Guide · Project setup
Set up your first project
Projects keep your chats, files, Brand Profile, Audience and Canvas documents together. Ten minutes of setup means every chat afterwards starts with the right context.
5 min readUpdated 29 Sep 2026
New project
1. Create a project
Choose New project and give it a name your team will recognise, like “Q4 Security Campaign”. Everything you now make will live here.
2. Attach a brand profile and audience
Use the project context to pick the Brand Profile and Audience before you ask for anything. Yori reuses them in every chat in the project.
3. Add your source material
Drag in service pages, sales notes, event briefs or case studies. Yori can read them, and you can reference any of them with @.
4. Run your first Service
Type $ in the chat composer, pick a Service like Campaign plan, and answer its questions. The draft is saved to the project when it's done.
Tip
Quick follow-ups reuse recently loaded project context and usually respond faster, so keep related requests in the same chat.
Was this helpful?
