Projects
Sales-to-delivery handoff and project enablement with AI-powered definitions, specs, development tracking, and team collaboration
In professional services — whether you are a system integrator, digital agency, consulting firm, or managed services provider — the biggest source of lost context happens between the sales cycle and delivery. Customer requirements, meeting notes, proposals, and relationship knowledge live in scattered tools and inboxes, and delivery teams are left to start from scratch.
DarcyIQ Projects solve this by giving every customer engagement a single, AI-powered workspace that carries context from the first discovery call through project completion. During the sales cycle, capture customer needs, upload RFPs, record meetings, and build a knowledge base. When the deal closes, the same project becomes the delivery workspace — the team inherits every document, meeting transcript, and requirement automatically, then layers on specs, development tracking, discussion threads, and status reporting.
Sales to Delivery in action: Your sales team creates an "Acme Corp Cloud Migration" project, uploads the RFP, and records three discovery calls. When the deal closes, the delivery lead opens the same project, clicks Generate to create an AI-powered definition from all that context, breaks it into specs, connects the GitHub repo, and enables a weekly status report — zero handoff friction.
Who Is This For?
Projects are built for the services industry and any team that manages customer engagements:
System Integrators — manage cloud migrations, ERP implementations, and custom development from scoping through go-live
Digital Marketing Agencies — centralize campaign briefs, creative assets, and client feedback across the engagement lifecycle
Consulting Firms — organize advisory engagements with research, deliverables, and client meeting history in one place
Managed Services Providers — track onboarding, ongoing operations, and quarterly business reviews per client
Internal Delivery Teams — coordinate cross-functional projects with shared context and AI-assisted reporting
Key Benefits
Seamless Handoff
Sales context — meetings, documents, requirements — flows directly into delivery
Eliminate the "starting from scratch" problem
AI-Powered Definitions
Generate a project definition from uploaded context with one click
Jump-start scoping and alignment in minutes
Specs with Lifecycle
Break definitions into detailed specs with Draft / In Review / Approved status
Structured requirements management
Development Tracking
Connect GitHub repositories and review PRs with AI-generated citations
Bridge the gap between planning and code
Team Discussion Threads
Post updates, questions, feedback, and decisions in a shared timeline
Replace scattered emails with a single source
Unified Item Management
Attach meetings, documents, artifacts, tasks, lists, and scoping estimates
All deliverables organized in one place
Dashboard & Insights
Activity charts, definition freshness, quick actions, and getting-started guide
Full visibility into project health
Built-in Automations
Auto-assign meetings and schedule weekly status reports
Eliminate repetitive project housekeeping
Darcy Chat Integration
Chat with full project context — definitions, specs, items, and knowledge base
AI responses grounded in your project data
The Project Lifecycle
Projects support the full engagement lifecycle, from the first sales conversation to project closeout:
Sales & Discovery
Create the project, record discovery calls (auto-assigned via meeting automation), upload RFPs and requirements
Scoping & Proposal
Generate a project definition from accumulated context, attach scoping estimates and proposals
Handoff to Delivery
Share the project with the delivery team — they inherit every document, meeting, and requirement instantly
Execution & Tracking
Break the definition into specs, connect GitHub repos, track PR progress, post status updates via threads
Review & Closeout
Use the Dashboard to review activity, generate final reports with Quick Actions, archive the project
How Projects Work
Project Architecture
Dashboard
Overview stats, activity chart, insights, and quick actions
At-a-glance project health
Definition & Specs
AI-generated or manual scope documents with feedback workflow
Living requirements that stay current
Items
Linked meetings, documents, artifacts, tasks, lists, and scopes
Centralized deliverable management
Thread
Typed discussion feed (updates, questions, feedback, decisions)
Persistent team communication
Development
GitHub connection, PR reviews, and Cursor Cloud Agents
Code-level traceability to project scope
App
Linked dashboard app with interactive widgets
Visual project reporting
Project Knowledge Base
Dedicated AI-searchable repository for uploaded files
Instant, project-scoped information retrieval
Creating and Managing Projects
Creating a New Project
Navigate to Projects Click Projects in the sidebar to open the project list.
Click "New Project" Enter a project name (up to 100 characters) and an optional description (up to 500 characters).
Configure the Sidebar Once the project opens, use the sidebar to set the client, dates, assigned agent, automations, and external links.
Follow the Getting Started Checklist The Dashboard tab walks you through key setup steps: add items, create a definition, write your first spec, and start a thread.
Project List
The Projects page displays all projects you own or have been shared with. From here you can:
Search projects by name
Create a new project
Share or delete projects you own
Open any project to view its detail page
Configuring a Project
The left sidebar has two tabs — Info and Links — that let you configure project metadata and external references.
Info Tab
Name
Project name displayed in the header and list. Click the pencil icon to edit.
Description
Brief summary of the project. Click the pencil icon to edit.
Client
CRM client name. If Salesforce is connected, search and link a Salesforce account directly.
Start / End
Project timeline dates stored in the project metadata.
Agent
Assign a DarcyIQ agent to the project. This agent is used for scheduled automations and contextual actions.
Automations
Two built-in automations are available in the sidebar:
Meeting Auto-assign
When a meeting completes whose name contains the client or project name and has external attendees, it is automatically added to the project.
Weekly Status Report
Every Friday at 6 AM (your timezone), an agent generates a comprehensive 7-day status report covering accomplishments, decisions, risks, action items, and more — and emails it to you.
Toggle each automation on or off with one click.
MCP Integration
The sidebar also displays MCP Install Actions — pre-built configurations to install the project as an MCP server in Claude Code, Cursor, VS Code, or Kiro. This lets external coding tools access your project's knowledge base and context.
Links Tab
Add external links (label + URL) to reference tools like Jira boards, Confluence spaces, shared drives, or any other resource your team needs quick access to.
Sharing and Permissions
Click the Share button in the project header to invite team members and control access.
Owner
Full control — edit, share, configure, delete
Project lead or account owner
Editor
Edit content, manage items, post threads, configure
Core delivery team members
Viewer
Read-only access to all project content
Stakeholders, reviewers, observers
Share with individual users or with Groups for bulk access management.
Darcy Chat Integration
Every project has a Darcy Chat button in the header that opens a contextual AI chat panel. Chat is automatically scoped to the project's knowledge base, definition, specs, and items so that AI responses are grounded in your project data.
The Dashboard tab also provides Quick Actions — preset prompts that open Darcy Chat with a specific task:
Create a sales-to-delivery handoff
Write a project status update
Draft a meeting agenda
Summarize all meeting notes
Identify risks and blockers
Summarize the project scope
Write a stakeholder email update
Review and improve specs
Use Cases
System Integrator — Cloud Migration
A cloud consulting firm wins a multi-phase AWS migration. The sales team creates the project during the sales cycle, uploading the RFP and recording three discovery calls. When the deal closes, the delivery lead opens the project, generates a definition from the accumulated context, breaks it into per-workload specs, connects the GitHub repo, and enables the weekly status report. The entire team — from solution architects to developers — works from the same project throughout the engagement.
Digital Agency — Campaign Engagement
An agency creates a project for a new brand campaign. Creative briefs, competitive research, and client feedback are uploaded to the knowledge base. Meeting auto-assign captures every client call. As the campaign progresses, the team tracks deliverables in Items, discusses creative direction in Threads, and uses Quick Actions to generate client status emails before each check-in.
Consulting Firm — Advisory Engagement
A management consulting team creates a project for a digital transformation assessment. Discovery meeting transcripts, industry reports, and the statement of work are added during sales. At kickoff, the delivery team generates a definition, creates specs for each assessment area, and uses the Dashboard to monitor progress. When the engagement wraps, they generate a final handoff document using Darcy Chat.
Best Practices
Project Organization
Create projects at the start of the sales cycle — not after the deal closes. This ensures discovery meetings, documents, and context are captured from day one and flow directly into delivery.
Naming Convention: Use a consistent format like "[Client] - [Engagement Type] - [Year]"
Client Field: Set the client name early so meeting auto-assign matches correctly
Initial Setup: Upload background materials and set dates before inviting team members
Regular Updates: Keep the definition and specs current — the Dashboard tracks freshness over 30 days
Access Reviews: Periodically review shared users and permission levels
Knowledge Base Management
Upload Early
Add all reference materials before the team starts work
Descriptive Names
Use searchable file names for better AI comprehension
Version Control
Upload latest versions and remove outdated ones
Use Quick Upload
The KB upload button in Items supports drag-and-drop
Smooth Handoffs
Share early: Add delivery team members to the project before the formal handoff so they can review context at their own pace
Use the handoff Quick Action: The Dashboard includes a "Create a Sales to Delivery Handoff" prompt that generates a structured handoff document from all project context
Thread the transition: Post a Decision thread when the handoff is complete, summarizing key expectations and next steps
Team Collaboration
Onboarding: Share the project with new team members — they instantly gain access to all items, threads, and the knowledge base
Thread Types: Use the correct thread type (Update, Question, Feedback, Decision) so the team can filter by category
Quick Actions: Use Dashboard quick actions to generate recurring deliverables like status updates and meeting agendas
Pro Tip: Create a project the moment a customer engagement begins — even during early discovery. Enable meeting auto-assign so every client conversation is captured automatically. When the deal closes and delivery starts, the team inherits a complete knowledge base with zero handoff friction.
Next Steps
Create and manage project definitions
Attach and organize project resources
Use the dashboard and discussion threads
Connect GitHub and track development
Run AI-led discovery interviews
Engage end-customers with a project
Learn about AI agents
Configure knowledge bases
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