Project Management

The home to all your dialogs

The Projects window is the home to all your dialogs. It is the primary page that displays all of your projects. A project serves as a container for your dialog and its associated definitions.

To open a project, simply click on it or hover over it to access options such as editing, exporting, or archiving. You can also sort projects by their attributes: Name, Last Modified, or Created, by clicking the corresponding column title.

Projects Window

You can return to the main Projects page at any time by clicking the Parloa icon located in the top-left corner.

The following describes how to manage your projects in Parloa:

Creating New Projects
  1. Click the button, displayed at the top-right of your screen. The following displays:

  2. Enter a name for your project in the Name field.

  3. Select a starting language from the Starting Language field.

  4. Choose a project template in the Template field:

    • Select Empty project to build from scratch, or

    • Choose Full Feature Base Template (FFBT) to leverage a comprehensive framework pre-loaded with commonly used functions and features for a quick start.

    Note: The FFBT offers a streamlined approach to bot development by providing a ready-to-use architecture.

  5. Click or press Enter.

The newly created project is now added to the projects list.

Exporting Projects

The "starting language" of an imported project is automatically determined based on the configured language when exporting the project.

  1. Hover over a project row.

  2. Click the button that is displayed.

  3. Select the version of the project to export from the dropdown list.

  4. Click Export.

Importing Projects

Imported projects include all the languages of the exported project, along with all nested elements.

  1. Click the button, shown below:

  2. Enter a project name in the Name field, shown below.

  3. Drag and drop an exported zip file of the project into the pop-up window.:

  4. Click the button.

Notes:

  • The zip file can be called anything, but it must contain the project.json file.

  • Upon opening the newly imported project, it will always start in the set starting language. To view the rest of the associated languages, click on the languages to display the dropdown menu of languages. For example:

Renaming Projects
  1. Hover over a project row.

  2. Click the button that is displayed.

  3. Rename your project in the pop-up window under the Name field.

  4. Click the Done button.

Viewing Your Projects

To view your projects, go to the homepage by clicking on the icon, displayed on the top-left of your screen. Your projects list is displayed under the Projects field.

Searching for Projects

Search for a project by typing in the search bar, displayed on the top-right of your screen.

Sorting Projects

The project list is sorted by the Last Modified field by default.

You can sort your projects list in ascending or descending order by clicking on one of the following column titles:

  • Name – Sorts your projects alphabetically.

  • Last Modified – Sorts your projects based on when they were last changed.

  • Created – Sorts your projects based on when they were created.

Deleting Projects
  1. Hover over a project row, and click the button. A pop-up window displays.

  2. Type the project's name to confirm you want to delete the project:

  3. Click .

  • A user can have multiple projects.

  • A project's name is not case sensitive.

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