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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

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Industry setup

Pick your industry and the project sidebar shows a setup page for it, such as Dental → Practice setup or Legal → Firm setup. The page is split into tabs of the questions customers ask most in that industry, for example insurance and new patients for dental, or response times and service area for restoration. Your agents see the answers only where you use them: each answer is a {{ }} variable that you insert in a workflow prompt from the variable picker.
Prefer specific names (HR Support Agent) over Project 1 or Test. You can edit name, description, industry, 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

Industries include Restoration, Real Estate, E-commerce, Insurance, Automotive, Healthcare, Banking & Finance, Hiring, Restaurants, Dental, Travel & Hospitality, Legal, Logistics, Education, B2B SaaS, HVAC, Spas, Gyms, 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, Industry, 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.