Managing Projects / Project Overview

Project Overview

The Project Overview page serves as the central hub for managing your Zero Docs project. After creating a project and adding sources, this dashboard provides access to all project features and settings.

Accessing the Project Overview

  1. From the Projects dashboard, click on your project name
  2. You'll land on the Overview page, which displays your project's current status and quick access links

Project Overview Layout

The Overview page is organized into several key sections:

┌──────────────┬───────────────────────────────────────────────────────┐
│              │                                                       │
│ Zero Docs    │ Status Banner                                         │
│              │ ┌───────────────────────────────────────────────────┐ │
│              │ │ Document ingestion may be slower than usual...    │ │
│ Projects (2)▼│ └───────────────────────────────────────────────────┘ │
│              │                                                       │
│ ▼ Zero Docs  │ Processing Status (console dialog)                    │
│   Sources →  │ ┌───────────────────────────────────────────────────┐ │
│   Versions▼  │ │ Processing Status                              × │  │
│    ▼ v1      │ │ [log output]                                      │ │
│      Sources │ └───────────────────────────────────────────────────┘ │
│      Settings│                                                       │
│   Chat Agt ▼ │ # Zero Docs                              Live         │
│     Test     │                                                       │
│     Embed    │ ## Versions                         [New Version +]   │
│     Design   │                                                       │
│     Reset    │ ┌───────────────────────────────────────────────────┐ │
│   Support... │ │ v1                   Published  Default           │ │
│   Document ▼ │ │ 2 Sources            2 Source References          │ │
│     Build    │ └───────────────────────────────────────────────────┘ │
│     Settings │                                                       │
│     Branding │ ## Quick Links                                        │
│   Integrat ▼ │                                                       │
│     Slack... │ [Chat Agent]                                          │
│     Discord..│                                                       │
│     MCP Srv..│ Pro Tip (dismissible card)                            │
│   Custom Dom │ ┌───────────────────────────────────────────────────┐ │
│   Allowed... │ │ ### Pro Tip                                    × │  │
│   Flagged... │ │ Add your chat agent to [Slack] or [Discord].     │  │
│   Analytics  │ └───────────────────────────────────────────────────┘ │
│              │                                                       │
│              │ ## Danger Zone                                        │
│              │                                                       │
│              │ Deleting this project will permanently remove all...  │
│              │                                                       │
│              │ [Delete Project]                                      │
└──────────────┴───────────────────────────────────────────────────────┘

1. Project Status

At the top of the page, your project name is displayed alongside its status badge (e.g., "Live"). This indicates whether your project is actively published and available.

2. Versions Section

The Versions section shows all versions of your project. Each version card displays:

  • Version name (e.g., "v1")
  • Publication status ("Published")
  • Default version indicator
  • Source count
  • Source References count

You can create new versions using the New Version + button. Learn more about version management in Managing Versions.

3. Quick Links

Quick access buttons provide shortcuts to frequently used features:

  • Chat Agent: Jump directly to testing your chat agent

4. Pro Tips

Dismissible tip cards suggest next steps and best practices, such as connecting your chat agent to Slack or Discord.

5. Navigation Sidebar

The left sidebar provides expandable navigation to all project features:

  • Sources: Manage project-wide source configurations
  • Versions: Access version-specific settings and sources
  • Chat Agent: Test, embed, design, and reset your chat agent
  • Support & Contact: Configure support settings
  • Documentation: Build, configure, and brand your documentation site
  • Integrations: Connect Slack, Discord, or MCP servers
  • Custom Domain: Set up custom domain hosting
  • Allowed Domains: Manage domain whitelist for widget embedding
  • Flagged Sources: Review flagged or problematic sources
  • Analytics: View usage and performance metrics

Next Steps

From the Project Overview, you can: