Projects

Projects help organize work inside AI Cockpit Lens. They represent organization project contexts, often managed by the Core Service, and can group workflows, knowledge bases, and related resources under a shared initiative, product, client, squad, or context.

When to use

• Use projects to separate resources by business context.
• Use them before creating knowledge bases that should be linked to a specific initiative.
• Use them before creating workflows that should operate with project-specific knowledge bases.
• Use them to make search and organization easier as the environment grows.

Before you start

• Confirm the active organization.
• Choose a project name that other users can recognize.
• Add a short description when the project scope is not obvious from the name.

Step by step: browse projects

1. Click Projects in the main navigation.
2. Use search to find a project by name.
3. Click Refresh when you need to reload the list.
4. Review each card for the project name, description, identifier, and creation date.

Step by step: create a project

1. Click New Project.
2. Enter the project name.
3. Add a description when needed.
4. Click Create Project.

Step by step: edit a project

1. Find the project in the list.
2. Click the edit action.
3. Change the name or description.
4. Click Save Changes.

Step by step: delete a project

1. Find the project in the list.
2. Click the delete action.
3. Read the confirmation message.
4. Confirm only if the project is no longer needed.

caution

Deleting a project can remove an organizational reference used by other resources. Review related knowledge bases or workflows before confirming.

Expected result

You should have a project structure that makes it clear where each Lens resource belongs.

Tips and common issues

• If a project is missing, confirm the active organization.
• If the list is empty, create the first project from the page.
• If you cannot edit or delete a project, your role may not include project management permission.