- Getting Started
- Administration
- Manage Sources and Datasets
- Understanding the data structure and permissions
- Create a data source in the GUI
- Uploading a CSV file into a source
- Create a new dataset
- Multilingual sources and datasets
- Enabling sentiment on a dataset
- Amend a dataset's settings
- Delete messages via the UI
- Delete a dataset
- Export a dataset
- Using Exchange Integrations
- Preparing Data for .CSV Upload
- Model Training and Maintenance
- Understanding labels, entities and metadata
- Label hierarchy and best practice
- Defining your taxonomy objectives
- Analytics vs. automation use cases
- Turning your objectives into labels
- Building your taxonomy structure
- Taxonomy design best practice
- Importing your taxonomy
- Overview of the model training process
- Generative Annotation (NEW)
- Understanding the status of your dataset
- Model training and labelling best practice
- Training with label sentiment analysis enabled
- Train
- Introduction to 'Refine'
- Precision and recall explained
- Precision and recall
- How does Validation work?
- Understanding and improving model performance
- Why might a label have low average precision?
- Training using 'Check label' and 'Missed label'
- Training using Teach label (Refine)
- Training using Search (Refine)
- Understanding and increasing coverage
- Improving Balance and using 'Rebalance'
- When to stop training your model
- Using Analytics & Monitoring
- Automations and Communications Mining
- FAQs and More
Create a new project
User permissions required: 'Tenant Admin'.
You can consider Projects as restricted workspaces. Sources and datasets are both linked to specific projects when they are created, and users must be part of a project (and have the correct user permissions) to view any of the data linked to it.
For Automation Cloud users, every tenant has a 'Default Project' that all users within the tenant have access to. Before uploading data, creating datasets and training models, it's strongly recommended to create a new project with access limited to only those individuals who require access to that data. Once created, it's difficult to move data sources and datasets into different projects.
Follow these steps to create a new project.
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As a Communications Mining Admin, navigate to the Communications Mining Administration page and select the cog icon (A) in the top right section of your page.
Manage access tab -
Navigate to the Manage Access tab (B).
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On the Manage Access tab, select the 'All projects' button (1) in the top left to open the Manage your projects pane.All projects modal
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Select the New button (2) to create a new project.
You will then be prompted to fill out the following information around the dataset:
| 1 | Give your project a name | Give your project a clear, distinguishable name. Once you’ve set the project name, you cannot change it. |
| 2 | Choose the founding user | You will be prompted to select a founding user from the list of users currently in the platform. If you are an admin, you can put yourself as the founding user and add any subsequent users to the platform after. If you select someone else as a founding user, they will need to add you to the project. |
| 3 | Provide a title and description for the project (optional) | Provide a clear, distinguishable title and description for your project. |
Once the project has been created you can then proceed to create/add users, data sources, and datasets on the given project on the newly created project.
