A project is the primary container for work in Summation. It holds your data connections, files, reports, knowledge documents, and chat threads with Addison.Documentation Index
Fetch the complete documentation index at: https://docs.summation.com/llms.txt
Use this file to discover all available pages before exploring further.
What’s in a project
| Component | Description |
|---|---|
| Chat threads | Conversations with Addison, scoped to the project’s data |
| Reports | Analytical documents generated by Addison |
| Tables | Data from connected sources and custom tables created in your project |
| Knowledge docs | Context documents that help Addison understand your domain |
| Files | Uploaded files (CSV, Excel, PDF, PowerPoint, and more) |
Creating a project
Go to Projects in the sidebar, then click New project. Give it a name and optionally add collaborators.Collaborators
Projects support multiple collaborators. Invite team members to work together on the same data, reports, and dashboards. Each collaborator can create their own chat threads within the project.Chat threads
Each project can have many chat threads. Threads are scoped to individual users — your conversations are yours — but can be shared in read-only mode. Switching between projects starts a fresh conversation thread. Previous threads are preserved and accessible from the chat history in the project.Files and data
- Files uploaded to a project are local to that project
- Tables from connected sources appear in the Data page — each table has an editable catalog entry for adding descriptions, column definitions, and business context