: Image, Video, Audio, and Music. Leave a type on its default to clear your override, then select Save model preferences.
These defaults also apply to API calls to the generation endpoints that omit a model. Models picked in the chat composer take priority for that run. See Choose a model.
Agentic CRM
Turn on Enable CRM Tools for Agents to let agents manage contacts, pipeline, and campaigns in this project. Then choose an Industry Compliance Profile:
- Generic
- Medical / Pharma adds regulated compliance mode: PHI quarantine, HCP eligibility verification, transfer-of-value tracking, and approval for regulated transitions.
Select Save CRM settings. Once enabled, Open CRM and Manage Roles shortcuts appear. See CRM.
Shareable link
Copy a direct link to the project to share it.
Project activity
Shows the number of messages, the number of artifacts, and when the project was last active.
Delete a project
Select Delete project and confirm. This permanently deletes the project and all its artifacts, and can't be undone.