Manage projects

Each project has its own sources, assistant settings, access controls, and analytics.

View all projects

Open Projects in the dashboard. Starter, Professional, and Business include unlimited projects. If your trial has ended, choose a paid plan to reactivate them.

Project detail page

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

Task	Control
Find the project ID or installation code	View the ID on the project page. Click Snippet, then AI Assistant or AI Search to copy the code.
Test an answer	New chat.
Update indexed content	Refresh sources. The status changes from Sources loading to Sources loaded.
Check indexing errors	Logs or View logs.
Review usage	Analytics in the top navigation, then select this project.
Open the public demo	Demo, when enabled.
Change settings	Settings.
Find a conversation	Filter by date, sentiment, status, or metadata. For IDs, enter at least four characters and separate multiple IDs with commas.

Chat detail view

Select a conversation to read its history, originating URL, date, user information, and sentiment. Email, country, and IP information appear when available.

Use Download to export the conversation as PDF, Excel, or CSV. Use Delete to remove it.

Bulk actions

Select chat entries using the checkboxes, choose an option from Select action, and click Apply:

• Archive selected: Move conversations to the archived list while preserving their history. Set the Status filter to Archived to view them and use Unarchive selected to restore them.
• Export selected to CSV, Export selected to XLS, or Export selected to PDF: Download selected conversations.
• Delete selected: Remove selected conversations from the dashboard.

Project settings

Click Settings at the top right of the project page.

important

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

To permanently delete a project and all its data, open General and use the Delete project section at the bottom of the page.

Each section card has its own Save button. On Sources, one Save button saves the configuration across all source types. File uploads are saved as soon as they finish. Click Refresh sources after changing sources to index the updated content.

General

• Name: Display name for the project.
• Demo page: Enable or disable the public demo page used for testing.

Sources

Select a source type to add or edit content. See Sources for supported providers, formats, and setup steps. File uploads are available after you create the project.

Assistant

Three sections, each with its own Save button:

• Conversation: the Welcome message and suggested questions shown when the chat opens. See Initial message and Suggested questions.
• AI model and instructions: model selection, prompt configuration (default prompt or custom prompt), and web search. See Models, Custom prompt, and Web search.
• Actions: buttons the assistant can suggest when users need to take a next step. See Actions.

Search

Two sections:

• Search Filters: filter chips that narrow search results by URL pattern. See Search filters.
• Boost Rules: rank specific URLs higher in search results. Available with the boost permission.

MCP

Configure Model Context Protocol integration so AI coding assistants can talk to this project.

• Enable MCP server: Allow access through MCP.
• MCP server name: Custom name using letters, numbers, hyphens, and underscores, such as acme-docs. Leave blank to use the project name.
• Metadata tag: Tag used to identify conversations originating from MCP.

Available on every plan and during your trial. See MCP server.

Security & Privacy

Two sections:

• Data Privacy: toggle PII redaction and IP-address collection. See Data privacy.
• Access Control: require authentication for API access (Professional and higher), and restrict which domains the assistant widget runs on.

Integrations

Connect channel integrations from their cards. Discord and Slack have a Connect button that opens authorization. Microsoft Teams provides a downloadable manifest and a setup token. Each integration has its own setup controls.

• Discord: see Discord.
• Slack: see Slack.
• Microsoft Teams: see Microsoft Teams.

Crawl scheduling and limits

Click Refresh sources to update content manually, or use the automatic schedule below.

Automatic recrawl schedule

Biel.ai recrawls a project's sources automatically based on your team's plan:

Plan	Automatic recrawl frequency
Business	Every week
Professional, Growth	Every 30 days
Other plans	Use Refresh sources manually

A custom team agreement can override the recrawl interval.

The interval is measured from the start of the last crawl, regardless of whether that crawl succeeded or failed. A project that has never been crawled waits for a manual first crawl, and a project with a crawl already running is skipped until that crawl finishes.

To recrawl a project outside this schedule, or on a plan without automatic recrawl, click Refresh sources.

Source limit enforcement

Plans can limit the total number of indexed pages across all of a team's projects. The Indexed pages usage card on the subscription page shows the pages from the last crawl of each project, pooled across the team. If a crawl would exceed the allowance, Biel.ai stops indexing and emails the team. Reduce the content included in your sources or upgrade your plan, then click Refresh sources again.

Crawl time limit

Crawls that run significantly longer than two hours may be canceled. If this happens repeatedly, contact support.