Add and configure a new project in the Builder to attach a registry module that defines the conversation flows, events, and behaviors for an AI Employee.
Add a project
Open the Builder.
Click Projects in the left sidebar.
Click the three dots icon in the top-right corner and select Create New Project.
Fill in the project form fields described in the table below.
Ensure Auto update enabled is turned on.
Click Create.
Project form fields
Field | Required | Description | Example value |
| Yes | A unique identifier for the project. |
|
| Yes | The display name for the project. |
|
| No | Optional text describing the project's purpose. | — |
| No | A version label for the project (e.g., |
|
| Yes | The registry environment for the module. |
|
| No | The integration module to attach. The dropdown is disabled until a registry is selected. |
|
| No | The module version to use. Defaults to Latest version. | — |
| — | Toggle switch. When enabled, the project automatically pulls the latest module version on publish. | — |
🗒️ NOTE
The Module field is optional when creating a new project. You can set the registry first and assign a module later by editing the project.
Initialize the project
Once the project is created, force an update to pull the module and finalize the setup.
Locate the newly created project in the list on the Projects page.
Click the three dots icon next to the project name.
Select Force Update Project.
The system fetches the latest module version from the registry and applies it to the project.
Default projects
When a new account is created, a set of default projects is cloned to it automatically. These include:
NAF — the core conversational engine. Required for all AI Employee functionality.
Lead nurturing — automated follow-up outreach via SMS and voice.
Outbound — outbound calling and CSV-based campaign dialing.
Additional modules can be added based on customer needs, covering specific integrations or extended functionality.
⚠️ WARNING
Do not delete default projects. Deleting the NAF project disables the AI Employee entirely — no conversations, flows, or skills will function. Deleting lead nurturing or outbound removes those capabilities permanently. Deletion cannot be undone.
Before making any structural changes, use the built-in export feature to back up the agent's skills, flows, projects, and AKB as a .zip file. If a breaking change occurs, you can restore prior functionality by importing that file using the import feature.