- 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
- Managing your account
- Managing access (Automation Cloud)
- Managing projects (Automation Cloud)
- Maintenance
- Auditing LLM interactions
- Manage sources and datasets
- Understanding the data structure and permissions
- Creating or deleting a data source in the GUI
- Preparing data for .CSV upload
- Uploading a CSV file into a source
- Uploading a PST file
- 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
- Email transform tags
- 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
- 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
- Uploading data
- Downloading data
- Exchange Integration with Azure service user
- Exchange Integration with Azure Application Authentication
- Exchange Integration with Azure Application Authentication and Graph
- Migration Guide: Exchange Web Services (EWS) to Microsoft Graph API
- Fetching data for Tableau with Python
- Elasticsearch integration
- General field extraction
- Self-hosted Exchange integration
- UiPath® Automation Framework
- 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
Create and manage projects in Communications Mining using the IXP Service Admin role in Automation Cloud.
Managing existing projects requires the IXP Service Admin role. To create projects without that role, you need the IXP Project Creator role, or a custom role that includes the Project - Create permission.
This section describes how you can manage projects in Communications Mining.
Creating new projects (Automation Cloud)
The IXP Service Admin role also enables you to create a new project when you create a new 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.
- For Automation Cloud users, every tenant has a default project 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 consuming additional AI Units or Platform Units.
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.
- Select the plus
+button in the Projects section. - Fill in the details of the new project.
- Select Create.
You will be prompted to fill out the following details for the project:
-
Title - enter a title for your project, which will be displayed in the UI. You can edit the title later.
-
Name - enter a name for your project, which will be used in the API. You cannot change the name once the project is created.
-
Description - enter an optional description of the project, which will be displayed in the project title section. The description is editable.
-
Project administrator - choose an Automation Cloud user, including yourself, to be the project administrator. At least one user is required. You can add more users as project administrators later.
Note:The Administrators group is automatically added to every new IXP project and is granted project admin permissions by default. This means that organization administrators who are members of that group have access without adding themselves. The assignment can take up to 2 minutes to propagate, and the new project appears on the home page only after a page refresh.
Once you create the project, you can add users or groups, and create resources such as data sources and datasets within the project.
Editing and deleting projects (Automation Cloud)
To edit or delete a project, proceed as follows:
-
Select a specific project in the Manage Access tab
-
Select the ellipsis for the project name.
-
Select Edit or Delete.
- Edit - allows you to update the Title and Description.
- Delete - prompts a warning pop-up that this action is permanent. Next, select the Delete button in the warning pop-up to confirm the deletion.