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Manage projects

Projects are the core organizational unit in Biel.ai where you configure your chatbot's behavior, data sources, and security settings.

View all projects​

The Projects dashboard displays a list of all your projects.

Projects list

Project detail page​

From the Projects dashboard, click on a project name to open its detail page.

Project details

Here you can:

Project information​

  • View the project ID
  • Access the code snippet to embed the chatbot widget
  • Access the project details using the Settings button

Testing and monitoring​

  • Test your chatbot widget using the New chat button
  • Recrawl sources to update indexed content
  • View crawl logs to troubleshoot indexing issues
  • Access detailed project analytics

Chat management​

  • View all chat entries and conversation history
  • Filter conversations by sentiment
  • Click on any chat entry to view its details

Project actions​

  • Delete the project

Chat detail view​

From the project detail page, click on any chat entry in the conversation list to view its full details.

Chat details

This view shows detailed information about that specific conversation:

User information​

  • Email address (if provided)
  • Country and IP address
  • Sentiment analysis of the conversation

Conversation metadata​

  • URL where the chat originated
  • Date and time of the conversation
  • Full conversation history

Actions​

  • Download: Export the chat in PDF, Excel, or CSV format
  • Delete: Remove the chat entry

Bulk actions​

Select multiple chat entries using the checkboxes and access the Select action dropdown to perform bulk operations:

  • Archive chat entries: Archive conversation history to keep your project organized while preserving data.
  • Export chat entries: Download conversation data in bulk for analysis or record-keeping. Available formats include CSV, PDF, and Excel.
  • Delete chat entries: Permanently remove selected conversations from your project.

Project settings​

From the project detail page, click the Settings button (located in the top right) to access the configuration options.

Project settings

important

Only Administrator or Maintainer roles can manage project settings. See Manage roles.

Project details​

Configure basic project information:

  • Name: Change the project display name.
  • Demo page: Enable or disable the demo page for testing your chatbot.

Sources​

Select and configure data sources for your project. Sources determine what information your chatbot can access to answer questions.

Available source types:

  • URLs: Index specific web pages.
  • Sitemaps: Index entire websites using XML sitemaps.
  • GitHub: Index GitHub repositories directly.
  • Confluence: Connect your Confluence workspace to index documentation.
  • OpenAPI files: Import API specifications to provide accurate API documentation.
  • Files: Upload documents (PDF, CSV, Excel, Word, TXT, MD).

For detailed configuration instructions, see Sources.

Restrictions​

Control access to your chatbot:

  • Require authentication for all API access: When enabled, all API access requires authentication. Available from Business plan. See API authorization.
  • Allowed domains: Only domains from this list will be able to use your chatbot widget.

UI settings​

Customize the user interface and initial user experience:

Search filters​

Configure filters that allow users to narrow search results by category in the search widget:

  • Title: The label shown to users (for example, API, Guides, Blog).
  • Pattern: A case-insensitive regular expression matched against result URLs. For example, /tutorials/.* matches all pages under /tutorials.

Filters appear in the search widget only when hide-filters is set to false on the widget and the user has started typing a query. For more details, see Search filters.

LLM settings​

Configure the AI model and behavior:

  • Select model: Choose from GPT or Claude models based on your needs and subscription plan. See Models.
  • Define prompt: Extend the default AI Assistant or create a custom prompt for specialized behavior. See Custom prompt.
  • Enable think mode: Activate deeper AI reasoning for complex questions. See Reasoning modes.

Data privacy​

Enhance user privacy and comply with regulations:

  • Remove PII: Automatically detect and remove personally identifiable information (names, emails, phone numbers) from conversations.
  • Disable IP collection: Stop collecting IP addresses to enhance privacy (affects some analytics features).

For comprehensive privacy configuration, see Data privacy.

MCP settings​

Configure Model Context Protocol integration to connect AI coding assistants to your project:

  • Enable MCP server: Allow access to this project through the Model Context Protocol.
  • MCP server name: Set a custom name for the MCP server.
  • Metadata tag: Define a tag to identify conversations originating from MCP.

For setup instructions, see MCP server.