Projects
A project is the top-level container in the AI Rule Engine. It owns your rule sets, conditions, action sets, variables, and the people who can work on them.
What a project contains
Everything you author lives inside a project. A project groups together the reusable building blocks of your automation:
- Rule sets — the runnable units that evaluate rules and fire actions. See Rule Sets.
- Conditions — reusable boolean logic referenced by rules. See Conditions.
- Action sets — reusable sequences of actions. See Actions Overview.
- Members — the users granted access to author and run the project's content.
Each project carries a name, an optional description, an owner, and the organization it belongs to. Projects can be archived when they are no longer active.
Project types
The engine recognizes three project types:
| Type | Purpose |
|---|---|
| Standard | The default. A normal project whose rule sets you run directly in your environments. |
| Extension | Authored to be packaged and published as a reusable extension. Extension projects cannot reference environment variables directly — any external value must be passed in as an extension input. |
| Template | Authored to be shared as a starting point. Templates can be published to the marketplace and imported into new projects. |
Default type New projects are created as Standard unless you choose otherwise. The Extension restriction on variables shows up while you author, so you catch it well before you ever run the rule set.
Creating a project
From the projects list you create a project by giving it a name (up to 50 characters) and an optional description (up to 255 characters). You can start from an empty project, import a template, or use the AI Project Generator to scaffold rule sets from a natural-language prompt.
- Open the projects list and choose to create a new project.
- Pick how to start: blank, from a template, or AI-generated.
- Name the project and confirm the owning organization.
- Open the project dashboard and begin adding rule sets.
Members and access
A project has an owner (identified by email) and a list of members. Access is scoped per project, and organization administrators can manage membership across the projects they own. For how projects sit within organizations and environments, see Environments.
The project dashboard
The project dashboard is your home base for a single project. From it you can browse and open rule sets, manage conditions and action sets, edit variables, review recent activity, and launch the visual Workflow Builder.