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Create a project

The first step is to create the project. You can create projects in two ways:

Create a project using Quick Start

The Quick Start option creates a simple project with the following characteristics:

To create a project:

  1. Open the Mix.dashboard.
  2. On the Projects bar, click the + icon plus icon.
  3. Select Quick Start.
  4. Click Get Started!.

The new project is added to the list of projects on Mix.dashboard.

Create a project using Custom Setup

Custom Setup allows you to create a project and specify multiple languages, channels, and modalities.

To create a project:

  1. Open Mix.dashboard.
  2. Click the Projects icon.
  3. On the Projects bar, click the + icon plus icon.
  4. Click Custom Setup.
  5. Click Get Started!.
  6. In Start by defining your project:
    1. Select one or more channel types for the project. You must select at least one channel type. You cannot add/remove channels after you have created a project.
    2. For each channel, select one or more modalities. You must select at least one modality. You cannot add/remove modalities after you have created a project.
  7. Click Done, Next Step.
  8. In Select an ASR Data Pack Topic and Locales:
    1. Select the Nuance Data Pack topic to use for your project, for example, General (gen). This will determine the languages available.
    2. Select all the languages for the project. You must select at least one language. You cannot add/remove languages after you have created a project.
  9. Click Done, Next Step.
  10. In Finish Project Setup:
    1. Enter the name of the project.
    2. Select the namespace where to create the project.
  11. Click Add Project.

The new project is added to the list of projects on Mix.dashboard.

Modalities

A modality specifies a format used to exchange information with the user, such as TTS, audio, text, and so on.

When you create a project, the following options are available:

Note: Currently, you cannot update the channels or modalities once you have created your project. This will be available in a future release.

Namespaces

Projects created in a namespace are shared with all the users in this namespace. All users also have a personal namespace (specified with the email address). Projects that you create in your personal namespace can only be seen by you. Note that you cannot move a project from one namespace to another.

The new project is added to the list of projects on Mix.dashboard.

View project details

To see project details, click the Projects icon, select the project, and click the Details tab.

Versions section

The Versions section lists the different committed project versions that are available for this project. By default, when you create a new project, it has a status of "master", which means that there are no snapshots available. The master version is the current working version of a project.

To see the details for a specific project version, select that version in the Versions area.

Information section

Field Description
Name Name of the project. If it is too long, the name is truncated. Hover over the field to get the complete name.
Project ID ID of the project.
Created Date and time the project was created.
Last Modified Date and time the project was last modified.
Namespaces Namespaces for the project.
Latest Published Version Most recent NLU/Dialog build that was successfully completed.
Channel(s) Channels available for this project; for example, ivr and web. Hover over the number to get the channel names.
Locale(s) Languages used in this project. If more than one language is used, hover over the string Multi to get the list of languages used. For the list of all supported languages, see Languages and Voices.
Domains Number of prebuilt domains available in the project (either imported from the Domains tab or uploaded as .trsx files). Hover over the number to get the domain names.
NLU Sources List of Mix prebuilt domains used in the project. Hover over the number to get the domain names.
Topic Domain Speech recognition engine used for this project.
Data Pack Versions Versions of the NDP and QNLP data packs used in this project. See Working with data packs.

Content section

The Content section lists the number of intents, sample sentences, entities, and literals in the project. Depending on your project and the size of the prebuilt domains you are using, it's good practice to keep track of these values so that you do not exceed certain limits.

See Limits for more information.

The information is organized per locale. If you have more than one locale in your project, the Content section provides a sub-section with the content for each locale. For example:

Manage targets

The targets tab provides information about the locales, channels, and modalities that are defined for a project.

This tab is currently read-only for channels and modalities. It will support additional functionality in the future.

Archive locales

You can archive locales so that they are no longer available from Mix. When you archive a locale:

To archive a locale:

  1. In Mix.dashboard, select the project and click the Targets tab.
  2. In the Locale(s) area, click the Archive switch for the language you want to archive.
    The switch is greyed out.

If you need to use the locale in your project again, you can unarchive it.

Unarchive locales

To unarchive a locale:

  1. In Mix.dashboard, select the project and click the Targets tab.
  2. In the Locale(s) area, click the Unarchive switch for the language you want to unarchive.
    The switch is displayed in green and the locale is now available from Mix.

Manage your projects

Delete a project

To delete a project:

  1. Select it in Mix.dashboard.
  2. Click the Delete icon delete icon, upper-right corner of Mix.dashboard.
  3. Click Delete to confirm.

This action is permanent. You will not be able to recover your project once you have deleted it.

Note: If you get the error message: "An error occurred during the deletion of the project," make sure that no application configurations are deployed for this project. You cannot delete a project if it has one or more application configurations deployed.

Clone a project

Rename a project

To rename a project:

  1. Select it in Mix.dashboard.
  2. Click the Rename icon rename icon, upper-right corner of Mix.dashboard.
  3. Enter a new name for the project.
  4. Click the checkmark.

Add members

You add members to the project through the Members tab. Members can have one of the following default project roles:

To add members:

  1. In Mix.dashboard, click the Projects icon, select the project, and click the Members tab.
  2. Click Add Member.
  3. In the User field, type the name of the user to find it.
  4. In the Role field, select the role for this user.
  5. Click Save.

To delete a member, hover your cursor over the member name and click the Remove member icon associated with that user.

Note: If you cannot see the Add Member or Delete icon:

Manage your namespaces

The Manage tab lists the namespaces that are available to you. A namespace, also called organization, is a space where you create projects. Projects created in a namespace are shared with all the users in this namespace. All users also have a personal namespace (specified with the email address). Projects that you create in your personal namespace can only be seen by you. Note that you cannot move a project from one namespace to another.

To display the namespaces that are available to you:

  1. Click the Manage tab.
  2. In the left-hand pane, expand the Organizations section.
    The namespaces to which you belong are displayed.

For each namespace, two tabs are available:

Depending on your role, you may be able to add users to a namespace and assign roles.

Understanding roles and permissions in Mix

Permissions are associated with roles at different levels in the Mix user interface. Roles are defined at the following levels:

Namespace roles

By default, the following roles are available at the namespace level:

Note: Additional roles may have been configured for your organization.

To see the namespaces that are available to you, the users that belong to these namespaces, and the available roles:

  1. In Mix.dashboard, click the Manage tab.
  2. In the left-hand pane, expand the Organizations section.

For more information, see Manage your namespaces

Application roles

By default, the following roles are available at the application level:

To see the users who have access to your applications as well as their roles:

  1. In Mix.dashboard, click the Manage tab.
  2. In the menu on the left, select Applications.
  3. Click the Members tab.

Project roles

By default, there are three main project roles:

Note: If you do not have a specific role for a project, but this project was created in a namespace to which you belong, then you will see the project in your list. The permissions that you have for this project will be the ones that you have for the namespace.

For more information, see Add members

Change your password

You change your password from your profile page.

Your password must contain:

To change your password:

  1. In Mix.dashboard, click your name and select Profile.
  2. Click Change Password.
  3. In Current Password, enter your current password.
  4. In New Password, enter your new password.
  5. In Confirm New Password, enter your new password again.
  6. Click Save.