Account and project administration
Find the customer-facing controls for projects, workspace access, usage, privacy settings, and legal information.
1 min read
- Dashboard
- Projects
- Select a project
Project-level administration starts from the Projects dashboard. Select the project whose members, settings, usage, or privacy controls you need.
Most configuration mistakes start with the wrong scope. A workspace controls membership; a selected project controls its agent, knowledge, installation, usage, and visitor experience. Pick the project first, then choose the job.
What do you need to manage?
Every destination below applies to the project you have selected.
Work in the right workspace and confirm access boundaries.
SettingsChange project settingsFind general, contact, AI & Prompts, privacy, and domain controls.
UsageCheck allowance and consumptionReview plan, billing cycle, credits, indexed knowledge, and Operator Units.
PrivacyReview retention and disclosuresPrepare the visitor-facing privacy and legal controls for launch.
Before you make a change
- Select the intended project from Projects or the project selector.
- Check the project’s website domain and allowed domains before publishing.
- Confirm your workspace role and the plan availability for the action.
- Test the assistant after a material configuration, knowledge, or policy change.
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Manage projects, workspaces, and roles
Understand project scope, workspace membership, role boundaries, and the agreement required for project creation.