Projects

Overview

The Projects page lets you organize your monitored environments into separate workspaces. Each project groups a set of connections together, so the agent knows which tools and services to use when running investigations. You might create one project per environment (e.g. “Production”, “Staging”) or per team.

The page displays a subtitle with the total number of projects configured (e.g. “9 projects configured.”) followed by a card grid. Each project card shows:

• A colored initial badge with the project name
• An optional description
• The number of attached connections (e.g. “22 connections”, “4 connections”)
• Small pills for each connection, showing the service icon and connection name (e.g. an AWS icon with “HTM AWS”, a GitHub icon with “Github”)

Creating a Project

To create a new project:

1. Click the Add Project tile (the dashed-border card with the + icon).
2. A multi-step setup wizard opens. Enter a name for your project and an optional description.
3. Select which connections to attach to this project. The wizard shows available connections grouped by service type, each with its icon and name.
4. Complete the setup and save. The new project card appears in the grid.

Project Settings

Each project card has a three-dot menu (vertical dots in the top-right corner) with the following options:

• Instructions — Opens the instructions editor, where you can write investigation guidance and RCA templates that the agent follows when working within this project. Instructions help tailor the agent’s behavior to your team’s runbooks and standards.
• Delete Project — Permanently removes the project. A confirmation prompt appears; this action cannot be undone.
• Agent Mode (available when the project has certain connection types) — Switch between agent modes:
  • Default Agent — the standard investigation agent
  • Falcon Agent — a high-performance agent for advanced workflows
  • Comparison Mode — runs both agents side-by-side for evaluation

The active agent mode is shown as a small badge on the project card (e.g. an orange Falcon badge or a blue Comparison badge).

Managing Projects

• Edit a project — Click any project card to reopen the setup wizard in edit mode. You can rename the project, update its description, or change which connections are attached.
• Switch projects — Use the project switcher dropdown in the top navigation bar to change which project is active. The Console, Incidents, and other pages will reflect data from the selected project.
• View connections — The connection pills on each project card give you a quick overview of what tools are integrated. Each pill shows the service icon and connection name.