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Creating a Project

Step-by-step guide to creating and configuring a new project in OpenRails

Overview

Projects are the top-level organizational unit in OpenRails. Every bot, agent, data lake, and evaluation belongs to a project. Creating a project is the first step after logging in for the first time.

Prerequisites

Create a New Project

Navigate to the Projects Page

From the dashboard sidebar, click Projects. The project list displays all projects you have access to.

Click "New Project"

Click the New Project button in the upper-right corner of the project list page.

Enter Project Details

Fill in the required fields:

  • Project Name — A descriptive name (e.g., "Customer Support Bot Q2")
  • Description — Brief summary of the project purpose

Configure Project Settings

Set optional configuration values:

  • Default LLM Model — Select the default model for bots in this project
  • Security Level — Choose the appropriate access tier for your project data
  • Data Lake Defaults — Set default chunk size and overlap for document processing

Save the Project

Click Save to create the project. You will be redirected to the project dashboard where you can begin adding bots, agents, and data lakes.

Project Settings Reference

Setting Default Description
Chunk Size 2000 Number of characters per text chunk during document ingestion
Chunk Overlap 200 Number of overlapping characters between consecutive chunks
Security Level Default tier Controls access and de-identification rules applied to project data
Default Model None The LLM model used by default when creating new bots
Tip: Use descriptive project names that include the team or use case. This makes it easier to locate projects as your organization scales.
Important: Only users with the Global Admin or OpenRails Admin role can create new projects. Regular users can be added as members to existing projects by an admin.

Next Steps