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A project is the workspace for your agents: workflows, channels, inbounds, outreach, and the Operate inbox. Projects live under an organization. Each project has its own settings, team, and configurations. For the full project list, editing, and advanced actions, see Manage Projects.

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Prerequisites

  • You are signed in
  • You have an organization (created at signup)
  • You can create projects (owners and admins can; ask an org admin if the button is missing)

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Open Projects

1

Open your organization

Sign in and open the organization where you want the project.
2

Go to Projects

In the main navigation, select Projects. You see existing projects or an empty state.

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Create a project

On the Projects page, select New Project (plus icon, usually top right).

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Fields

Prefer specific names (HR Support Agent) over Project 1 or Test. You can edit name, description, domain, and language later under Admin → Settings.

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Submit

1

Create

Select Create Project. Wait for Creating Project… to finish.
2

Confirm

After success, you return to the Projects list with the new project shown.
You become a project admin. The project is ready to configure under Build, Deploy, Operate, and the other sidebar hubs.

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Field details

Domains include Technology & Software, Artificial Intelligence, Data & Analytics, Customer Support & CX, Sales & Marketing, Financial Services, Healthcare & Life Sciences, E-commerce & Retail, Manufacturing, Education, Legal, HR, Cybersecurity, Logistics, Real Estate, Government, Media, Non-Profit, and Other. Pick the closest fit; you can change it later.
The product supports a large language list (English, Spanish, French, German, Chinese varieties, Japanese, Korean, Hindi, Arabic, Russian, and more). Choose the language you expect most users to speak.

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Troubleshooting

You may lack create permission. Ask an organization admin.
Fill Project name, Domain, and Language. Required fields are marked with *.
Check your connection, confirm required fields, refresh and retry. Contact support if it persists.
Refresh Projects, confirm you are in the correct organization, then sign out and back in if needed.
Select Cancel next to Create Project to leave without saving.

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What’s next?

Build

Knowledge Base, workflows, integrations, Playground, Voice Lab.

Deploy

Channels (including Web Chat) and Inbounds.

Admin → Team

Add organization members to this project.

Admin → Settings

Overview, handover agents, notifications, security, API keys.
Invite people to the organization first (Members), then assign them on Admin → Team. Org billing and phones stay under Organization setup.