Project Setup
The Setup tab is the first stop when you want to refine how AnalytAI understands a project.
What the Setup tab contains
Section titled “What the Setup tab contains”Descriptions
Section titled “Descriptions”Use this area to capture the business and technical context behind the project. Current fields include:
- Industry
- Application Use Case
- Operational Scope
- Technical Context
- Business Terms
- Known Workflows
- Analysis Notes
Connection Details
Section titled “Connection Details”Use this section to review how the project connects to its source data. Depending on the access type, AnalytAI may show managed storage, direct connection fields, or masked credentials.
Manage Project
Section titled “Manage Project”Use this section for destructive actions such as deleting the project.
Update project information
Section titled “Update project information”- Open Projects and select a project.
- Stay on the Setup tab.
- Click Edit project info to change the project title or short description.
- Open the description cards to add business and technical context.
- Save each change.
When to update setup
Section titled “When to update setup”Update project setup when:
- the project purpose changes
- your teams use terms the AI should recognize
- a reporting workflow depends on domain-specific definitions
- you need to verify connection details before troubleshooting