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.

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.

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.

Project overview