The Home page
Home is your landing page after login. At the top is a chat prompt box — submitting it starts a new conversation — with a carousel of prompt templates below it. Under the prompt box, three tabs organize your work:- Recent — a carousel of your projects (most recently updated first), followed by a list of your recent work items. Filter the list by type (All, Reports, Galleries, Chats, Artifacts) and sort by Most Recent, Oldest, or Alphabetical. A sidebar on the right shows your most recent stories, if you have any.
- Playbooks — the playbook catalog, if Playbooks are included in your plan.
- Projects — a grid of every project you can access, most recent first.
What a project holds
A project groups related work under one name: chats, reports, galleries, and artifacts. Each project page shows:- Cover image — editors can upload an image, paste an image link, generate one with AI, or remove it.
- Name and description — click to edit inline. New projects are auto-named “Untitled #1”, “Untitled #2”, and so on until you rename them.
- Sharing line — who created the project and whether it’s private or shared, with avatars of the people who have access.
- Contents — everything in the project, with the same type filter and sort options as the Home page.
Create a project
Click New in the top bar and choose New Project. Merciv creates the project and takes you straight into it. You can also create a project on the fly while moving an item (see below).Add items to a project
There are two ways to get work into a project:- Create inside the project. While viewing a project, use the New button or the empty-state buttons to create a chat, report, or gallery — it’s created in that project.
- Move an existing item. From anywhere, open the ”…” menu on a chat, report, gallery, or artifact and choose Move to Project. Pick an existing project or create a new one. Moving an item requires edit or owner access to that item.
Share a project
Click Share on the project page to open the sharing dialog. Search your organization’s members by name and grant each person one of two levels:- Viewer — view-only access. Viewers can open everything in the project but can’t rename it, edit its description or cover, add items, or share it.
- Editor — edit access. Editors can rename the project, edit the description and cover, create items inside it, and share it with others.
When someone shares a project with you, you get an in-app notification in your Inbox. If you open a project link you don’t have access to, you’ll see “No access” and be returned to Home — ask the owner to share it with you.