Step 1: Start a New Project
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Navigate to the Projects tab.
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Click New Project in the top-right corner of the screen.
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)
You can customize your project setup with the following options:
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Anonymization
Enable this setting to automatically remove personal information from your text data. For more information, please follow this link. -
Automatic Translation
Turn this on if your dataset includes multiple languages to ensure consistent analysis. For more information, please follow this link.
Step 4: Proceed to Data Import
Click Continue to move on to the data import step. You’ll be presented with several options to bring your data into Caplena:
Option 1: Upload a File
Import your dataset in one of the supported formats: .xls, .xlsx, .csv, .txt, .spss, or .sav.
Option 2: Use an Integration
Streamline your setup by connecting to one of our pre-built integrations.
Option 3: Import via API
Automate your workflow by using Caplena’s API to import data from your internal systems.