Projects
A project combines agents, channels, the knowledge base, dialogs, leads, landings, deliveries, automations, analytics, and access settings. Work in Senler AI typically begins by selecting or creating a project.
Think of a project as a workspace for a company or direction. Inside the project, you configure message sources, agents, team permissions, variables, event history, and answer materials.
Main tasks
- Quick Start - how to prepare the first project, connect a channel, and create and launch an agent.
- Creating and selecting a project - how to create a project, switch between projects, and change its name.
- AI-Sensey - how to ask about the current page and perform available actions from chat.
- Automations - how to build workflows from events, conditions, and actions on leads.
- General project settings - name, avatar, language, API keys, link access, and restrictions.
- Support settings - support schedule, operator assignments, and response SLA.
- Resource Copying - copying agents, deliveries, segments, knowledge base resources, and variables between projects.
How a project works
Messages arrive through channels. The sender becomes a lead, and the conversation is saved as a dialog. The assigned agent follows its instructions and uses the Knowledge Base, variables, and connected tools. You can assess the results in Insight and Statistics.
Segments group leads and define agent assignment rules, landings help collect contacts and consents, and automations connect events, checks, and actions into a workflow. For public pages and subscriptions, copy ready links from the cabinet. A cabinet URL ID and a public identifier can differ, so you should not assemble these URLs manually.
Changes in an agent draft do not affect real dialogs until you publish the new version. This lets you review responses before applying the setup to channels.
Where to start
First create a project or select the required one. The AI-Sensey section opens a full-screen chat, while work sections open through the side menu.
Next, use the side menu to open Channels and connect a message source, then open Agents and create an agent. Add materials to the Knowledge Base, and check real conversations in Dialogs.
Project menu sections
Work sections are collected in the project side menu. Some items are visible immediately, while others are inside expandable groups.
Main items
- AI-Sensey — chat with an assistant that understands the current project;
- Agents — create and configure AI agents;
- Automations — workflows built from events, conditions, and actions;
- Channels — connect platforms that receive messages;
- Dialogs — conversations between customers, agents, and operators;
- Leads — the customer list and lead profiles;
- Ready-made solutions — applications and prepared project scenarios.
Tools group
Select Tools to open the nested items:
Analytics group
Select Analytics to open Insight and Statistics.
The lower part of the menu contains Service and a compact plan-and-limits summary. Service contains links to Senler communities and chats, theme and language controls, and a documentation link. The gear button to the right of the project name opens a separate settings menu. It contains Plan & billing, Limits, Members, and the remaining project settings.
The available items depend on the member's permissions. If a section is absent, check access to it. On a phone, open the side menu first.
Project overview
The AI-Sensey item in the side menu opens the start page with chat. A separate saved link can open the project overview, which shows the project name, a settings link, notifications, storage usage, and quick actions.
The cards open sections available to you: create an agent, connect a channel, add a knowledge base resource, add an MCP server, Variables, Insight, and Statistics. The set of cards follows the sections available to you. If a card is absent, open the corresponding side menu item.
If a ready setup needs to be moved to another project, use copy links: they create a copy inside the account or a temporary import link.