Step 4: Setup Your First AI Project

Step 4: Setup Your First AI Project

Now that you have your Claude API key, let's return to PlusLive AI and create your first project. 


Projects allow you to organize different AI use cases and configure them independently.



4.1 Navigate to My Projects


In the PlusLive AI interface, click on My Projects in the left navigation menu. 


If this is your first time, you'll see a welcome screen with no projects yet.


4.2 Click Create New Project

Click the Create New Project button. This will open a dialog with several fields to configure your new AI project.





4.3 Configure Project Settings


Fill out the following fields in the project creation dialog:

Instructions Field Tips:

In the Instructions field shown above, provide helpful context about your database that will help the AI understand your data structure and business domain. For example:

  • The database schema and main tables

  • Key business entities and relationships

  • Important field names and their meanings

  • Any specific terminology or abbreviations used




4.4 Create the Project


Once you've filled in all the required fields, click the Create Project button. 


Your new project will be created and added to your project list as per the example below.