Platform User's Guide
Project Management
Projects are designed to mirror real business goals. A customer support project may include multiple agents (one for FAQs, another for warranty claims, a third for escalation), all sharing the same knowledge bases and integrations. A sales enablement project might bring together demo agents, a retail catalog, and integrations into CRM systems. By structuring work into projects, organizations ensure that everything connected to one initiative — agents, assets, branding, and analytics — is aligned and working toward the same purpose.
Each project defines five things:
• |
The Relational Agents it contains. |
• |
The shared assets those agents can access, including Knowledge Bases, Integrations, Interactive Content and Evaluations. |
• |
The branding and visual style of the experience as it appears to end users in PromethistAI clients. |
• |
The analytical scope measuring engagement, usage, and business outcomes at the project level. |
• |
Who can work on it: project members and their roles, in addition to the account’s members. |
This structure makes projects both cohesive (all elements tied to a single business goal) and scalable (assets can be reused across agents without duplication).
Projects are created in Account → Projects by account Owners and Editors (see Creating a Project). Members, roles, settings and SSO are covered in Project Administration.