Getting Started
This guide walks through the first steps with Project Intelligence: how to sign in, pick a project, ask the agent your first question, and open the skill menu.
What is Project Intelligence
Project Intelligence is a digital project manager built into your working environment. It is not a chatbot that only answers questions: the agent does real project work — searching for information, managing requirements, planning, controlling risks, and preparing reports.
The key principle is human in the loop: the agent proposes, and the outcome — documents, issues, schedule changes — is locked in only after your decision. More in the documentation.
What you need before starting
- Access to your issue tracker and knowledge base (Jira and Confluence, or your task and document systems).
- A project that already exists in those systems: issues, pages, descriptions.
- The system address provided by your administrator.
The agent works with existing projects: it does not create Jira/Confluence projects or spaces — it takes the context of what is already there.
First steps
- Sign in. Open the address your administrator gave you. Authentication is via a personal account or your corporate SSO.
- Pick the project. Make sure the right project is selected in the context: the agent automatically pulls data from the linked Jira projects and Confluence spaces.
- Ask your first question. For example: "Which tasks are critical right now, and why?" You will see how the agent gathers data, plans its work, and returns an answer with a Sources block.
- Try a skill. Type
/in the input line to open the skill menu:/reportfor an objective status,/status-snapshotfor a dated work snapshot,/planfor planning.
Where to continue
The first run is only orientation. The next step is to set up the project context so the agent understands how your team works and which documents already exist:
- Project setup and first run — project profile, document registry, next-step advisor.
- Working with the document base — uploading project documents to the knowledge base.
- Introduction to Project Intelligence — how the system works as a whole.
- Core capabilities — search, analysis, and action control.
