Project

To access this menu, go to the sidebar and select Project.

This menu allows users to manage all project within GLChat. Users can add, edit, or delete applications as needed.

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Create New Project

To create a new application, click New Project.

Step 1: Setup Project

Fill in the required fields and configure optional settings as needed.

1. Required Fields

   1. Project ID Enter a unique identifier for the application. This ID is used internally for system management and tracking.

   2. Project Name Specify the display name of the application. This name will appear in the user interface.

   3. Description Provide a brief summary of the application's purpose or functionality.

2. Optional Fields

   1. Supported Agents Select one or more agents to associate with this application. These agents will handle specific user inquiries and related use cases.

Advanced Settings

1. Project Logo

   This section allows you to customize how the project displays its logo.

   1. Use Organization Logo When enabled, the project will automatically use the same logo configured in user Organization Management settings.

   2. Show Application Logo Enable this option to display the project logo on the New Chat page.

2. RAG Pipeline Select a Retrieval-Augmented Generation (RAG) pipeline to define how the system retrieves external information and integrates it into responses.

3. Preset ID Choose a preset configuration that determines the application’s behavior. Available presets depend on the selected RAG pipeline.

4. Connector Pick external connectors (apps or data sources) to integrate with your system. Only connectors registered under Organization Management are available.

5. Knowledge Base Select the knowledge base to use for retrieving domain-specific information. You can add or manage knowledge bases from the Knowledge Base tab in the left sidebar.

6. Question Library Curate a Question Library of frequently asked questions (FAQs), either sourced automatically from the knowledge base or added manually.

7. Prompt Builder Catalog Entries Customize or extend default prompt templates to fit your use case. You can also enable syncing to automatically inherit updates from the master template.

8. LMRP Catalogue Entries Define system-level prompts for advanced or technical instructions. Similar to prompt templates, these can be synced to automatically apply master template updates.

After filling in the form, click Next to manage application access, or Cancel to discard the setup.

Newly created project are not automatically connected to any knowledge base.

Step 2: Manage Access

Use this tab to grant users access to an existing application. This tab will only be active after the application setup is complete.

Before assigning access, ensure the user, team, or domain has already been added in User Management. To grant access, click Assign User, then complete one of the following options:

1. Account Select individual user accounts to grant access manually, regardless of their email domain.

2. Team Select a team to grant access to all members of that team.

3. Organization Domain Enter a domain (e.g., example.com) to automatically grant access to all users with matching email addresses.

Once done, click Save. The assigned account or domain will appear in the access list.

The project creator automatically has full access to the project.

Step 3: Channel

Define how and where users interact with GLChat.

Select your preferred channel and interface type from the available options:

1. Web Widget Embed the chatbot into an existing website as a Floating Widget (corner button) or a Half-Page Widget (expanded view). For detailed implementation instructions, please refer to the GLChat Widget Setup section.

2. Standalone Page Host the chatbot as a dedicated, full-page web application.

3. WhatsApp Connect GLChat to a WhatsApp Business account via API integration, allowing users to chat directly through WhatsApp. Before enabling WhatsApp as a deployment option, you must first register your phone number through the Communication Provider menu.

After selecting the deployment option, click Save to complete setup or Previous to return to the previous step.

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View and Edit Project Detail

To edit an existing project, click the Edit icon on the Project List page. You can modify project settings, access permissions, and channel options.

When finished, click Save to apply your changes.

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Search Project

Use the Search field to find an project by typing its name.

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Delete Project

To delete an project, click the Trash icon in the Action column. A confirmation pop-up will appear, click Delete to proceed or Cancel to abort.

Note: You cannot delete an application that still has assigned users. Remove all assigned users first before attempting deletion.