Project Setup: Creating Projects.
Project Setup: Creating Projects in Rapport
Overview
Project Setup is where everything comes together — name, character, language, voice, AI, layout, and controls — to create your interactive experience.
With the new onboarding flow, you’ll arrive here with a working project automatically created from either a Template or the For Software Developers card.
🔗 New to how Services work? See [Services Overview →]
✅ For a step-by-step walkthrough, check the [Quick Start Guide →]
What It Is
Project Setup is the central configuration area for each Rapport Project.
Here, you define how your character looks, sounds, behaves, and interacts.
You can:
Rename your project
Choose or customise your Character
Configure Language & Voice
Select an AI Service
Configure the Info Panel to guide users in role-plays or tutorials
Adjust Layout, Branding, and Controls
Fine-tune everything in Advanced Settings
How You Get Here
Sign-Up / Sign-In — Rapport automatically prepares your Organisation and Workspace.
Template Grid — You’re presented with ready-to-run scenarios and a Developer card.
Preview a Scenario — Interact freely, then return to the grid at any time.
Save or Edit — Selecting Edit Template or Save & Share opens Project Setup where the project is created in your Workspace.
💡 Nothing is saved until you choose to edit or share a template.
Once here, you can use the project as-is or step through the left-hand menu — from Project Name down to Advanced Settings — to review and modify any configuration.
🔗 For detailed guidance on previewing, saving, and editing templates, see [How to Use Pre-Configured Templates →].
What You’ll Configure
The first menu item in Project Setup is your Project Name.
Inherits automatically from the template (e.g., Discovery Call)
You can rename anytime by clicking the name field
Setting | Description |
|---|---|
Character | Select the digital persona who appears on screen. |
Language & Voice | Define how your character listens and speaks. |
AI Service | Choose the AI model, prompt, and behaviour. |
Info Panel (new) | Optional instructional overlay under AI; can be enabled or disabled for guided experiences. |
Start Message | Text or audio the avatar delivers when the session begins. |
Visual & Interaction | |
Controls | |
Advanced Settings | Fine-tune providers, prompts, and credentials. |
Services at a Glance
Rapport connects your AI, Text-to-Speech (TTS), and Speech-to-Text (STT) providers through two service types:
Type | Description | Where You See It |
|---|---|---|
Rapport Services | Preconfigured, ready-to-use integrations (OpenAI, Gemini, Groq, Rapport Voice Pack). Credentials are managed securely by Rapport. Some fields are editable per project. | Project Setup, Advanced Settings |
My Services | Workspace Admin-created integrations using your organisation’s own credentials. Fully reusable across all Workspace projects. | My Services Tab, Project Setup, Advanced Settings |
💡 Tip:
🔗 New to how Services work? See Services Overview →
Bring Your Own Credentials (BYOC)
If you’re a Workspace Admin, you can connect your own provider credentials:
If you’re a Workspace Admin, you can connect your own provider credentials:
Go to Workspace → My Services
Choose AI, TTS, or STT
Click Add New
Enter provider details and credentials
Click Save — your service is now available across all Workspace projects
💡 Note: All credentials are encrypted and never shared outside your organisation.
They remain fully under your control and can be edited or revoked at any time by Workspace Admins through My Services. Use this option if your organisation has specific compliance, cost, or regional data requirements that need custom service credentials.
Configuring Services in Advanced Settings
You can switch or update providers at any time:
Go to Project Setup → Advanced Settings
Open the AI, TTS, or STT tabs
Select another Rapport Service or one from My Services
Adjust editable fields (e.g., prompt, temperature, or language)
⚠️ Note: Switching AI services resets the template prompt — copy your custom prompt first if you want to reuse it. For a complete breakdown of defaults vs. custom integrations, see 🔗 For full details, see Services Overview →
Why This Matters
✅ Fast prototyping — Start instantly with built-in Rapport Services
✅ Enterprise-ready — Add your own credentials for compliance or cost control
✅ Secure & reusable — Credentials are encrypted and available across projects
✅ Flexible — Switch providers per project when needed
Quick Start Recap
Sign up or log in → Organisation & Workspace auto-created
Choose a Template or Developer card → Project auto-created
Open Project Setup → Edit name, character, language/voice, AI
Preview instantly → Defaults are fully functional
Share or deploy → Host link or integration
💡 Templates make it effortless to begin — preview, experiment, and get hands-on with real scenarios before you configure anything manually.