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Projects

Projects are goal-based campaign workspaces in Simon AI. Create a Project around a specific business objective — like "increase 90-day repurchase rate" or "reactivate lapsed apparel buyers" — and everything you build toward that goal lives in one place.

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Core AI · Included with your Simon platform.

Getting started

  1. Navigate to AI > Projects
  2. Describe your business objective in plain language (e.g., "drive repeat purchases from holiday buyers")
  3. Add any relevant context — brand guidelines, audience constraints, prior learnings — that should apply across every conversation in this Project
  4. Start a chat. The AI inherits the Project's goal and context as the starting point for everything you build

What a Project contains

ComponentDescription
Business goalThe objective you're working toward, described in plain language
Project contextBrand guidelines, audience constraints, past learnings — markdown context entries that apply across every conversation in this Project
Associated assetsSegments, journeys, flows, AI Moments, and AI Fields created or linked while working on this Project
Linked chatsAll conversations started from the Project, organized in one place

What Projects do

  • Give the AI shared context. When you chat from within a Project, the AI automatically knows the goal, target audience, constraints, and business context. No re-explaining every session
  • Organize campaign assets. Instead of segments, fields, and journeys living in separate places, everything built for one initiative is visible together
  • Track linked work. As you create or attach assets, they automatically link back to the Project so you can see what's been built toward your goal at a glance

Working inside a Project

Once your Project is created:

  1. Add context — Brand voice guidelines, seasonal priorities, past campaign learnings. These become AI Context entries scoped to this Project
  2. Start conversations — Open a chat from within the Project. Simon AI Chat already understands your objective and uses it as context for data analysis, content generation, segment building, and more
  3. Multiple conversations — Teams can run parallel conversations within a single Project for different workstreams

As you create assets, they automatically link back to the Project. The detail page keeps everything visible in one place.

Availability

Projects is available to all AI-enabled organizations.

Updated 13 days ago