Privata Docs

Appearance

New Project ​

About New Project ​

New Project is the guided intake for creating a project in Privata. It brings the setup steps together on a single page: you name the project and set who can see it, attach your company Knowledge Base and optional project labels, and upload the source documents you want the Extraction agent to process.

To start, select New Project from the Project Dashboard. The page is titled Project Intake and is organized into three numbered sections.

INFO

Use New Project whenever you start a new opportunity. The Extraction agent reads your source documents automatically and extracts each question and narrative section for answer generation in the Response Editor.

Project Details ​

The first section collects the basics:

  1. Enter a Project name. This is required.
  2. Optionally enter a Description to capture the purpose or scope of the work.
  3. Choose the project's Visibility:
    • Private: visible only to you (and your company on corporate plans).
    • Public: visible to all company members.
    • Joint: shared with specific invited collaborators.

TIP

Use a project name that clearly identifies the opportunity, customer, or response effort. This makes the project easy to find later and avoids confusion when several similar bids are active at once.

Knowledge Base & Labels ​

The second section connects the supporting material and focuses how the AI responds.

  • Company knowledge base: link a single company library. This is the collection of capability statements, products, past performance, pricing, and compliance documents the AI retrieves from when it generates answers. See Building Your Knowledge Base.
  • Project labels (optional): open the Project Labels picker to focus retrieval and set a response style for this project. You can set these now or edit them anytime from the project page. Labels include:
    • Response Style: the tone and format the AI uses when generating answers.
    • Products, Services & Offerings: focuses Knowledge Base search on the selected offerings.
    • Customer Sector: the sector of the issuing organization.
    • Certifications: the applicable certifications and registrations for this project. (Manage the full list in Company Profile Settings.)

Source Documents ​

The third section is where you upload the RFx itself: the RFP, RFI, SOW, or amendment for the Extraction agent to process. This is not your company Knowledge Base; it is the document you are responding to.

  • Drag files into the upload area or browse to select them.
  • You can upload more than one source document. The order you arrange them in sets the initial section order in the Response Editor.
  • Supported source formats: PDF, Word (DOC/DOCX), Excel (XLS/XLSX), CSV, text (TXT), XML, and Markdown (MD).

WARNING

Each upload has a 50 MB per-file limit. If a file is over the limit you will be prompted to trim it to fit before the project is created.

When everything is ready, select Create Project (the button updates to show how many source documents will be uploaded).

What Happens Next ​

After you create the project, Privata walks through four steps automatically:

  1. Project is created.
  2. Source documents upload.
  3. Extraction agent starts: it reads your source documents and pulls out the questions and requirements.
  4. View Project opens: the project workspace appears so you can continue working.

You can always add more source documents, collections, and labels from the project page after creation.

Best Practices ​

  • Start a new project for each distinct opportunity, bid, or customer request.
  • Keep the source documents (the RFx) separate from your company Knowledge Base material.
  • Set project labels so retrieval and response style match the opportunity.
  • Review the extracted instructions and Agent Briefing before generating customer-facing content.

What to Do Next ​

Once the project workspace opens, the usual next steps are:

For related guidance, continue to the Working with Projects, Building Your Knowledge Base, and Working with the Response Editor pages.