> ## Documentation Index
> Fetch the complete documentation index at: https://docs.caplena.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Setting Up a Project

> Learn how to create and configure a new project in Caplena.

<iframe src="https://www.loom.com/embed/41b066597dee4c8e9e251d4afe6c815b" title="Loom video player" frameborder="0" className="w-full aspect-video rounded-xl" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen />

## Step 1: Start a New Project

Navigate to the **Projects** tab and click **New Project** in the top-right corner.

<Tip>
  Want to explore Caplena before importing your own data? Click **Import demo project** next to **New Project** to copy a ready-made example into your workspace. See [Try Caplena with a demo project](#try-caplena-with-a-demo-project) below.
</Tip>

## Step 2: Enter Project Details

**Project Name & Context** Give your project a clear and descriptive name. You can also add optional context — such as the target audience or goal of your analysis — to help the AI generate more relevant insights.

**Main Language** Select the primary language of your text data. If your dataset contains multiple languages, you can enable **Automatic Translation**.

## Step 3: Configure Settings (Optional)

* **Anonymization** – Automatically removes personal information from your text data. [Learn more →](/get-started/project-settings/anonymization)
* **Automatic Translation** – Enable if your dataset includes multiple languages to ensure consistent analysis. [Learn more →](/get-started/project-settings/languages-and-translations)

## Step 4: Proceed to Data Import

Click **Continue** to move on to the data import step. You'll be presented with three options:

* **Upload a File** – Import `.xls`, `.xlsx`, `.csv`, `.txt`, `.spss`, or `.sav` files. [Learn more →](/get-started/file-import)
* **Use an Integration** – Connect to one of our pre-built integrations. [Learn more →](/integrations/integrations-in-caplena-overview)
* **Import via API** – Automate data import from your internal systems. [Learn more →](https://caplena.com/docs/developers/118d96045bd54-caplena-rest-api)

## Try Caplena with a demo project

If you want to explore Caplena's features before bringing in your own data, you can copy a pre-built demo project into your workspace. Demo projects contain example datasets with topics and reports already configured, and they don't consume credits.

**When to use it**

* You're new to Caplena and want to see what a finished project looks like.
* You want to test reports, filters, or Insight Agent on realistic data.
* You're preparing a stakeholder demo and need example content fast.

**How to add a demo project**

<iframe src="https://www.loom.com/embed/d799c605778a4f4897e3e9f11fa2d8ba" title="Loom video player" frameborder="0" className="w-full aspect-video rounded-xl" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen />

<iframe src="https://www.loom.com/embed/d799c605778a4f4897e3e9f11fa2d8ba" title="Loom video player" frameborder="0" className="w-full aspect-video rounded-xl" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen />

1. Go to the **Projects** page.
2. Click **Import demo project** (next to **New Project**).
3. Choose one of the two tabs at the top of the modal:
   * **From project list** – Copy a curated demo into your workspace.
   * **Generate my own demo data** – Have Caplena create a synthetic demo project for a use case you describe.

### Option A: Copy a curated demo

Use this option when you want a finished project immediately, with no setup required.

1. On the **From project list** tab, browse the available demos. Use the search box to filter by name.
2. Choose how to import:
   * **Single project** – Click **Add** on any project to copy it into your workspace.
   * **Multiple projects** – Select several projects, then click **Add N projects** to import them all at once.
3. Once the copy finishes, the new projects appear in your project list and behave like any other project — you can edit, share, or delete them.

### Option B: Generate a synthetic demo project

Use this option when none of the curated demos match the use case you want to explore — for example, when you'd like sample data for a specific industry, survey type, or research question before connecting your own data.

Caplena generates a brand-new project with synthetic open-ended responses and (by default) a fully analysed report. Generation runs in the background, and you'll receive an email when the project is ready.

1. On the **Generate my own demo data** tab, configure the project:
   * **Feedback source** – The type of study you want to simulate: *Ad-hoc study*, *NPS / CSAT*, *Online reviews*, or *Employee feedback*.
   * **Language** – The language the synthetic responses should be written in.
   * **Use case prompt** – A short description of the question or use case to generate data for. Pick one of the suggested prompts (such as *Product test*, *Ad test*, or *AB test*) to prefill the field, or write your own (up to 300 characters). For example: *"What do business travellers think of the in-flight services?"*.
2. (Optional) Expand **Advanced options** to personalize the generated report with a **Company name**, **First name**, and **Last name**. Leave any field empty to use the values from your account.
3. (Optional) Enable **Data only** if you want just the raw synthetic responses, without an automatic topic analysis or report. Leave it off to receive a fully analysed project.
4. Click **Generate project**. The modal closes and Caplena starts generating in the background — you'll get an email as soon as the project is ready, and it will appear in your project list like any other project.

<Note>
  The **Import demo project** button is only visible to users with permission to create projects. If you don't see it, ask your workspace admin to grant you the project-create permission. Both copying a curated demo and generating a synthetic one are free and do not consume credits.
</Note>
