# First Project for your Business Consultant

#### **Step 1: Navigate to the Projects Section**

Upon logging into your account, head to the **Projects** section from the left-hand menu. If you haven’t created a project yet, you will see a prompt informing you that no projects have been set up. Click the **"Create Project"** button to begin.

#### **Step 2: Set Up Your Project Details**

In the **"Create Project"** screen, you’ll be guided through the project setup process. Fill in the following details:

* **Project Name**: Provide a name for your project. This could be a company name, a customer project name, or a title that clearly represents the project’s purpose.
* **Description**: Add a description that gives context to your project. This will help in keeping track of multiple projects and understanding their unique goals.
* **Project Language**: Select the primary language for the project content. This option ensures any generated data or analysis aligns with your project’s linguistic requirements.
* **GPT Instructions**: (Optional) Provide any specific instructions or guidelines you want your project to follow during evaluation and report generation.
* **Related URL**: (Optional) Add a related URL if your project has an online presence or reference.
* **Tags**: Organize your projects by adding relevant tags, such as a site name or topic, to help with categorization.

<figure><img src="https://3690685269-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBR3CBBuKTCyN9coqXlRf%2Fuploads%2Fd0KApoqKH6grhxyIRaaK%2F2025-02-09_20-30-18.png?alt=media&#x26;token=cde0d563-8c1c-4566-a143-9b72ecbd80a0" alt=""><figcaption></figcaption></figure>

#### **Step 3: Fetch Real-time Reference Data (Optional)**

If you’ve added a URL, you can choose to **"Fetch real-time reference data"** to auto-populate related content in the **Reference Data** section. This feature pulls relevant details and insights directly from the provided URL, saving you time and enhancing the project’s scope.

<figure><img src="https://3690685269-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBR3CBBuKTCyN9coqXlRf%2Fuploads%2F21S8nS2Z9nYBxRSE5aYK%2F2024-10-22_05-55-38.png?alt=media&#x26;token=54878c80-b889-4be8-9660-275b12aead78" alt=""><figcaption></figcaption></figure>

Once you’ve filled out these details, click on the **"Create Project"** button at the bottom.

#### **Step 4: View the Created Project**

After creating the project, you will be redirected to the **Projects** overview, where the newly created project is displayed as a card. The project card provides a quick snapshot, showing details such as the project’s name, creation date, language, and a brief description.

You can click on **"Project Details"** to explore the project further or to manage associated tasks and evaluations.

<figure><img src="https://3690685269-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBR3CBBuKTCyN9coqXlRf%2Fuploads%2FfAHpfyqCAjMYUqtD5iyy%2F2025-02-09_20-30-28.png?alt=media&#x26;token=41048bf3-e7a1-43e2-83cb-5018bbddc850" alt=""><figcaption></figcaption></figure>


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