Athenic AI Docs
  • Getting Started
    • How to Get Started with Athenic AI
    • Connect a Data Source
    • New Project and Project Settings
    • Configure Data Source and Data Preparation
  • Getting Insights
    • Asking Questions
      • Question Tips
    • Using Projects
      • Suggested Questions
      • Key Terms
      • Follow-up Questions
      • Saving Tables and Charts to a Project
      • Modifying a Chart
        • Chart Basics
        • Advance Visualization Capabilities
      • Using the Dashboard
        • Editing a Dashboard
        • Using Dashboard Filters
        • Scheduling a Report
        • Share Dashboard
        • Viewing the Charts
      • Datasets
      • AI Training
  • Integrations & Application Connectors
    • SQL Databases
    • Data Warehouses
    • Files and Sheets
  • Collaboration and Management
    • Managing Projects
    • Managing Teams and Accounts
      • General Team Settings
      • Adding a New Team Member
      • Upgrade Subscription Plan
  • Developer Reference Materials
    • API Docs
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  1. Getting Started

New Project and Project Settings

PreviousConnect a Data SourceNextConfigure Data Source and Data Preparation

Last updated 2 months ago

Project is your workspace to chat with your data, create charts, and track metrics on a Dashboard.

  • To create a new project, simply click "New Project" on the Home page or "Create Project" on the Data Sources page.

Set up project in 5 steps:

  • In addition, you can further set Default SQL Filters in the project if you want to apply constraints or filters to all generated SQL queries.

  • Finish project creating by giving it a name. Now you can find your created new project in the Home page.

  • You will find the Suggested Questions, Key Terms, Default Filters in the Project as followed:

When creating a new project, you will need to first add a data source, select data tables and columns to use in that project. If you want to add a new data source, see for more information.

Next, take a few seconds to configure your data before you can begin using your project. See for more information.

You can add some for this project to help your team ask questions quicker and easier. They will show up in the chat window before you ask your first question. Later the suggested questions will keep updating based on your conversation.

You can also add to the project to make sure your team uses the correct terms in the conversation. Athenic AI will give immediate feedback to any positive, negative or informational terms in a drafted question to improve its accuracy and quality.

Connect a Data Source
Configure Data Source and Data Preparation
Suggested Questions
Key Terms
Create project in Home page
Create project in Data source page
Select your data source
Select Tables and Columns
Add Suggested Questions
Add Key Terms
Add Default SQL Filters
Finish setting up project
Project view