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Projects are organizational containers that group related work together, including Data Connectors, taxonomies, and sensitivity detection settings. Think of a Project as a workspace for a specific initiative.

Example Use Cases

A project is typically named after the AI application or initiative it feeds:
  • Support Chatbot for Product Docs, curating the current manuals and FAQs a customer-facing chatbot answers from, with PII detection enabled
  • Sales Agent Brain, equipping an account agent with signed contracts, pricing sheets, and renewal terms
  • Contract Analysis 2024, processing legal contracts for the annual review

Project Components

Project Structure

Sensitivity Detection Options

When creating a project, you can enable automatic sensitive data detection:
Enable sensitivity detection to automatically flag documents containing protected information. This is especially useful for compliance workflows in healthcare, finance, and legal industries.

Workflow Example

1

Create a Project

Give your project a descriptive name and optional description.
2

Connect Data Sources

Link one or more Data Connectors to bring in your documents.
3

Define Scope with Data Slices

Optionally filter to specific documents using a Data Slice.
4

Attach Taxonomies

Select which tag hierarchies to apply for metadata extraction.
5

Enable Sensitivity Detection

Turn on PII, PHI, or PCI scanning if needed for compliance.

Python SDK


API Reference

Create Project

Create a new project

List Projects

List all your projects

Get Project

Retrieve a single project

Get Sensitive Data

Review detected sensitive data