Creating and managing analyst copilot projects (EAP)

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.


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Summary: ◀▼
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.






This feature is currently in an Early Access Program (EAP). You
can sign up for the EAP here.

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.
Project permissions can be either private or Zendesk-only:


Private projects: The project owner or account admin controls
access permissions.

Private (internal) projects: Access works like private projects,
but all Zendesk users in your account automatically have viewer access.

This article contains the following topics:

Understanding prebuilt projects
Creating projects
Managing project access



Understanding prebuilt projects

Analyst copilot is supplied with prebuilt projects (or analytical apps) 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:


Understanding analytical apps (1:37)



Creating projects

You create a project from the Analyst copilot tab bar.
To create a project

In Analytics, click the Analyst copilot
icon ( ) in the sidebar.
In the analyst copilot tab bar, click the create icon (+), then
select Project.
Configure the following:

Name: Enter a descriptive name for the project.

Description: Optionally, enter a description for the
project to help viewers understand what it contains.

URL: 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.

Visibility: Choose one of the following:

Private: By default, only you can see the
project and its assets. At any time, you can grant others
access.

Private (internal): Gives read-only permissions
to view your project to everyone in your organization.




Click Save. The project is created and Analyst copilot opens
the project page.






Managing project access

To give others permissions to access the project, use the Manage access
page.
To manage project access permissions

In Analytics, click the Analyst copilot
icon ( ) in the sidebar.
On the analyst copilot home page, scroll down to the All projects section.
Hover over the project you want to configure, click the options menu ( ), then select Manage access.

Select the group who you want to give access to, then
select the level of access they need, either Viewer, Writer,
or Admin.

Click Save.



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