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Overview

Use the Projects page to organize and find research work by status.

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How to manage projects

1

View all projects

Open Projects in the sidebar. Cards show project name, status, record count, and report count.
Projects page showing grid layout of project cards with names, statuses, and counts
2

Filter by status

Use the tabs at the top to filter projects:
  • All Projects: Shows every project regardless of status
  • New: Projects with “New” status
  • Opened: Active projects with “Opened” status
  • Closed: Completed projects with “Closed” status
Projects page showing status filter tabs at the top
3

Open a project

Click on any project card to open the project detail page where you can view records, reports, and context.
4

Create a new project

Click Create Project button in the header to start a new research project.

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Project cards

Each project card displays:
  • Project title
  • Status badge (New, Opened, or Closed)
  • Number of records (interviews) in the project
  • Number of project reports generated

New

Recently created projects that haven’t been started yet.

Opened

Active projects you’re currently working on.

Closed

Completed or archived projects.

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AI Interviewer in projects

Each project includes an AI Interviewer section for voice interview links.

Manage AI Interviewer links

Create links, configure settings, monitor statuses, and track completed sessions as project records.
AI Interviewer links depend on your project context. Keep Research Goals and Interview Guide updated for better interview quality.
If you’re an admin, you’ll see an additional User Projects section below your own projects:
  • Search projects by owner email or project name
  • View all projects across all users
  • Use the same status filters (All, New, Opened, Closed)

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Delete project

Deleting a project permanently removes it. Your records (interviews) remain safe and accessible, but they will no longer be organized under this project.
1

Open project settings

In the project detail page, click the settings icon (⚙️) in the header.
2

Delete project

Select Delete Project from the dropdown menu.
Project page showing settings dropdown menu with Delete Project option
3

Confirm deletion

Review the warning message and click Delete Project to confirm. The project will be permanently deleted, and you’ll be redirected to the Projects page.
Delete Project confirmation dialog with warning message

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Best practices

Use status filters to separate active projects from completed research.
Keep project names consistent with a naming pattern to make scanning easier.
Regularly update project statuses to keep your workspace organized as projects progress.