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.

Getting started

1. Navigate to AI > Projects
2. Describe your business objective in plain language (e.g., "drive repeat purchases from holiday buyers")
3. The AI generates a structured campaign strategy: audiences, ROI estimates, tactics, required data, and next steps

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Beta

Projects is in beta. Contact your account manager for availability.

What a Project contains

What Projects do

• Give 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 progress. Summary counts show how many segments, AI Fields, journeys, and moments are linked, and next steps update their status as assets get created

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 in beta. Contact your account manager for availability.