Projects

A project is a workspace for your company, team, or business area. Connect communication channels, configure agents and automations, and add reference materials for replies. Conversations, customers, and results are available in one place.

You can work in several projects, for example to manage store support and customer training separately. Invite members and set their access permissions.

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 - project name, avatar, and language.
• 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. Funnels show each lead's current stage.

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.

Conversations and leads

• 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.

Tools group

Select Tools to open the nested items:

• Deliveries;
• Landings;
• Segments;
• Plugins.

Analytics group

Select Analytics to open:

• Funnels - lead stages and transitions;
• Insights - analysis of results and recommendations for improvement;
• Statistics - spending, messages, leads, and automation speed.

Ready-made solutions appears below Analytics: choose a suitable solution and install it in the project.

Project settings

Click the gear beside the project name.

The separate settings menu contains Plan & billing, Limits, Members, the Knowledge Base, MCP servers, and other project settings.

The bottom of the main menu shows limit indicators and Service, with links to Senler communities, documentation, language, and theme controls. Available work sections depend on member permissions.

Project overview

AI-Sensey opens the assistant chat. The project also has an overview page at /cabinet/project/PROJECT_ID/dashboard, showing its name, notifications, storage usage, and quick actions. This page has no separate item in the main menu.

The cards open sections available to you:

• create an agent;

• connect a channel;
• add an MCP server;
• add a knowledge base resource;
• Insight;
• Statistics;
• Variables.

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.