Projects are the foundation of your Opentrace workspace. Here's how to create one.
After signing in, you'll land on the projects page. This shows all your existing projects (if any) in a grid or list view.
Click the New Project button in the header. A dialog will appear asking for a project name.
Give your project a descriptive name, e.g. “Q4 Financial Reports” or “Machine Learning Research”. You can rename it later.
Your project is now created with default settings. Navigate to the Knowledge Base tab to start uploading documents or adding web URLs.
Keep projects focused on a single topic or domain. This improves retrieval accuracy since the AI only searches within the active project's documents.
New projects are created with these defaults — all configurable later:
| Setting | Default Value |
|---|---|
| RAG Strategy | Basic (vector search) |
| Agent Type | Simple |
| Embedding Model | text-embedding-3-large |
| Chunks Searched | 5 |
| Final Context Size | 5 |
| Similarity Threshold | 0.3 |
| Reranking | Disabled |
