ixp
latest
false
- Introduction
- Setting up your account
- Balance
- Clusters
- Concept drift
- Coverage
- Datasets
- General fields
- Labels (predictions, confidence levels, label hierarchy, and label sentiment)
- Models
- Streams
- Model Rating
- Projects
- Precision
- Recall
- Annotated and unannotated messages
- Extraction Fields
- Sources
- Taxonomies
- Training
- True and false positive and negative predictions
- Validation
- Messages
- Access Control and Administration
- Manage sources and datasets
- Understanding the data structure and permissions
- Creating or deleting a data source in the GUI
- Uploading a CSV file into a source
- Preparing data for .CSV upload
- Creating a dataset
- Multilingual sources and datasets
- Enabling sentiment on a dataset
- Amending dataset settings
- Deleting a message
- Deleting a dataset
- Exporting a dataset
- Using Exchange integrations
- Model training and maintenance
- Understanding labels, general fields, and metadata
- Label hierarchy and best practices
- Comparing analytics and automation use cases
- Turning your objectives into labels
- Overview of the model training process
- Generative Annotation
- Dastaset status
- Model training and annotating best practice
- Training with label sentiment analysis enabled
- Training chat and calls data
- Understanding data requirements
- Train
- Introduction to Refine
- Precision and recall explained
- Precision and Recall
- How validation works
- Understanding and improving model performance
- Reasons for label low average precision
- Training using Check label and Missed label
- Training using Teach label (Refine)
- Training using Search (Refine)
- Understanding and increasing coverage
- Improving Balance and using Rebalance
- When to stop training your model
- Using general fields
- Generative extraction
- Using analytics and monitoring
- Automations and Communications Mining™
- Developer
- Exchange Integration with Azure service user
- Exchange Integration with Azure Application Authentication
- Exchange Integration with Azure Application Authentication and Graph
- Fetching data for Tableau with Python
- Elasticsearch integration
- Self-hosted Exchange integration
- UiPath® Automation Framework
- UiPath® Marketplace activities
- UiPath® official activities
- How machines learn to understand words: a guide to embeddings in NLP
- Prompt-based learning with Transformers
- Efficient Transformers II: knowledge distillation & fine-tuning
- Efficient Transformers I: attention mechanisms
- Deep hierarchical unsupervised intent modelling: getting value without training data
- Fixing annotating bias with Communications Mining™
- Active learning: better ML models in less time
- It's all in the numbers - assessing model performance with metrics
- Why model validation is important
- Comparing Communications Mining™ and Google AutoML for conversational data intelligence
- Licensing
- FAQs and more
Important :
Communications Mining is now part of UiPath IXP. Check the Introduction in the Overview Guide for more details.
Communications Mining user guide
Last updated Aug 1, 2025
Managing projects (legacy)
You must have the Tenant Admin permission assigned to create a new project.
Note: The Tenant Admin permission also enabled you to create a new
project when you Creating a dataset.
Projects can be similar to restricted workspaces. When you create sources and datasets, they are both linked to specific projects. Users must be part of a project and have the correct user permissions to view any of the data linked to it.
Note:
- For Automation Cloud users, every tenant has a default project, for example DefaultProject, that all users within the tenant can access.
- Before you upload data, create datasets, and train models, as a best practice, create a new project with limited access only to the users who need it.
- Once data sources are added to a project, these cannot be moved to another project without incurring additional charges.
To create a new project, proceed as follows:
- Log into Communications Mining™, and select the gear icon to access the Administration page.
- Select the Manage Access tab.
Manage access tab
- Select the All projects drop-down menu.
All projects modal
- Select the New button in the Manage your projects modal to create a new project.
- Fill in the required fields with the dataset details, described as follows:
- Give your project a name - enter a clear, distinguishable name. Once you have set the project name, you cannot change it.
- Choose the founding user - select a founding user from the list of users currently in the platform. If you are an admin, you can put yourself as the founding user and add any subsequent users to the platform after. If you select someone else as a founding user, they will need to add you to the project.
- Provide a title and description for the project - optionally, enter a clear, distinguishable title and description for your project.
- Select Create project.
You can now proceed to create/add users, data sources, and datasets to it.
Create a new project modal
Note: You must have the Modify users permissions assigned to add a user to a project.
You can also add existing Automation Cloud users, that can be members of other projects, to one of your projects from your tenant.
To add existing users to a project, proceed as follows:
- Log into Communications Mining™, and select the gear icon to access the Administration page.
- Select the Manage Access tab.
- Select the All projects drop-down menu.
- Select the project to which you want to add the new user.
- Select Add user, which displays a list of users that have access to Communications Mining™ on your Automation Cloud tenant.
- Select from the list the user you want to add to
the project.
Note:
- If the user you want to add is not in the drop-down list, they might not be added yet to the tenant that the Communications Mining service is enabled on.
- An Automation Cloud tenant admin (where Communications Mining is enabled) can add users to that specific tenant. Once this is done, an administrator on Communications Mining can then add the users to specific projects.
Add user modal
You can also add existing users from other projects that you are also part of to another one of your projects.
- Log into Communications Mining™, and select the gear icon to access the Administration page.
- Select the Manage Access tab.
- Select the All projects drop-down menu.
- Select the project to which you want to add the new user.
- Select Add user to project, which displays
a list of users that have access to Communications Mining on your Automation
Cloud tenant.
Note: The list includes only users with whom you share at least one other project.
- Use the search bar to locate a user, or directly select the user from the list to add it to the project.
Add a user modal
