> For the complete documentation index, see [llms.txt](https://docs.borndigital.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.borndigital.ai/insights/workspace/design/categories.md).

# 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](/insights/workspace/design/parameters.md) settings and serve for categorization of audio or text files.

<figure><img src="https://4261467870-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6iQTvxgRZRwPS1NgIGEb%2Fuploads%2FSgMdqxWvw0jPdmBC9kAG%2Fimage.png?alt=media&amp;token=ad22afde-23fe-4eae-bf1a-c1182a0256e6" alt=""><figcaption></figcaption></figure>

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](/insights/workspace/design/prompts.md) as its input and, based on them, suggests categories.

<figure><img src="https://4261467870-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6iQTvxgRZRwPS1NgIGEb%2Fuploads%2Fii620zVeW42ynNb18wlw%2Fimage.png?alt=media&amp;token=bf618cc9-cf64-4faf-bd09-acf9c73554dc" alt=""><figcaption></figcaption></figure>

On-screen elements:

* **Type switch**: in the upper part of the screen, with options **Custom** and **AI category suggestions**
* **Input**: dropdown field containing [Prompts](/insights/workspace/design/prompts.md) 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](/insights/workspace/process/rerun.md) 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.

<figure><img src="https://4261467870-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6iQTvxgRZRwPS1NgIGEb%2Fuploads%2FkEibJob9K2xJuihDW6i0%2Fimage.png?alt=media&amp;token=96337d0f-ca6f-4bcc-9d1d-880ae33cfe9d" alt="" width="375"><figcaption></figcaption></figure>

{% hint style="warning" %}
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.
{% endhint %}

* **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