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By the end of this guide, you will have created and configured a Base in Freshbase, ready to start organizing your project.

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What is a Base?

A Base is the central space for a project in Freshbase. It brings together documents, conversations with the assistant, meeting transcriptions, and settings — everything related to a single project or initiative. Examples of Bases:
  • “Customer Portal Redesign”
  • “Mobile App v2”
  • “Platform Migration”

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Creating during onboarding

The first time you access Freshbase, the system walks you through the onboarding flow. In step 3, you create your first Base:
1

Give it a name

Choose a descriptive name for your project (e.g., “Mobile Product”)
2

Automatic slug

The system generates an identifier based on the name
3

Create base

Click Create base
4

Initial conversation

The assistant asks questions to understand the project context. Answer naturally — this helps the AI work better with you later

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Creating a new Base after onboarding

To create additional Bases:
  1. Go to Settings (gear icon in the sidebar)
  2. Click Bases in the settings sidebar
  3. Click New base
  4. Fill in the name and description (optional but recommended)
  5. Confirm the creation

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Configuring your Base

After creating it, you can customize the Base:

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Basic information

In Settings > Bases, select your Base and edit:
  • Name — can be changed at any time
  • Description — helps the assistant understand the project context

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Members

Add people who should have access:
  • Owner — full control over the Base
  • Editor — can edit documents and chat with the assistant
  • Viewer — read-only access

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Glossary

Add domain-specific terms to improve transcriptions:
  • Go to the Base Settings
  • Add terms with definitions and synonyms

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Tips

One project = one Base. Don’t mix different projects in the same Base.
  • Write a good description. The description helps the assistant give more relevant answers.
  • Start with Chat. After creating the Base, go to Chat and ask the assistant to explore what has been set up.

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Common issues

Make sure you have already created an organization. Bases need to be inside a team or personal workspace.
The slug is set at creation and serves as the URL identifier. To change it, create a new Base.

Next step

How to use Chat for planning