Set up configuration

Role: Project Manager / Solution Architect 📋

Configuration Management is where all AI parameters for a project are defined — from document evaluation criteria, system prompts, and technical specifications to model configuration and AI Agent components (Skill, Tool, Template, etc.). This is an essential step before the AI Agent can generate documents that meet the project's standards.

Step-by-step guide

In the sidebar, select Configuration under the Project Management group.

Click the "Project" dropdown in the top-right corner to select the project you want to configure.

The page is organized into 10 tabs. Each tab manages a distinct type of configuration:

Tab	Description
Criteria	Quality evaluation criteria for documents (BRD, FRD, TRD)
System Prompts	System prompts that steer AI Agent behavior
Specifications	Technical specifications used as document generation context
Setting	General document settings in the project
Skill	Skills the AI Agent can use
Tool	Tools integrated with the AI Agent
Agent	Configuration for AI Agents in the project
Task	Definitions of the task types the AI will perform
Template	Document templates
Model Config	LLM model configuration (provider, parameters)

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Common tab structure

Most tabs follow a two-column layout:

• Left column — list: Displays all items in that tab. Includes a search input, an "Add" button to create new items, and a yellow dot on any item with unsaved changes.
• Right column — editor: Displays the details of the selected item. Edit directly here. The top-right corner has "Save Changes" and "Discard" buttons.

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Criteria tab

The most important tab for controlling the quality of AI-generated documents.

Create a new criterion

1. Click "+" in the left column header.

2. A new "New Criterion" item appears in the list and is automatically selected.

3. Fill in the fields in the right column:

   Field	Required	Notes
   Criterion Name	Yes	Short name describing the rule (e.g., Must include acceptance criteria)
   Document Type	Yes	Applicable document type: Business Requirement Document (BRD), Functional Requirement Document (FRD), or Technical Requirement Document (TRD)
   Detailed Description	No	Full explanation of the logic, constraints, and conditions for applying the rule

4. Click "Save Changes". A System Code is generated automatically and shown in the read-only field above.

Edit a criterion

Click an item in the list → edit in the right column → click "Save Changes". A yellow dot appears next to the item name when there are unsaved changes.

Discard changes

Click "Discard" (Undo icon) to revert the form to the original values. This button only appears when there are unsaved changes.

Delete a criterion

Hover over an item in the list → click the trash icon 🗑️ → confirm in the modal.

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System Prompts tab

Manages the system prompts used to steer how the AI Agent responds and generates documents. The form structure is similar to Criteria: Name, Type (BRD/FRD/TRD), and the prompt content (large textarea).

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Specifications tab

Stores technical specifications used as reference context when generating documents. The form contains: Name, Code (auto-generated), Type (BRD/FRD/TRD), Detailed Description.

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Model Config tab

Configures the LLM provider and parameters for the project:

Field	Notes
Model Name	Model name (e.g., gpt-4o, claude-3-5-sonnet)
Provider	Provider (dropdown)
Parameters	Technical parameters in JSON (temperature, max_tokens...)

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Searching within a list

Each tab has a search input at the top of the left column — it filters by name, code, or description in real time. Click X to clear the filter.

Set up Criteria first

Fill in the Criteria tab completely before the other tabs. Criteria is the standard the AI uses to self-evaluate document quality during generation — missing criteria means the output has no benchmark to compare against.

Next step

Once configuration is complete, proceed to 05 — Define workflows to set up the workflows for the project.