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Create a Project

Set up a new project in ORQO to organize your teams, workflows, and documents in one place.

Prerequisites​

  • An ORQO account with access to at least one organization
  • Organization-level permissions to create projects

Steps​

1. Open the Projects page​

Navigate to Projects in the sidebar. This shows all projects in your current organization as a grid of cards.

Projects page — every project as a tile with workflows, agents, and recent activity

2. Click "New Project"​

Click the New Project button in the page header. This creates a new project and opens its detail page.

3. Fill in the project details​

Enter the following fields:

  • Name -- A short, descriptive name for the project (e.g., "Customer Support Automation")
  • Description -- A longer explanation of what the project does. This description is sent to the AI assistant and the Knowledge Curator as context, so make it specific.
tip

Write a detailed description. The AI assistant and Knowledge Curator use it to understand your project's purpose when suggesting workflows, classifying documents, and curating knowledge.

4. Enable long-term memory (optional)​

Toggle Long-Term Memory to enable the project's knowledge graph. When enabled, two additional options appear:

  • Curated Mode -- Only uploaded documents grow the knowledge graph. Workflow results and web scrapes are excluded.
  • Public Chatbot -- Deploy a knowledge chatbot powered by this project's Long-Term Memory.

Project page with Long-Term Memory enabled — concept clouds, Curated Mode toggle, Public Chatbot setup, and embed snippets

When Long-Term Memory is active:

  • Uploaded documents are automatically classified into a structured knowledge graph using the 3-pass classifier
  • Workflow tool results flagged for enrichment are routed through the Knowledge Curator pipeline
  • The AI assistant can reference the knowledge graph when building workflows

Leave this off if the project does not need persistent knowledge management.

info

Enabling the knowledge graph requires a properly configured ORQO instance.

5. Save the project​

Click Save. The project detail page shows the sidebar with sections for Teams, Workflows, and Documents.

Project detail — workflows, agents, knowledge graph teasers, and recent activity in one view

6. Verify the project appears in the sidebar​

The sidebar now shows your project name. From here you can drill into Teams, Workflows, or Documents.

What's next​

Learn more​