When you create a new project in Caplena, you’ll be asked to provide a few key details. Each field helps tailor the project to your specific needs and improves the quality of AI-generated insights.
Here’s a quick explanation of each option you'll see during the setup process:
Project Name
This is the title of your project. Choose something clear and descriptive, it helps with organization and makes it easier to find later.
Project Context (optional)
Use this field to describe what the project is about. This helps the AI generate better insights for you.
Example:
“This is an annual NPS survey targeting B2B clients in North America. We’re trying to identify main drivers behind promoter/detractor ratings.”
Tags (optional)
Tags help you categorize and filter projects within your account.
You can apply multiple tags such as NPS, Customer Service, or 2025.
Main Language (Topics Language)
This sets the primary language for your analysis — i.e. the language in which topics will be generated.
Even if your data is multilingual, this should be the one main language you want to work with.
💡If you're analyzing mixed-language data, consider enabling Automatic Translation (see below).
Project Theme
Themes define how insights are presented.
This setting can shape the color scheme for reporting purposes.
Anonymize Text Comments (optional)
Enable this if your dataset includes personally identifiable information (PII) such as names, email addresses, or phone numbers.
Caplena will automatically mask sensitive details to help you stay compliant with privacy regulations (e.g. GDPR).
Read the full article on Anonymization →
Automatic Translation (optional)
Enable this if your dataset includes multiple languages.
Caplena will translate all responses into your selected Main Language before performing topic and sentiment analysis — ensuring a unified view across the entire dataset.