Projects
Note: Projects are not available for all AI Employees and cannot be added by a builder at this time.
Projects are multi-step, goal-oriented workflows that extend beyond single-query interactions. While a standard AI Employee processes individual requests, a Project manages an end-to-end process with multiple stages, configuration, and status tracking.
What Projects Are
A Project is a stateful unit of work associated with an AI Employee. It has:
- A project type that determines its structure and available stages.
- A configuration (proto config) that stores project-specific settings.
- A state that tracks progress through the project lifecycle.
- A status log that records state transitions and events.
Projects are accessed from the AI Employees page under the associated AI Employee.
Project Types
The platform supports the following project types:
| Project Type | Description |
|---|---|
| SDR (Sales Development) | Sales outreach campaigns with prospect research, messaging, and follow-up. |
| Executive Recruiter | Recruitment workflows with candidate sourcing, screening, and outreach. |
| RFP | Request for Proposal response generation with template management and section drafting. |
| Chatbot | Chatbot-based project workflow. |
| Rule Validation | Compliance or rule-checking project workflow. |
| PPT Generator | Presentation generation projects. |
| Generalized Document Writer | General-purpose document creation projects. |
| Workflow-Based Document Generator | Document generation driven by GWE workflows. |
| Proposal Writer | Proposal drafting and generation projects. |
Sub-Project Types
Some project types support sub-projects for more specific use cases:
- Custom Document -- Free-form document creation.
- Advanced RFP -- Complex RFP responses with multi-section management.
- Blog -- Blog post generation.
- Simple RFP -- Streamlined RFP response.
- Meeting Summary -- Meeting notes and action item generation.
- Sales Intelligence Report -- Account research and competitive intelligence.
Project Lifecycle
Projects progress through the following states:
| State | Description |
|---|---|
draft | Project created but not yet started. Configuration is being set up. |
active | Project workflow is running or ready for interaction. |
completed | Project has finished successfully. |
failed | Project workflow encountered an error. |
cancelled | Project was manually cancelled. |
inactive | Project is paused or deactivated. |
Creating and Running Projects
- Navigate to an AI Employee that supports projects.
- Create a new project from the AI Employee's interface.
- Configure project-specific settings through the step-by-step UI.
- Trigger the project workflow. The project transitions from
drafttoactive. - Monitor progress and interact with results as the workflow executes.
The exact entry point for creating projects may vary by AI Employee template and interaction type.
Updating Projects
Projects support configuration updates after creation. The update flow reuses the same step-by-step interface but in update mode, allowing you to modify settings and re-trigger the workflow.
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