Creating Your First Project in Atarim
Ways to connect a site — but only one unlocks the full AI web agency.
Click “Add Website” and you land on “Add a web project — choose how to connect your site.” Four options are offered side by side, but they're not interchangeable: only one of them unlocks direct AI execution, and the modal itself is upfront about that distinction. This walkthrough covers each option, attaching the project to a client, and what happens right after.
Step-by-Step Guide
Option 1: Install the WordPress Plugin — The Full AI Web Agency
Labeled in the modal: “The full AI web agency. Works on your live site and does the work for you.”
Instructions:
- From “Add a web project,” select Install the WordPress plugin.
- Enter your WordPress site URL. The panel addresses the performance question directly: “The plugin lets the AI work on your live site and adds collaboration tools too. It is light and will not slow your site down.”
- Follow the install prompts to install and activate the plugin on your site.
Once connected, this unlocks the full Do It execution layer plus one-click Autologin into any site in your fleet, so team members don’t need to share WordPress credentials. Execution abilities span content, core, metadata, media, navigation, taxonomies, users, settings, and plugin management (install free WordPress.org plugins, activate, update, deactivate, delete), plus block-level and template-level control: block navigation, patterns, templates, theme files, themes, global styles, and Gutenberg blocks.
Install via Plugin Download (Manual Upload)
Install the Atarim plugin by downloading the latest plugin file and manually uploading it to your WordPress site. Learn More About The Plugin Settings.
Instructions:
- From “Add a web project,” select Install the WordPress plugin.
- Click Download Plugin (WordPress Plugin) to download the latest version.
- Log in to your WordPress Dashboard and go to Plugins → Add Plugin.
- Click Upload Plugin.
- Click Choose File and select the downloaded Atarim ZIP file.
- Click Install Now.
- Once installation is complete, click Activate Plugin.
- On the connection screen, click Connect site.
- Choose the workspace where you want to add the project.
- Close the confirmation window and return to your website. You’ll see the Atarim plugin installed on your site.
What you get with the plugin
- Works on secure and login-protected pages, since it runs inside WordPress rather than fetching the page externally
- Collaboration works in the WordPress admin too, not just the front end
- Auto-login from the Atarim dashboard into wp-admin
- Guest Mode — clients can comment without a WordPress account
Option 2: Add a Quick URL
Labeled in the modal: “Point and comment on any live site. For quick reviews. No work gets done.”
Instructions:
- From the Projects screen
- Click Add website
- Select Add a quick URL.
- Paste the website URL and confirm
This is the right starting point for non-WordPress sites, or a WordPress site where installing the plugin isn’t yet possible.
Option 3: Install a Script
Labeled in the modal: “For sites behind a login and web apps. Review and comment only.”
Instructions:
- In Add a web project
- Select Install a script.
- Enter your website URL.
- Click Generate Script.
- Copy the generated script tag.
- Paste the script into the <head> or footer of every page where you want to collect feedback. Add it to each relevant page, not only the homepage.
Best suited for internal tools, staging environments behind auth, or single-page apps a plain URL can’t reach. Like Quick URL, this is review-and-comment only.
What you get with the script
- Works on any platform where you can add a script to the page — not just WordPress
- Loads Atarim on the actual live page, not inside a proxy or iframe
- Works on login-protected pages, using the viewer’s own session — so they’ll need to be logged in to collaborate there
Option 4: Chrome Extension — For a Quick, No-Install Review
Labeled in the modal: “Review and comment on any site, right from your browser. Best for your team.” The extension’s own panel adds more detail: “Review and comment on any site or web app, straight from your browser. No plugin or script needed.”
Instructions:
- From “Add a web project,” select Install the Chrome extension, or install it directly from the Chrome Web Store.
- Browse to the live site you want to review — no installation needed on the site owner’s side.
- Use it for ad hoc reviews of sites you don’t manage directly, or a fast first look before a formal project exists.
FAQs
Can I create multiple projects at once?
Yes — you can add as many projects as your plan allows, each as its own URL or design upload. They’re added one at a time rather than in bulk.
What if my client has never used Atarim?
You can share a link that lets clients view and comment on the project without needing an account or anything installed on their side.
Which method should I use for a new client site?
For WordPress sites, install the plugin as soon as possible for full “Do It” capability. For anything else, URL is the right starting point. The Chrome Extension is best reserved for one-off reviews of sites you don’t manage directly.
Does using the Chrome Extension require the client to install anything?
No — the extension is installed on your side only, which is exactly why it’s useful for a quick, no-install look — but it doesn’t unlock direct AI execution.
What happens if I don’t assign a project to a client?
It’s created as a plain internal folder — you can still organize it under a client later.
Do Website Owner-created projects need agency approval?
No — they’re created immediately and simply appear in the agency’s workspace under the existing Client relationship.
Where do I approve workflows and set a budget for a new client project?
Open the project’s dashboard and use the Scheduled Work panel’s “Review the plan” button to approve workflows, and “Set monthly budget” if one hasn’t been set yet. The top-bar “+ Get More Done” button is for credit allocation, not workflow review.
Conclusion
Creating a project is instant regardless of method, but the connection method you choose determines how much the AI can do directly — the WordPress plugin unlocks the most, URL collaboration is the flexible default for everything else, and the Chrome Extension is a fast, no-install option best reserved for one-off reviews. Whether it lives inside a Client folder or not determines whether the full client experience is active on it from day one.
Tips & best practices
- Install the WordPress plugin whenever the site supports it — it's the difference between feedback and direct execution.
- Always attach new client work to a Client folder rather than leaving it unassigned, so the Client
- Dashboard and related features activate correctly.
- Review the AI's discovery findings before saving the Project Brief — they're editable, not final.