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Products hold stable offer context. Projects organize the work that uses it. Together, they help StefanBrain use the right information without mixing clients or campaigns.

Understand the layers

Decide whether new work needs a product, project, or chat.

Set up your first Product

Store reusable business and offer context before starting client work.

Create a Project

Create a focused workspace, add one useful instruction, and start its first Chat.

Manage multiple clients

Separate client context while reusing only intentionally shared methods.
  • Keep each client’s products separate.
  • Use projects for campaigns or durable workstreams.
  • Keep related chats and files in the same project.
  • Share the project only with teammates who need that client context.
  • Review old projects before reusing them for a new campaign.