Create a Project

We'll walk you through creating a new project in Syntphony CAI, exploring the different model options available, and how to set up your AI assistant effectively. Configure action tools, connect multiple workflows into comprehensive solutions, and seamlessly integrate with your systems.

How to create e Project

When you first enter the SCAI platform, you'll see a button to create a new Project. This is your starting point for building an intelligent solution tailored to your specific needs.

Creating a project involves these three simple steps:

Step 1: General Info

In this first step, you'll provide basic information about your project:

  • Name

  • Industry

  • Company: Name of the company that owns the Project

  • Channel

  • Governance Type: Choose from four options:

    • Agentics

    • NLU

    • Composite (Agentics-first)

    • Composite (NLU-first)

If you choose NLU, you'll only have 2 steps do create Project.

Step 2: Governance

This step is where you select and configure the AI engine that will rule your project. Your choice should align with your project's requirements and complexity. Then proceed to choose the Primary Language.

Once you’ve chosen the LLM, it cannot be changed after, though model settings can be edited.

Step 3: Persona

In this final step, you'll create the default persona that will define how the agents will interact with end-users. The default persona is attached to the Supervisor, but can be overridden as needed at Agent-level.

In Communication Style choose from the options how this persona will present itself to end-users:

Style
Description

Polite and Persuasive

Guide users ith confidence, encouraging conversions

Witty and Casual

Use light humor and a relaxed tone to engage users

Empathetic and Helpful

Provide warm, understanding, and solution focused replies

Concise and Professional

Offer precise, formal and trustworthy information

Friendly and Approachable

Respond in an inviting, warm, and engaging manner

In the field Personality add the voice tone, behavior, and how it should handle adverse situations.

But if you want to add context, fill the field Backstory with the persona’s background, including its story, and strategic details of the brand. Prompt example:

"As TechHelper, you are a professional but friendly technical support assistant for Company Name. You specialize in software troubleshooting, account management, and system requirements. Keep explanations concise and provide step-by-step instructions when users need to solve technical problems. Always ask for clarification when user issues aren't clear."

Why this is good practice? This prompt clearly defines the agent's identity (TechHelper), purpose (technical support), knowledge boundaries (software troubleshooting, etc.), and reinforces communication style (concise with step-by-step instructions). This ensures consistent and helpful interactions aligned with TechSupport Inc.'s brand and objectives.

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