A project defines the context for one or more investigation sessions. It specifies the AI's behavior (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.
- Editors — Reviewer-level (or higher) users granted full edit access to the project and all its content, with the same rights as the owner.
- Viewers — Users granted read-only access to the project and all its content.
Project List
The project list shows all projects you own, can edit, or can view. Each project displays its name, description, and the last active date — the most recent time any session in the project was updated. This helps you quickly identify which projects have recent activity.
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.
Sharing
By default, a project is private — only the owner can see it. To share a project, add users as editors or viewers on the project form.
- Editors have the same rights as the owner: they can edit the project, create and manage sessions, run AI conversations, edit key results, and manage who else has access. Only Reviewer-level users (or higher) can be added as editors.
- Viewers have read-only access to the project, including all sessions, conversation logs, and key results. Any authenticated user can be added as a viewer.
Removing all editors and viewers makes the project private again.