Projects

Organize your Flows and Resources

Description

Projects are collections of Flows and other Resources, like:

Project Overview

Select a Project from the list of available Projects when starting out with COGNIGY.AI. Next time you sign in we take you back directly to your last used Project.

To see the overview of all Projects click the COGNIGY.AI logo in the top left. You can sort Projects by creation date or name in the top right drop-down.

Creating a Project

In case your user account has the permission to create a project you have to perform a two step process:

  • Click the New Project button in the bottom right
  • Enter a name for your new Project
  • Optional: Select a color for your project for easy recognition
  • Optional: Select a Project Template as a starting point
  • Click "Create"

If no template was selected, an empty Project will be created and you will be redirected to its Dashboard.

If a Template was selected, the Dialog will show a progress indicator for the creation of the project.
As soon as it finished, you can open the Project from the Dialog.

Project Dashboard

This is where you manage your Flows and powerful Resources such as Endpoints, Lexicons, Playbooks, Forms, database connections, NLU connectors.

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Search Resources

You can use the search bar to quickly access Resources in large Projects.

Creating a Resource

Click the New Item + button to create a new Flow or Resource.

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Filter and sort items

You can filter items by type and change the sort order of the left hand item pane.

Cloning a Resource

You can use the Clone feature to duplicate a Resource within your current Project.

  1. Click the Secondary Action menu icon (three dots) of the relevant Resource
  2. Click Clone
  3. Rename and confirm

Renaming a Resource

  1. Click the Secondary Action menu icon (three dots) of the relevant Resource
  2. Click Rename
  3. Rename and confirm

Deleting a Resource

  1. Click the Secondary Action menu icon (three dots) of the relevant Resource
  2. Click Delete and confirm

Analytics

The Project Dashboard displays analytics information aggregated across all Flows within your Project.


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