Projects

DarcyIQ Projects transform how teams organize and collaborate on customer engagements. Create dedicated project spaces with isolated knowledge bases, shared access, and centralized artifact management to ensure everyone on your team has the same context and can deliver consistent, high-quality work.

Perfect for customer deliveries: Create an "Acme Corp Migration" project containing all customer documents, meeting transcripts, architecture diagrams, and requirements - then share it with your entire delivery team.

Organize all customer-related content in one collaborative space

Key Benefits

Benefit	Description	Business Impact
Dedicated Workspaces	Isolated project environments with their own knowledge bases	Prevent information bleeding between clients
Team Collaboration	Share projects with specific team members	Ensure consistent context across the team
Artifact Management	One-click artifact addition from any Darcy feature	Keep all deliverables organized and accessible
Knowledge Isolation	Project-specific knowledge bases	Maintain client confidentiality and focus
Unified Context	All project materials in one searchable location	Reduce time finding information by 80%

How Projects Work

Project Architecture

Projects serve as intelligent containers that organize and contextualize all work related to a specific customer or initiative:

Component	Function	Value
Project Knowledge Base	Dedicated AI-searchable repository	Instant access to all project information
Artifact Library	Centralized storage for all deliverables	Version control and easy sharing
Team Access Control	Granular permission management	Secure collaboration
Activity Timeline	Complete history of project activities	Full audit trail and progress tracking
Integration Links	Connections to external systems	Unified view across tools

Creating and Managing Projects

Creating a New Project

1

Navigate to Projects Access the Projects section from your main navigation menu or dashboard.

2

Click "New Project" Select the create button and provide project details including name, description, and initial team members.

3

Configure Knowledge Base Set up the project's dedicated knowledge base by uploading relevant documents, specifications, and reference materials.

4

Add Team Members Share the project with team members who need access, defining their permission levels.

5

Start Collaborating Begin adding artifacts, conducting meetings, and building your project's knowledge repository.

Adding Content to Projects

One of the most powerful features is the ability to add artifacts directly from any Darcy feature:

Source	Content Type	How to Add
Darcy Chat	Analysis, documents, diagrams	Click "Add to Project" button on any artifact
Meetings	Transcripts, summaries, action items	Select project during meeting setup or after
Workflows	Generated proposals, documents	Choose target project in workflow configuration
Research Reports	Company intelligence, market analysis	Add report to project from report view
Storyboards	Presentations, visual content	Link storyboard to project during creation

Project Knowledge Bases

Each project maintains its own isolated knowledge base, ensuring:

• Data Segregation: Customer A's data never influences queries about Customer B

• Contextual Accuracy: AI responses are based only on relevant project materials

• Compliance Ready: Maintain clear data boundaries for regulatory requirements

• Performance Optimization: Smaller, focused knowledge bases provide faster, more accurate results

Team Collaboration Features

Shared Context

When you share a project with team members, they instantly gain access to:

Shared Element	Description	Benefit
All Artifacts	Every document, diagram, and deliverable	No more email attachments or version confusion
Meeting History	Complete transcripts and summaries	New team members get up to speed instantly
Knowledge Base	All uploaded reference materials	Consistent information source for all queries
Activity Log	Timeline of all project activities	Complete visibility into project progress
AI Context	Shared understanding for Darcy Chat	Everyone gets the same intelligent assistance

Permission Management

Control access with granular permissions:

Permission Level	Capabilities	Use Case
Owner	Full control, can delete project	Project lead or account owner
Editor	Add/modify content, manage team	Core team members
Viewer	Read-only access to all content	Stakeholders, reviewers
Contributor	Add content, cannot modify others'	Subject matter experts

Use Cases

Customer Delivery Projects

Scenario: Managing a complex cloud migration for Acme Corp

• Upload all RFP documents, technical specifications, and contracts

• Record and store all customer meetings

• Generate proposals and architecture documents

• Share with delivery team for consistent execution

• Maintain complete audit trail of all activities

Sales Pursuit Management

Scenario: Coordinating a multi-million dollar opportunity

• Centralize all prospect research and intelligence

• Store meeting notes and follow-up actions

• Collaborate on proposal development

• Track all customer interactions

• Ensure smooth handoff to delivery team

Partner Collaborations

Scenario: Joint solution development with technology partners

• Create shared workspace for partner materials

• Manage joint go-to-market content

• Coordinate on technical integrations

• Maintain version control on shared deliverables

• Control access to sensitive information

Best Practices

Project Organization

1. Naming Convention: Use consistent format like "[Client] - [Engagement Type] - [Year]"

2. Description Details: Include key stakeholders, objectives, and timeline

3. Initial Setup: Upload all relevant background materials before inviting team

4. Regular Cleanup: Archive completed projects to maintain performance

5. Access Reviews: Periodically review and update team member permissions

Knowledge Base Management

Practice	Implementation	Impact
Document Structure	Organize files in logical folders	50% faster information retrieval
Naming Standards	Use descriptive, searchable file names	Improved AI comprehension
Version Control	Upload latest versions, archive old ones	Prevent confusion and errors
Regular Updates	Add new materials as they become available	Maintain current context
Quality Control	Review uploaded content for accuracy	Ensure reliable AI responses

Team Collaboration

• Onboarding Protocol: Create standard process for adding new team members

• Communication Standards: Use project activity feed for important updates

• Artifact Guidelines: Establish naming and tagging conventions

• Review Cycles: Schedule regular team reviews of project content

• Handoff Procedures: Document transition processes for team changes

Integration with Other Features

Projects seamlessly integrate with all Darcy features:

Darcy Chat Integration

• Contextual Queries: Ask questions specific to project content

• Artifact Creation: Generate documents with project context

• One-Click Addition: Add any chat artifact to current project

Meeting Integration

• Automatic Association: Link meetings to projects during scheduling

• Transcript Storage: All meeting content saved to project

• Action Item Tracking: Project-specific task management

Workflow Integration

• Project Templates: Create workflow templates for project types

• Output Routing: Automatically save workflow results to projects

• Bulk Processing: Run workflows using project knowledge base

Pro Tip: Start every customer engagement by creating a project. This ensures all team members have access to the same information and can leverage Darcy's AI with full context.