Concepts
Workspaces
Orgs hold Projects hold sessions. That's the whole hierarchy.
Mental model
An org is your team's account. A Project is a container of scoped memory, Slack/Teams channel mappings, and tasks - one per topic or body of work. A session is one chat thread inside a Project. Members belong to the org and have access to specific Projects.
Key properties
- Every signup creates an org. Solo users have an org of one - every feature works the same.
- A Project lives inside exactly one org. Memberships are explicit: you join a Project; org membership alone doesn't grant access.
- A session belongs to exactly one Project. Real-time fan-out happens at the session level via Ably.
- Org roles:
OWNER,ADMIN,MEMBER. Project roles:OWNER,EDITOR,MEMBER,VIEWER. - Billing is org-scoped. Credit pool, plan, seats - all live on the org, never a single user.
Common patterns
- One Project per client or workstream. A consultant has Projects named for each client; everyone they've invited from that client sees only theirs.
- One Project per recurring meeting. The standup Project accumulates context week over week - last week's blockers, this week's focus.
- One Project for the whole team. Smaller teams skip the per-project split entirely.
What this isn't
A Project is not a Slack channel. There's no presence-of-notification model. Messages aren't push-notified by default; teammates see live updates only when the Project is open in a browser tab. Use email or your existing tools when you need someone's attention now.
A Project is not a project-management board. There's no kanban, no due dates, no assignees. Switchy is the shared room around the work, not the work tracker.
Next
- Memory - how saved facts are scoped to a user, Project, or org.
- Agents - Claude, GPT, Gemini, MCPs.
- Create your first Project.