Creating a New Project

Step 1: Access Project Creation

• Navigate to the “Projects” section from the left sidebar menu
• Click the “New Project” button to open the project creation wizard

Step 2: Configure Basic Information

• Title: Enter a descriptive display name for your project
• Name (Folder Name): This auto-generates from the title using lowercase letters, numbers, and underscores (e.g., “Data Analytics” becomes “data_analytics”)
• Description: Provide a brief explanation of the project’s purpose
• Configure Memory Settings : Choose how memory should be handled

Fig: 3.1 Projects

Step 3: Set Project Instructions

• System Instructions (Optional): Add custom instructions that will be included in the agent’s system prompt when this project is active
• These instructions guide how the agent should behave specifically for this project

Fig 3.2

Step 4: Set Agent Access Control

• Restriction Mode: Choose who can work on this project
  • Unrestricted: All agents can access this project
  • Allowlist: Only selected agents from your list can work here
  • Blocklist: All agents except selected ones can access the project
• Allowed/Blocked Agents: If using allowlist/blocklist, search and select specific agent profiles
• Allow Ephemeral Roles: Toggle to let the LLM create custom agent roles on-the-fly for this project

Fig: 3.3

Step 5: Configure Environment Variables

• Environment Variables: Add project-specific non-sensitive variables in KEY=value format (visible to agents)
• Secrets: Add sensitive credentials in KEY=value format
• These supplement global API keys with project-specific configurations

Step 6: Set File Structure Settings

• Inject File Structure: Toggle to include the project file tree in agent prompts (helps agents understand available files)
• Max Depth: Set how many directory levels deep to include (default: 5)
• Max Files: Limit the number of files to include (default: 20)
• Max Folders: Limit the number of folders to include (default: 20)
• Max Lines: Limit content preview lines per file (default: 250)
• Gitignore Rules: Specify patterns to exclude (like .git/, node_modules/, cache files, etc.)

Fig: 3.4

Step 7: Review and Create

• Click “Next” to navigate through all configuration screens
• Review your settings on the final screen
• Click “Create Project” or “Save Changes” to finalize

Step 8: Activate and Use

• Your new project appears in the project selector dropdown
• Select it to switch your workspace to this project
• All chats, files, and memories from this point forward will be project-specific
• Switch between projects anytime using the project selector