Projects

Projects keep every client’s AI work organized, branded, and in context, all in one place.

Structure That Scales With Your Client List

As your practice grows, so does the pile of assessments and conversations. Projects let you group them however your work is actually organized: by client, company, department, initiative, or any structure that makes sense to you.

What Projects Include

  • Assessments and OC conversations grouped in one place
  • Project-level branding for shared assessments and conversations
  • A project brief that OC can reference as it works
  • Flexible organization by client, department, initiative, or anything else

Organized on Your Terms

You can:

  • Create a project for any client, team, or initiative
  • Add assessments and conversations to a project at any time from their edit screens
  • Reorganize work as engagements evolve
  • Keep every client’s AI work separate and easy to find

Nothing has to be planned perfectly upfront. Start the work, then file it where it belongs.

Branded for Every Client

Projects support branding that works like your account-wide whitelabeling, but at the project level. When you share an assessment or conversation from a project, it carries that project’s branding instead of One-Click AI’s.

Serve multiple clients or run multiple brands, and each one gets a polished, on-brand experience.

Context OC Remembers

Every project includes a brief. Project briefs are incorporated into your Global Memory, so OC can draw on that context when you run conversations or assessments.

Less re-explaining. More relevant guidance from the first question.

Why This Matters for Consultants

Organization is part of the service.

Projects help you:

  • Keep client work cleanly separated
  • Deliver branded experiences without extra setup
  • Give OC the context it needs to advise well
  • Show clients a structured, professional process

The Outcome

Every client, every engagement, organized and on-brand, with OC already up to speed.

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