How to Create Your First Project

Overview

Projects organize your competitive intelligence work. Create one project per product, market, or business unit you're tracking.

Caption: Create your first project by giving Steve your anchor — your company or product.

Start Project Creation

Navigate to /projects/new or click New Project from the projects page.

Set Up Your Project

The AI-guided interface helps you create your project through conversation.

Provide Project Details

Answer the setup questions:

• Project name - Product or market you're tracking
• Industry - Your business sector
• Target market - Geographic or demographic focus

Complete Setup

Follow the prompts until your project is created.

Expected Outcome

✅ New project created ✅ Ready to add competitors ✅ Project dashboard accessible

Next Steps

• Add Competitors - Start tracking competitors
• Upload Resources - Add knowledge base content