Understanding Projects
Learn how Projects work in Chat4.shop and how to organize your websites effectively.
Projects are the foundation of Chat4.shop. Think of them as folders for organizing everything related to one website.
What is a Project?
A Project is a container that holds:
- All your forms for that website
- All your modals/popups
- Your AI chatbot configuration
- Team members and their access
- Analytics and submissions
- API keys and settings
One website = One project
Running an online shop and a blog? Create two projects. Managing a client's site? Create a project for them.
Why Use Projects?
Organization
Keep everything neat and tidy. No more confusion about which form belongs to which website!
Separation
Each project has its own:
- API keys (for security)
- Team access (invite different people)
- Billing (if on paid plans)
- Data (submissions don't mix)
Multi-Site Management
Manage 10 websites? 100 websites? Create a project for each one and switch between them easily.
Creating a Project
Navigate to Projects
In your dashboard, click Projects in the sidebar (or the project dropdown in the top navigation).
Click "Create New Project"
You'll see a simple form.
Fill in Details
Project Name (required)
- Give it a clear, memorable name
- Examples: "My Online Shop", "Client Website - ABC Corp", "Personal Blog"
Website URL (optional)
- Your website's domain (e.g., https://myshop.com)
- This is just for reference, not used for anything technical
Description (optional)
- Notes about the project
- Example: "E-commerce site selling handmade jewelry"
Click "Create"
Done! Your project is ready. You'll be automatically switched to this project.
Managing Projects
Switching Between Projects
See the project dropdown in the top navigation? Click it to switch between your projects.
All your forms, modals, and chatbots are project-specific. When you switch projects, you see different data.
Project Settings
Click the gear icon next to your project name to access:
General Settings
- Update project name
- Change website URL
- Add description
API Keys
- View your project's unique API key
- Used for embedding widgets
- Keep these secure!
Danger Zone
- Delete project (careful!)
- Transfer ownership
Deleting a project will permanently delete all forms, modals, chatbots, and submissions. This cannot be undone!
Team Collaboration
Want to work with others? Projects support team collaboration!
Inviting Team Members
Go to Project Settings
Navigate to Dashboard → Projects → [Your Project] → Settings
Click "Team Members" Tab
You'll see all current members (probably just you right now).
Click "Invite Member"
Enter their email address and choose a role.
Choose a Role
Owner (that's you)
- Full control
- Can delete project
- Manage billing
- Invite/remove members
Admin
- Create/edit/delete forms, modals, chatbots
- View analytics and submissions
- Invite members (but can't remove owners)
Member
- Create/edit forms, modals, chatbots
- View analytics and submissions
- Cannot manage team
Viewer
- View-only access
- See analytics and submissions
- Cannot create or edit anything
Send Invitation
They'll receive an email with an invitation link.
Pro Tip: Give clients "Viewer" access so they can see submissions and analytics without accidentally breaking anything!
Best Practices
Naming Convention
Use a consistent naming system:
- By website: "My Shop", "My Blog", "My Portfolio"
- By client: "Client - ABC Corp", "Client - XYZ Inc"
- By purpose: "E-commerce - Main", "Landing Pages", "Lead Generation"
Organization Tips
Keep it simple
- Don't create too many projects
- One project per website is enough
Use descriptions
- Add notes about the project purpose
- Helpful when you have many projects
Regular cleanup
- Delete old test projects
- Archive projects you're not using
Example Scenarios
Scenario 1: Freelance Web Designer
You build websites for clients:
Projects:
├── Client - Coffee Shop
├── Client - Law Firm
├── Client - Yoga Studio
└── My Portfolio Site
Each client gets their own project. You're the Owner. You can give clients Viewer access.
Scenario 2: E-commerce Business
You run multiple online shops:
Projects:
├── Main Store (www.myshop.com)
├── EU Store (eu.myshop.com)
└── Wholesale Portal (wholesale.myshop.com)
Different projects for different stores, even if they're related.
Scenario 3: Marketing Agency
You manage campaigns for multiple brands:
Projects:
├── Brand A - Landing Pages
├── Brand B - Main Website
├── Brand C - Product Launch
└── Internal - Agency Website
Separate billing and team access for each brand.
Frequently Asked Questions
Can I move forms between projects?
Yes! Use the "Duplicate to Project" feature:
- Open the form/modal/chatbot
- Click the menu (⋮)
- Select "Duplicate to Project"
- Choose the destination project
How many projects can I create?
- Free plan: 1 project
- Pro plan: 10 projects
- Business plan: Unlimited projects
Can I merge projects?
Not automatically. You'll need to manually duplicate forms/modals/chatbots to another project, then delete the old one.
What happens if I delete a project?
Everything is permanently deleted:
- All forms, modals, and chatbots
- All submissions and chat conversations
- All analytics data
- Team member access
There is no undo. Make sure you've exported any data you need before deleting!
Next Steps
Projects are powerful! They keep you organized and make managing multiple websites a breeze. 🎯