First Steps - Creating your project

Manu da Silva Updated by Manu da Silva

Getting Started - Creating Your Project

During the registration and login step, you already created your first organization and project. To add a new organization, simply click on "Create Organization" button.

Here, you will need to enter the following information:

  1. Organization Name: This will be the name that appears on the home screen.
  2. Description: A brief description of your team and activities.
  3. Project Name: The name you will assign to your project to differentiate and organize it.
  4. Next

After filling in the fields above, click the "Next" button and proceed to the next step to create your project. You can choose between creating a custom agent or using a template. To start by creating an agent, simply fill in the following fields:

  1. Agent Name;
  2. Goal;
  3. Content (Optional).
Clearly define the main objective of your agent when interacting with customers. For example: "Help customers find products that meet their needs" or "Provide technical support." This will guide conversations in a direct and assertive manner.
By adding a content base, you enable your intelligent agent to respond effectively to users. Easily import essential information by dragging and dropping files, with the text automatically integrated. Additionally, you can add content directly from websites or copy and paste what you need into the database.

Templates are pre-built flows with specific purposes, divided into three categories: support, integrations, and sales. When you click on any of the cards related to a template category, a pop-up will appear detailing its general use.

Choose between creating a personalized agent or using a template to complete the final step of your project. Dóris will appear on your screen, indicating that your project was successfully created. See the image:

After following the steps to create an organization and project, you can start adding your team by configuring permissions.

People added to the organization will have access to all projects created within it.
To learn more about the permissions' system, click here.

Add members to your organization by clicking the dropdown menu and then "Manage Members." See the image:

(1)Enter the email of the person you wish to invite and click "Add" (1). Set the permission (2) for each person as needed. Once you're done, you can click the "Add" button.

The members you add will receive an invitation email to join the organization. See the image:

To learn more about the permissions' system, click here.

After creating your organization, project, and adding your team members, you'll be ready to fully leverage the potential of the Weni Platform.

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