Categories

This module is for creating and managing categories that are then used for the categorization of the processed text or audio from data sources.

Types, configuration, and management of the fields

Custom

It is a basic type that needs to be defined manually. These custom categories are then selectable in Parameters settings and serve for categorization of audio or text files.

On-screen elements:

• Type switch: in the upper part of the screen, with options Custom and AI category suggestions for switching the creation category type

• +: button for creating a new category, fields below are displayed after clicking:

  • Name: input field of a new category is displayed only after using the + button

    • Bin icon: for deleting the category

  • + Add subcategory: button for creating a new subcategory

  • Sub-category 1: name input field is displayed only after using + Add subcategory

    • Bin icon: for deleting the sub-category

• Save: floating button for saving the settings to the category

AI category suggestions

This feature uses Prompts as its input and, based on them, suggests categories.

On-screen elements:

• Type switch: in the upper part of the screen, with options Custom and AI category suggestions

• Input: dropdown field containing Prompts displayed in combination with their individual parameters. i.e., <prompt1>_<parameter1>, <prompt1>_<parameter2>, ... <prompt1>_<parameterx> i.e., “basic_summary”, which, after the selection, will categorize processed text or audio based on the summary

• Category count: input field for defining the number of categories that should be suggested. You can specify multiple values, for example 5, 10, and 15; each value requests a separate suggestion variant.

• Version: dropdown field with values representing versions of reruns on which the AI category suggestions will be applied

• From (UTC) + To (UTC): date fields for delimiting the timeframe of text or audio records used for categorization

• Instructions: input field for additional prompt specifics. E.g., output file type, processing specifics, structure requirement, etc. It is mainly used in some specific cases to fine-tune the output.

• Check: button for validating how many text or audio record results will be categorized after using the Suggest button. The number will be displayed below the button.

Use Check to check how many results (interactions, recordings, emails...) will be used for suggesting categories - if the number is too small (<10), the results might not represent the sample well. If the number is too big (>500), the suggestion will take some time. For the best results, we recommend using a sample of around 100.

• Suggest: button for running the AI category suggestions. Suggested categories are displayed on the right side. If not, use the Refresh button.

  • Suggested result sets: choose a result set on the right, edit its category values, and use its checkbox to copy the selected set into Custom categories. Use the Bin icon to remove a result set you do not want to keep.

• Refresh: button for displaying the suggested categories after using the Suggest button

• Save: floating button for saving the settings and copied categories