Projects and analyses

A project is a continuing body of work such as a general website audit, membership renewal, donation checkout, campaign, or post-launch follow-up. An analysis is one dated evidence and report snapshot inside that project.

Use one project when the underlying journey or question stays the same and add a new analysis for each later period. Create another project when the goal, journey, website area, campaign, or decision is materially different.

1. Open the organisation and select Projects.
2. Select Create first project or New project.
3. Choose a completed start and end date for the first analysis. Future dates are not accepted.
4. Select Start project. UX Robot saves the analysis and locks the period before reports and uploads are attached.
5. Name the project for the continuing work and choose the closest project type.
6. Name the dated analysis so it remains identifiable later.

The date range controls connected GA4 and Search Console collection. Once the analysis is started—or date-scoped reports exist—the range is locked. Create another analysis rather than forcing evidence from a different period into the same record.

Complete the context fields before running the report. They help the analyst and AI distinguish real UX signals from campaign effects, tracking problems, or known operational events.

• Focus area: the part of a broad project that needs extra attention for this period.
• Reason for analysis: why the work is being run now and what decision it should support.
• Goals to focus on: organisation goals that should lead the analysis.
• Compare against: an earlier completed or approved analysis that ended before this one starts.
• Changes and implemented fixes: website, content, design, technical, tracking, or campaign changes since the earlier period.
• Known issues and seasonality: outages, broken forms, bot traffic, launches, holidays, events, or unusual demand.
• Evidence notes: missing sources, incomplete tracking, exclusions, or context for uploaded files.

Save the analysis after editing context or evidence notes. Be factual: unsupported assumptions can be repeated in the generated report.

1. From the project list, select New analysis on the existing project.
2. Choose a new completed date range and start the analysis.
3. Name the period and select an eligible earlier completed or approved report under Compare against.
4. Describe changes, fixes, campaigns, and known issues since the comparison period.
5. Collect fresh reports and attach evidence for the new period.

Approved analyses are locked point-in-time records. They cannot be edited or rerun. An analysis used as comparison context by a later analysis also cannot be deleted until that later analysis uses another comparison.