Projects and chats

#What a project is

A project is one WordPress site, Laravel app, Node.js app or Odoo database, with everything Rekhu knows about it. Make one under Projects → New project, choose what it is, and give it a name.

A project page has these tabs:

An app project also has an Assistant tab for Rekhu Assistant. A client of yours sees the project without the Connection tab.

#Chats

A project has many chats. Use one per piece of work: a new landing page, a monthly check, a bug.

• New on the left starts a chat.
• A new chat is Only me until you switch it to Team. A client's chat can be shared with their own people.
• Double-click the title to rename it. The menu next to it has Rename, Clear the history and Remove the chat.

The project is the team's: its site, knowledge, skills, files and schedules stay when a chat is removed.

#Ask for work

1. Open the Chat tab of the project.
2. Say what you want in plain words, as you would to a colleague. Add the facts you know.
3. Attach what it needs. Use the + in the message box to Upload files or Add from a link (a page of a site, an image, a document, or a public share link). You can also drop files on the chat.
4. Read the answer. It says what changed, and gives a preview link for every draft.

Make a copy of the Services page for a new service, Teeth whitening, as a draft.

New chats show quick actions under the message box, such as Scan this site, Site health and Convert a template on a WordPress site, or Look at this app, Check the errors and Run the tests on a Laravel app.

#Choices and questions

When a job can be done in more than one way, Rekhu asks once and shows the choices as buttons. Click one, or answer in a word.

When Rekhu needs facts it cannot find on the site, such as opening hours or a phone number, the questions show as a small form, filled in with its best guess from the site. Correct what is wrong and press Send answers.

#Stop

While Rekhu works, the send button becomes a stop button. It ends the run after the current step, so no more credit goes. What was done so far stays, and your message comes back to be corrected.

#Long jobs

A big job runs in the background. You can close the page. When it takes three minutes or more, you get a notice and an e-mail as soon as it is done. The Jobs list on the left shows the jobs going on in the project.

#Report a problem

Every answer has Report a problem. Pick what went wrong and say what you expected. The team reads every report.

#Files and the library

The right side of the Chat tab has three panels.

• Drafts lists the pages and articles waiting on a WordPress site, each with a preview link. See Drafts and publishing.
• Files are kept with this project: a template to convert, a note with the client's wishes, an image or a font. Files up to 40 MB each. Use Use in chat to point Rekhu to one.
• Library holds the account's general files, for every project. A template there can be installed on this site from its menu.

Notes and office documents are read as text. Pictures are looked at.

#The model

Under the message box, Model shows which model the project's chats run on, with its price before you switch. See Models.

#Who may do what

The people on your team get View, Edit or Manage access per project:

• View reads the conversation.
• Edit also talks to Rekhu and keeps the files and the knowledge.
• Manage also changes the site connection and deletes the project.

See Team and, for your clients, Clients.

#Next

• Knowledge and skills: teach Rekhu the site and your way of working.
• Changes to live pages: how a change to a published page is made safe.