> ## Documentation Index
> Fetch the complete documentation index at: https://irisdocs.prescientlabs.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Setting Up an Engagement

> Prepare a new Iris engagement with the right client context, scope and evidence plan.

Before creating the engagement, define the business question outside the tool.

## Minimum setup inputs

Prepare:

* client or workspace;
* project name;
* business objective;
* process boundary;
* relevant teams;
* expected stakeholder groups;
* evidence sources;
* intended deliverable.

## Naming convention

Use names that make the engagement recognisable later, for example:

**Client — Process — Quarter/Year**

Avoid generic titles such as “AI Project”.

## Write useful project context

Good context explains:

* what the client wants to understand;
* why the issue matters now;
* which process is in scope;
* important exclusions;
* known systems or constraints.

Do not pre-load the engagement with conclusions you want the evidence to prove.

## Before inviting participants

Confirm the stakeholder plan and participant communication first. The client should understand why interviews or observations are being requested.

<Note>
  Exact buttons, required fields and current workspace setup flow are **\[PRODUCT DETAIL TO CONFIRM]** and should be captured with current screenshots before external publication.
</Note>