Projects

A project is a combination of an LLM, a set of instructions, and connectors to perform tasks, answer questions, and interact with its environment. Projects are the core building blocks of the Obot chat interface.

Key Concepts

What is a Project?

Think of a project as a specialized AI assistant designed for specific tasks or domains. Each project can be customized with:

• Instructions (System Prompt): Defines the agent's personality, goals, and behavior
• Knowledge: Upload documents and data for the agent to reference
• Connectors: Enable specific capabilities and integrations with external systems
• Model Configuration: Choose which LLM providers and models to use
• Access Control: Determine who can use the project
• Memores: Important information that will be given to the LLM across all threads in a project

Memories

As you chat with your project, you can ask it to remember important information. These memories are:

• Persistent: Stored across all threads in the project
• Contextual: Added to the system prompt for all conversations
• Manageable: View, edit, and remove memories through the UI
• Shareable: Available to all users who have access to the project

Configuration

Name and Description

These fields help users identify and understand the project's purpose. Make them clear and descriptive.

Instructions

The Instructions guide your project's behavior. Use this to specify:

• Objectives: What the project is meant to accomplish
• Personality: How the agent should communicate
• Domain Knowledge: Special context about users or use cases
• Constraints: Any limitations or guidelines to follow

Example for an HR Assistant:

You are an HR assistant for Acme Corporation. Employees will chat with you to get answers to HR-related questions. If an employee seems unsatisfied with your answers, direct them to email [email protected].

Built-In Capabilities

Control which core capabilities are enabled:

Capability	Description	Default
Memory	Allow the LLM to remember important information across threads	Enabled
Knowledge	Use provided files to perform RAG queries	Enabled
Time	Provide current date, time, and timezone information	Enabled

Knowledge Configuration

The knowledge capability lets you provide project-specific information through RAG:

• File Upload: Upload documents, PDFs, spreadsheets directly

Project Files

Project files are shared across all threads in a project. They're useful for:

• Templates: Standard documents the agent can reference or modify
• State Management: Persistent data that survives across conversations
• Collaboration: Files that multiple threads can read and update

Model Providers

Configure which LLM providers and models are available:

• Default Model: The primary model for conversations
• Model Options: Allow users to choose from multiple models
• Provider Settings: API keys, endpoints, and configuration

Members and Access Control

Manage who can access your project:

• Invitations: Send invites to specific users
• Thread Privacy: Users can access all threads but cannot modify project configuration

Security Note

All users with project access can access thread history. Be careful not to share sensitive information.

Best Practices

Effective Instructions

1. Be Specific: Clearly define the agent's role and responsibilities
2. Provide Context: Include relevant background information
3. Set Boundaries: Specify what the agent should and shouldn't do
4. Include Examples: Show the desired communication style

Knowledge Management

1. Organize Files: Use clear, descriptive filenames
2. Update Regularly: Keep knowledge current and relevant
3. Describe Purpose: Write helpful knowledge descriptions
4. Test Retrieval: Verify the agent can find relevant information

Tool Selection

1. Start Simple: Begin with essential tools only
2. Add Gradually: Introduce new tools as needs become clear
3. Test Integration: Verify tools work correctly with your use case
4. Document Usage: Help users understand available capabilities