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A project holds everything for one team or use case: conversations, metrics, workflows and their runs, Agent Tools, project skills, triggers, connectors, response format, action policies and settings. One deployment can host many projects.

Create a project

Select an existing project, or use the three-step wizard:
  1. Name: enter the project name.
  2. Context: add a description and business context. If project files are enabled, add supporting files.
  3. Review: confirm the details and create the project.
Creating a project doesn’t select data or build a semantic layer. Next, create or reuse a semantic layer and pin it.

How projects keep assets apart

Project-aware storage paths, access records, secrets and identity claims keep one project’s assets from being exposed through another project. Sharing a workflow outside its project is explicit and role-based. See Share a workflow.
Last modified on October 1, 2026