A project defines the context for one or more investigation sessions. It specifies the AI's persona (via a system prompt), which tools the AI has access to, and who can view the project and its results.
Creating a Project
From the Projects list, click Create Project. Provide:
- Name — A descriptive name for the investigation context.
- Domain — Optional category for the project (e.g., "Cost Savings", "Quality Metrics"). You can select an existing domain from other projects or type a new one. Domains help organize projects across the team.
- Description — Optional context about the project's purpose.
- System Prompt — Instructions that define the AI's role and focus area.
- Tools — Which capabilities the AI has access to during sessions.
- Visibility — Who can see the project and its results.
- Shared Users — Specific users granted access (when visibility is not Private).
Personas
Personas are pre-configured templates that populate the system prompt and tool selection. Selecting a persona fills in recommended defaults which you can then customize.
System Prompts
The system prompt is the primary way to direct the AI's behavior. It appears at the beginning of every conversation and should describe:
- The AI's role and expertise area.
- The domain or dataset being investigated.
- Any specific instructions about how to approach the analysis.
The full prompt sent to the AI is assembled from multiple parts. The Prompt Preview on the project form shows the complete structure:
- Your system prompt
- Upstream dependency context (key results and dispositions from upstream sessions, if the session has dependencies — see Upstream Context Injection)
- Keyword instructions (how the AI signals tool use)
- Tool-specific prompts (instructions for each enabled tool)
- Key results from upstream dependenceis (if applicable)
- Disposition schema context (if the session defines one)
- The user's starting request
Tools
See Tools Reference for the full list.
Visibility and Sharing
Projects have three visibility levels:
- Private — Only the project owner can see the project, its sessions, and results.
- Key Results Visible — Shared users can see key results from sessions but not the full conversation log.
- Fully Visible — Shared users can see everything, including the full conversation history.
When visibility is set above Private, you can select specific users to share with.