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- Introduction
- Balance
- Clusters
- Concept drift
- Coverage
- Datasets
- General fields (previously entities)
- Labels (predictions, confidence levels, hierarchy, etc.)
- 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
- Create or delete a data source in the GUI
- Uploading a CSV file into a source
- Preparing data for .CSV upload
- Create a new dataset
- Multilingual sources and datasets
- Enabling sentiment on a dataset
- Amend dataset settings
- Delete messages via the UI
- Delete a dataset
- Export a dataset
- Using Exchange Integrations
- Model training and maintenance
- Understanding labels, general fields, and metadata
- Label hierarchy and best practices
- Analytics vs. automation use cases
- Turning your objectives into labels
- Overview of the model training process
- Generative Annotation (NEW)
- 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 does Validation work?
- Understanding and improving model performance
- Why might a label have 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
- Licensing information
- FAQs and more
Communications Mining User Guide
Last updated Mar 4, 2025
Managing projects
Note: You must have the Service Admin role assigned to manage projects.
This section describes how you can manage projects in Communications Mining.
Note: The 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.
Note:
- 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.
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: If you are an organization administrator and select another user as the founding user, you must add yourself to the project after it is created.
Once you create the project, you can add users or groups, and create resources such as data sources and datasets within the project.
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.
