RolitRolit Docs
Workspace

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.

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.

On this page