Overview

Socratics is organized around Projects, folders that each represent a different set of documents that can be queried or used as source material for AI-generated content. Select Projects from the left navigation to see all your project folders.

To open a project select the project row from the list.

Project Actions

Selecting the … menu at the end of each project row provides the following actions:

• Edit Project: Re-opens project form allowing you to edit Project Name, Description, etc.
• Delete Project: Removes the project from the user’s list. Because this action cannot be undone, you are asked to confirm this action before proceeding.

Create New Project

To create a new project, select New Project. The form has the following fields:

• Project Name: This is the name that will appear throughout the Socratics interface including in the Project Details header, the “breadcrumb”, inside text in the project Chat, etc. It can be a project codename (example: Project Beta) or it could be the same as the Company Name. This is a required field.
• Company Name: This is the name used for querying the AI. Depending on the company, the AI models used in Socratics may or may not have existing knowledge of the company. However, it’s best to use the most complete name possible to provide sufficient context (ex: Acme Manufacturing Inc.) This is a required field.
• Description: User’s may add additional context about their project in this field. This field is optional and is not used inside AI prompts. It is purely for the user’s reference.

Once the project information has been entered select Save.

Example of an empty Create Project form

Example of a filled-in Create Project form