Understanding Projects

In this article:

1. What are Projects?
2. Getting Started with Projects
3. Saving Intelligence Views to Projects
4. Using your Project
5. Collaborating on Team Projects
6. Uploading Your Own Data

What are Projects?

Projects serve as your central research hub within the application, designed to help you organise and manage all your market intelligence in one place. They provide a structured workspace where you can:

✅ Save and organise Intelligence Views from Explore

✅ Upload your own data to analyse alongside AMPLYFI-generated insights

✅ Collaborate with teammates on research initiatives

✅ Access all your saved work in a centralised location

Getting Started with Projects

To begin using Projects, navigate to the Projects section in the main navigation menu. Here you'll see any existing Projects or you can create a new one.

Creating a New Project

1. Click the "Create Project" button
2. Give your Project a name and optional description
3. Click "Create"

Saving Explore Views to Projects

Views you create in Explore must be saved to Projects in order to:

• Access them in the future to check for changes or updates
• Utilise them as Content Sources in other areas of the application

After setting up your View, to save it to a Project:

1. Click "Save View"
2. Choose the Project you want to add it to, or create a new one

Using Your Projects

Once you've saved Intelligence Views to your Projects, you can leverage them in various ways:

🔗 As Content Sources Use Projects as Content Sources in:

• Generative Research: Pull collective insights from your saved Views and Uploads to power new research
• Report Templates: Include data from your Views to support your findings

Learn more about content sources

🤝 For Collaboration

• Share Projects with team members
• Work together on the same intelligence sources
• Leave comments and feedback

Collaborating on Team Projects

AMPLYFI's Projects feature is designed with team collaboration in mind:

Joining Team Projects

• Access Projects shared by your colleagues directly from your Projects dashboard
• Team Projects you've been invited to will appear alongside your own Projects
• Get insight over what your organisation is working on

Sharing and Permissions

• Project creators and editors can invite team members at any time
• Different permission levels allow for customised access:
  • Viewers can access and comment on all assets within a project
  • Editors can add, remove, and modify assets within a project

Collaborative Workflow

• Build on each other's research by adding complementary Intelligence Views
• Commenting on other users' assets in a project to knowledge share and track decisions

Uploading Your Own Data

In addition to AMPLYFI-generated insights, you can upload your own data:

1. Navigate to your Project
2. Click "Upload Data"
3. Select your files or paste URLs
4. The system will process your data and make it available alongside your other intelligence

If you have questions about using Projects or need assistance, contact our support team at support@amplyfi.com.