Create a project
Creating a project is the first step for any new campaign or client.
- Go to Projects in the main navigation.
- Click New project (opens a right-hand drawer).
- Choose Outreach or Call Analyzer. Read the short description under each card if you are unsure.
- Enter a name people will recognize later.
- Optionally add client name, industry, objective, or description.
- Click Create.
You are taken into the new project so you can add data tables and spinners immediately.
Screenshot needed
New project drawer with module cards (Outreach / Call Analyzer).
Where: Projects → New project
Save as:
src/assets/screenshots/04-create-project.pngPlan limits
Section titled “Plan limits”Trial accounts can only create a limited number of projects. If you are blocked:
- A toast appears above the drawer with the limit message.
- Open Billing → Usage to see how many projects you already have.
- Upgrade, or remove a project you no longer need (if your process allows).
- Prefer one project per client or major campaign — not one giant project for everything.
- Name projects so supervisors can find them without asking (include client or month if helpful).