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ConsoleCreate a Project

Create New Project in Console

Create New Project in Console

Open the Switch project menu

Start from the Console page and open the project switcher to access the list of existing projects and the option to create a new one.

Open the Switch project menu

Select Projects

With the menu open, choose Projects to view all available projects and creation options.

Select Projects

Select Create project

From the Projects menu, choose Create project to launch the project creation dialog.

Select Create project

Review the Create project dialog

The dialog opens where you will provide a name and optional description for your new project, which scopes datasets, prompts, agents, workflows, and observability to the members you add.

Review the Create project dialog

Focus the Name field

With the Create project dialog open, place your cursor in the Name field to begin entering a project name.

Focus the Name field

Enter your project name

Type a name that identifies the purpose of this project for your team. Input: [input captured]

Enter your project name

Continue entering your project name

Finish typing the full name you want to use for this project. Input: [input captured]

Continue entering your project name

Complete the project name

Once the name is entered, you can move on to add an optional description. Input: [input captured]

Complete the project name

Focus the Description field

With the project name entered, place your cursor in the optional Description field to add context about this project.

Focus the Description field

Enter a project description

Type a brief description that helps your team understand what this project is for. This field is optional but recommended for clarity. Input: [input captured]

Enter a project description

Review the form

With the name and description filled in, the form is ready to submit. You can cancel to discard changes or proceed to create the project.

Review the form

Create the project

Submitting the form creates the project and opens its settings page, where you can manage members, keys, integrations, and environments.

Create the project

Review the project page

The new Support Copilot project page opens, showing the General section with the name and description you provided.

Review the project page

Review the project header

The header displays the project name, your owner role, and the description you provided during creation.

Review the project header

Review the project settings area

The main content area shows the General settings at the top and a row of tabs for Members, Virtual keys, Integrations, and other resources.

Review the project settings area

Review the General section

The General section displays the project name and description fields, which you can edit to update the project’s identity.

Review the General section

Focus the project name field

Clicking into the Name field places the cursor so you can edit the project name if needed. > Info: Member Management in Console Project

Focus the project name field

Switch to the Members tab

The Members tab shows who has access to this project and lets you invite or manage collaborators.

Switch to the Members tab

Review the Members panel

The panel lists current members, their roles, and provides a search field and Add member button for managing access.

Review the Members panel

Review the Members tab content

The Members tab displays the current member list, a search field to filter by name or email, a role selector, and an Add member button.

Review the Members tab content

Focus the member search field

On the Members tab, clicking into the search field lets you filter the member list by name or email address.

Focus the member search field

Begin entering the search term

The search updates in real time, narrowing the results as you type. Input: [input captured]

Begin entering the search term

Finish entering the search term

Once you see the user you want to add, the filtered result appears below the search field. Input: [input captured]

Finish entering the search term

Select the user from the search results

Clicking the user row populates the User field, ready for you to assign a role and add them to the project.

Select the user from the search results

Review the Members tab

With the user selected, the Members tab shows the current member list and the new user row awaiting a role assignment.

Review the Members tab

Expand the Member role menu

The menu lists the available roles you can assign to the new user, such as Member or Owner.

Expand the Member role menu

Select Owner from the role menu

Choosing Owner grants the new member full permissions on this project, including the ability to manage members and settings.

Select Owner from the role menu

Add member

This confirms the new member and their role, adding them to the project team.

Add member

Acknowledge the Member added notification

A success message confirms the new member has been added to the project. The dialog closes automatically, returning you to the Members tab.

Acknowledge the Member added notification

Review the Members tab

The Members tab now displays both team members with their assigned roles, confirming the addition was successful. > Info: Virtual Key Mapping in Project

Review the Members tab

Switch to the Virtual keys tab

This tab lets you map virtual keys to the project, which apps use to authenticate requests.

Switch to the Virtual keys tab

Expand the Select a key you have access to menu

Opens the list of available keys you can map to this project.

Expand the Select a key you have access to menu

Review the available keys

The menu displays Production Key, Claude Virtual Key, and VirtualK1; browse the list to find the key you want to map.

Review the available keys

Select Production Key

Choosing Production Key maps it to the project, allowing apps to use this key for production requests.

Select Production Key

Map the key from this project

After selecting Production Key, the Virtual keys tab shows the key ready to be mapped. Trigger that button to map that key with this project.

Map the key from this project

Map key

Confirms the mapping and creates a project-specific key derived from Production Key.

Map key

Dismiss the Project key created notification

The notification confirms the virtual key was successfully mapped; dismiss it to continue configuring the project.

Dismiss the Project key created notification

Review the Virtual keys (1) tab

The tab now shows one mapped key; the table below lists the key name, source, status, and actions.

Review the Virtual keys (1) tab

Review the mapped key details

The Virtual keys tab displays the Production Key entry, confirming it is active and ready for use in this project.

Review the mapped key details

Switch to the Integrations (0) tab

This tab lets you connect external services to the project; the count shows no integrations are mapped yet.

Switch to the Integrations (0) tab

Review the Integrations panel

On the Integrations tab, the panel displays the integration selector and Map integration button, where you connect external services to the project.

Review the Integrations panel

Expand the Select an integration menu

Opens the list of available integrations you can map to this project, such as Github MCP and other configured services.

Expand the Select an integration menu

Select Github MCP from the menu

Choosing Github MCP populates the integration selector and prepares the connection for mapping.

Select Github MCP from the menu

Map the integration

After selecting Github MCP, confirm the mapping to make the integration available to this project.

Map the integration

Dismiss the Connection mapped notification

The notification confirms that Github MCP was successfully mapped; the Integrations tab count updates to reflect the new connection.

Dismiss the Connection mapped notification

Review the Integrations panel

The panel now shows Github MCP listed in the table with an active status and the option to map additional integrations.

Review the Integrations panel

Switch to the Environments tab

The Environments tab manages deployment targets; each environment has its own keys, sandboxes, and connection credentials.

Switch to the Environments tab

Review the Environments panel

The panel explains that environments are where releases are deployed, and that protected environments require a second person with Deploy access to approve.

Review the Environments panel

Enter a new environment name

The field accepts a name like QA, Staging, or UAT; this environment will be added to the project once you save.

Enter a new environment name

Switch to the Publishing tab

The Publishing tab controls which resources—apps, MCP servers, and workflows—are available to this project’s keys.

Switch to the Publishing tab

Review the Publishing panel

The panel explains that published resources are available through the project’s keys, and that nothing is published until you turn it on.

Review the Publishing panel

Save your changes

The new environment and publishing settings are applied to the project; a confirmation message appears at the top of the page.

Save your changes

Return to Console

After saving, you return to the main Console view where you can switch between projects or access other areas of the platform.

Return to Console

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