Creating and managing analyst copilot projects (EAP)

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<p id="docs-hc-snippet" style="display: none;">A project is a space to organize, share, and secure your business information (such as datasets, reports, dashboards, and memories). You can keep projects private or share them within your organization. All analyst copilot assets are stored in a project.</p>
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<p id="docs-ai-summary-content">You can use analyst copilot projects to organize datasets, reports, dashboards, and memories in one place, keep them private or share them across your organization, and control access with viewer, writer, or admin permissions. Prebuilt projects help you get started with common business scenarios, while custom projects let you name, describe, and secure your analytics work.</p>
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<div class="note attention">
<span class="attentiontitle"></span> This feature is currently in an Early Access Program (EAP). You
can <a class="xref" href="https://community.zendesk.com/zendesk-eap-agentic-analytics-154/how-do-i-sign-up-for-the-agentic-analytics-eap-21701" target="_blank">sign up for the EAP here</a>.</div>
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<p class="p" dir="ltr">A project is a space to organize, share, and secure your business information
(such as datasets, reports, dashboards, and memories). You can keep projects private or
share them within your organization. All analyst copilot assets are stored in a
project.</p>
<p class="p" dir="ltr">Project permissions can be either private or Zendesk-only:</p>
<ul class="ul" id="acp_understanding_projects__ul_ubp_ckz_t3c">
<li class="li" dir="ltr">
<strong class="ph b">Private projects:</strong> The project owner or account admin controls
access permissions.</li>
<li class="li" dir="ltr">
<strong class="ph b">Private (internal) projects:</strong> Access works like private projects,
but all Zendesk users in your account automatically have viewer access.</li>
</ul>
<p class="p">This article contains the following topics:</p>
<ul class="ul" id="acp_understanding_projects__ul_bv4_1gg_w3c">
<li class="li"><a class="xref" href="#topic_r1h_fgy_ljc">Understanding prebuilt projects</a></li>
<li class="li"><a class="xref" href="#topic_t2z_tfg_w3c">Creating projects</a></li>
<li class="li"><a class="xref" href="#topic_xtf_5fg_w3c">Managing project access</a></li>
</ul>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_r1h_fgy_ljc">
<h2 class="title topictitle2" id="ariaid-title2">Understanding prebuilt projects</h2>
<div class="body">
<p class="p">Analyst copilot is supplied with prebuilt projects (or <em class="ph i">analytical apps</em>) for
common business scenarios. These projects contain datasets, reports and dashboards
that help you get up and running quickly. Watch the following video for an overview
of analytical apps:</p>
<p class="p"></p>
<div class="non-responsive"><iframe allowfullscreen="" class="iframe" controls="controls" height="600" src="https://www.youtube.com/embed/vDoBbt4SxNU" width="800"></iframe></div>
<p class="p">Understanding analytical apps (1:37)</p>
</div>
</div>
<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_t2z_tfg_w3c">
<h2 class="title topictitle2" id="ariaid-title3">Creating projects</h2>
<div class="body">
<p class="p">You create a project from the Analyst copilot tab bar.</p>
<p class="p" dir="ltr"><strong class="ph b">To create a project</strong></p>
<ol class="ol" id="topic_t2z_tfg_w3c__ol_vbp_ckz_t3c">
<li class="li">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Analytics</a>, click the click the Home
(<img class="image" id="topic_t2z_tfg_w3c__topic_o24_d3p_hvb_image_ovd_jsv_4xb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/sell_icon_dashboard.png" width="16">) icon
in the sidebar.</li>
<li class="li" dir="ltr">In the analyst copilot tab bar, click the create icon (<strong class="ph b">+</strong>), then
select <strong class="ph b">Project</strong>.</li>
<li class="li" dir="ltr">Configure the following:<ul class="ul" id="topic_t2z_tfg_w3c__ul_wbp_ckz_t3c">
<li class="li" dir="ltr">
<strong class="ph b">Name</strong>: Enter a descriptive name for the project.</li>
<li class="li" dir="ltr">
<strong class="ph b">Description</strong>: Optionally, enter a description for the
project to help viewers understand what it contains.</li>
<li class="li" dir="ltr">
<strong class="ph b">URL</strong>: The URL of the project lets viewers jump directly
to it instead of having to navigate to find it. The URL is automatically
populated based on the project name, but you can change it.</li>
<li class="li" dir="ltr">
<strong class="ph b">Visibility</strong>: Choose one of the following:<ul class="ul" id="topic_t2z_tfg_w3c__ul_xbp_ckz_t3c">
<li class="li" dir="ltr">
<strong class="ph b">Private</strong>: By default, only you can see the
project and its assets. At any time, you can grant others
access.</li>
<li class="li" dir="ltr">
<strong class="ph b">Private (internal)</strong>: Gives read-only permissions
to view your project to everyone in your organization.</li>
</ul>
</li>
</ul>
</li>
<li class="li" dir="ltr">Click <strong class="ph b">Save</strong>.<p class="p">The project is created and Analyst copilot opens
the project page.</p>
</li>
</ol>
<p class="p" dir="ltr"><img class="image" id="topic_t2z_tfg_w3c__image_ybp_ckz_t3c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_4.png" width="350"></p>
</div>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested1" id="topic_xtf_5fg_w3c">
<h2 class="title topictitle2" id="ariaid-title4">Managing project access</h2>
<div class="body">
<p class="p" dir="ltr">To give others permissions to access the project, use the Manage access
page.</p>
<p class="p"><strong class="ph b">To manage project access permissions</strong></p>
<ol class="ol" id="topic_xtf_5fg_w3c__ol_zbp_ckz_t3c">
<li class="li">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Analytics</a>, click the Home (<img class="image" id="topic_xtf_5fg_w3c__image_fz2_r1v_fkc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/sell_icon_dashboard.png" width="16">) icon in the
sidebar.</li>
<li class="li">On the analyst copilot home page, scroll down to the All projects section.</li>
<li class="li">Hover over the project you want to configure, click the options menu (<img class="image" id="topic_xtf_5fg_w3c__image_stm_lvr_v3c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/options_menu_icon_verticle_sm.png">), then select <strong class="ph b">Manage access</strong>.<p class="p"><img class="image" id="topic_xtf_5fg_w3c__image_acp_ckz_t3c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/hyperarc_closed_eap_5.png" width="150"></p>
</li>
<li class="li">Select the group who you want to give access to, then
select the level of access they need, either <strong class="ph b">Viewer</strong>, <strong class="ph b">Writer</strong>,
or <strong class="ph b">Admin</strong>.<p class="p" dir="ltr"><img class="image" id="topic_xtf_5fg_w3c__image_hc5_pph_gjc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/arc-final-4.png" width="450"></p>
</li>
<li class="li">Click <strong class="ph b">Save</strong>.</li>
</ol>
</div>
</div>
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