# Manage projects

> For the complete documentation index, see [llms.txt](/llms.txt)

> View, configure, and manage your Biel.ai 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](./images/project-list.png)

## Project detail page

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

![Project details](./images/project-details.png)

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](./images/chat-details.png)

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 (top right) to open the project settings. The settings layout has a left sidebar with seven groups; each group has its own page with one or more sections.

![Project settings](./images/project-settings.png)

:::important
Only **Administrator** or **Maintainer** roles can manage project settings. See [Manage roles](https://docs.biel.ai/administration/roles.md).
:::

The header on every settings page has two top-right actions:

- **Refresh sources**: Re-crawl all configured sources. After clicking, you're sent to the project's chat-list page where the loading status is visible.
- **Delete project**: Permanently delete the project and all its data.

Each section card has its own **Save** button — saving one card never validates the others.

### General

Basic project information:

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

### Sources

Configure the data sources your chatbot can answer from. Pick a source type from the chip selector at the top of the page; each chip reveals its own form.

- **URLs**: Index specific web pages.
- **Sitemaps**: Index entire websites using XML sitemaps. The Sitemaps tab also exposes URL-filter regex patterns to control which sitemap URLs get crawled.
- **GitHub**: Index GitHub repositories directly.
- **OpenAPI**: Import API specifications.
- **Confluence**: Connect a Confluence workspace.
- **Files**: Upload documents (PDF, CSV, Excel, Word, TXT, MD). Available once the project has been created.

For detailed configuration, see [Sources](https://docs.biel.ai/customization/data-sources/overview.md).

### Chatbot

Two sections, each with its own Save button:

- **Conversation UI** — initial greeting message and suggested-question prompts shown when the chat opens. See [Initial message](https://docs.biel.ai/customization/initial-message.md) and [Suggested questions](https://docs.biel.ai/customization/suggested-questions.md).
- **LLM Settings** — model selection, prompt configuration (default AI Assistant or custom prompt), think mode, and web search. See [Models](https://docs.biel.ai/customization/models.md), [Custom prompt](https://docs.biel.ai/customization/custom-prompt.md), and [Reasoning modes](https://docs.biel.ai/customization/reasoning-modes.md).

### Search

Two sections:

- **Search Filters** — filter chips that narrow search results by URL pattern. See [Search filters](https://docs.biel.ai/customization/search-filters.md).
- **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 (defaults to the project name).
- **Metadata tag**: Tag used to identify conversations originating from MCP.

Available from the **Professional** plan. See [MCP server](https://docs.biel.ai/integrations/mcp-server.md).

### Security & Privacy

Two sections:

- **Data Privacy** — toggle PII redaction and IP-address collection. See [Data privacy](https://docs.biel.ai/customization/data-privacy.md).
- **Access Control** — require authentication for API access (Business plan), and restrict which domains the chatbot widget runs on.

### Integrations

Connect channel integrations. Each card links out to the platform's OAuth flow — there's no Save button on this page.

- **Discord** — see [Discord](https://docs.biel.ai/integrations/discord.md).
- **Slack** — see [Slack](https://docs.biel.ai/integrations/slack.md).
- **Microsoft Teams** — see [Microsoft Teams](https://docs.biel.ai/integrations/microsoft-teams.md).