Projects are your AI Workspaces, and your home screen should look similar to this

Here’s a quick intro to the key sections

1. Searching for your Project

2. Change layout

3. Chatting to your Data

4. Creating a new Project

Projects are your AI Workspaces. Each project connects:

• An AI Model (e.g. Claude Sonnet 4.5)

• A Business System (e.g. Sybiz, Sage, BC)

• A Data Source (Connector or Warehouse)

Projects help organize your use cases, for example, you might have separate projects for Finance, Payroll, or Sales.

TIP: Start with one project per business area, then expand once you are comfortable with the workflow.