Creating and selecting a project

Creating the first project

If the account has no projects yet, the cabinet opens the project creation page in first-run mode.

1. Keep the suggested “My first project” name or replace it with your own.
2. Click Next or press Enter.
3. After creation, the project becomes current and its start page opens.

You can change the name later in the general project settings.

Creating an additional project

Open the current project menu at the top of the sidebar and click the plus button. On the project creation page, enter a name and click Next.

Selecting another project

Open the current project menu at the top of the sidebar. If there are many projects, find the required one by name using project search, then select the project from the list. The cabinet opens the same available section inside the selected project or its start page.

The top of this menu shows the current plan and project ID. Click the ID to copy it in full. The gear button beside the project name sits outside the drop-down and opens the current project settings.

Before changing an agent, channel, knowledge base, or settings, always check the current project name in the sidebar.