Projects & Documents
Projects & Documents
Projects & Documents
Everything in Pyramid AI starts with two building blocks: projects and documents.
Think of it like a filing system:
A project is a container that groups related documents together. When you ask a question or run a compliance check, you always specify which project to search — the AI only looks at documents in that project.
Why projects matter:
Deleting a project requires removing all its documents first. This prevents accidental data loss.
A document is any file you upload to a project. Once uploaded and processed, the AI can search through it to answer questions, verify compliance, and power chat conversations.
Every document goes through a series of states from upload to ready:
Documents are only searchable after reaching completed status. Queries against a project with documents still processing will not include those documents in results.
When a document is processed, Pyramid splits it into chunks — small, overlapping sections of text (typically a few paragraphs each). This is how the AI finds relevant information quickly without reading the entire document every time.
When you get a response from the Agent or Check APIs, the sources array tells you exactly which chunks were used — including the document name and the specific section.
You don’t manage chunks directly. They’re created automatically during processing and cleaned up when a document is deleted.
Here’s how a typical flow works, from project creation to getting answers:
Most construction clients create one project per physical site or contract. All handbooks, method statements, and safety documents for that site go into one project.
Some documents (like company-wide safety policies) apply to every project. Upload these to each relevant project, or use the platform UI to manage organization-level documents.
A compliance team might create separate projects for different standards:
Then run compliance checks against the appropriate project depending on what they’re verifying.