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Introduction

Projects in Scalt allow you to organize your agents, automations, and resources in a structured way. Each project typically represents a business domain, department, or specific use case.
Best practice: Create one project per department (Marketing, Sales, Support) or per use case (Lead Generation, Customer Success, Reporting).

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Create a new project

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Via the dashboard

1

Access projects

From your dashboard, click “Projects” in the main menu
2

Create a project

Click the “New project” button
3

Fill in the information

  • Name: A descriptive name (e.g., “Marketing Automation”)
  • Description: Explain the project’s objective
  • Tags: Add tags
4

Configure settings (Enterprise)

  • Visibility: Private or shared with your organization
  • Members: Invite collaborators
  • Permissions: Define access rights

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Project structure

A Scalt project contains several elements:

Agents

All agents (Scalters) created in this project

Knowledge base

Documents and files shared between agents

Tasks history

Logs and results of all executed tasks

Schedules

Scheduled tasks and automatic workflows

Metrics

Analytics and performance reports

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Manage project members (Enterprise)

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Invite collaborators

1

Access settings

Open your project and click “Settings” > “Members”
2

Add members

Click “Invite” and enter your collaborators’ emails
3

Define roles

Choose the access level for each member:
  • Administrator: Full project management
  • Editor: Can create and modify agents
  • Reader: View only

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Roles and permissions

  • Create, edit, and delete agents
  • Manage members and permissions
  • Configure integrations
  • Access project settings
  • Delete project
  • Create and edit agents
  • Launch and schedule tasks
  • Access logs and metrics
  • Add documents to knowledge base
  • View agents
  • See tasks history
  • Access metrics
  • Export reports

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Organize your agents (Enterprise)

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Use tags and labels

Organize your agents with tags to find them easily: 
Recommended tags:
- By function: "marketing", "sales", "support"
- By priority: "critical", "important", "normal"
- By status: "production", "test", "development"
- By frequency: "real-time", "daily", "weekly"

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Share resources between agents

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Shared knowledge base

All agents in a project can access the shared knowledge base:
1

Upload documents

In “Knowledge base”, add your files (PDF, Word, Excel, CSV…)
2

Organize by categories

Create thematic folders (Products, Processes, Customers…)
3

Automatic indexing

Scalt automatically indexes your documents for agent access

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Shared tools

Configure once, use everywhere:
  • Integrations: Connect Slack, Gmail, CRM once
  • Custom MCPs: Define your endpoints at project level
  • Webhooks: Receive notifications for all agents

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Monitor project performance (Enterprise)

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Analytics dashboard

Access your project’s key metrics:

Executions

Total number of tasks executed

Success rate

Percentage of successful executions

Cost

Credit consumption

Execution time

Average task duration

Active agents

Number of agents in production

Time savings

Automated hours

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Alerts and notifications

Configure alerts to stay informed:
  • Execution failure: Be notified in case of error
  • Budget exceeded: Alert if cost exceeds a threshold
  • Performance degraded: Notification if execution time increases
  • Quota reached: Alert before reaching limits

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Organization settings (Enterprise)

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General configuration

  • Project name and description
  • Tags
  • Default timezone
  • Agent language
  • Two-factor authentication (2FA)
  • IP whitelist
  • Automatic API key rotation
  • Audit logs
  • Monthly credit limit
  • Payment method
  • Billing history
  • Consumption reports
  • Email, Slack, Teams, Webhook
  • Report frequency
  • Events to monitor

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Duplicate a project

To create a test environment or deploy to another organization:
1

Select the project

Access the project you want to duplicate
2

Duplicate

Click “Actions” > “Duplicate project”
3

Choose elements

Select what you want to copy:
  • ✅ Agents and their configuration
  • ✅ Tools and integrations
  • ✅ Knowledge base
  • ❌ Tasks history (not copied)
  • ❌ Members (to be re-invited)
Credentials and tokens are never copied for security reasons. You will need to reconfigure them in the new project.

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Delete a project

To delete a project:
1

Select the project

Access the project you want to delete
2

Delete

Click in the 3 dots menu and select “Delete project”
Irreversible action: Deleting a project results in permanent loss of:
  • All agents
  • Tasks history
  • Logs and metrics
  • Knowledge base
To prevent a wrongful deletion, we ask you to delete agents and tools before deleting your project. Remember to export your important data before deleting!

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Best practices

  • One project = one clearly defined business domain
  • Use descriptive and consistent names
  • Document each project’s objective
  • Create a “Test” project to experiment
  • Invite only necessary people
  • Use principle of least privilege
  • Document your agents for other members
  • Share best practices via knowledge base
  • Regularly monitor metrics
  • Archive obsolete agents
  • Optimize agents that consume heavily
  • Set up preventive alerts
  • Enable 2FA authentication
  • Review access quarterly
  • Use environment variables for secrets
  • Regularly audit logs

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Next steps

Create your first agent

Use Scalt Assistant to create an agent

Configure integrations

Connect your favorite tools