> 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

### 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](#parameters) settings and serve for categorisation of audio or text files. 

<figure><img src="/files/aFCizWCT4SMSKDC4sp2Q" 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&#x20;
  * **Sub-category 1**: name input field is displayed only after using "+ Add subcategory"&#x20;
    * Bin icon: for deleting the sub-category
* **Save:** floating button for saving the settings to the category

#### AI category suggestions

This feature uses [prompts](#prompts) as its input and, based on them, suggests categories.&#x20;

<figure><img src="/files/8BGAkLOkv6Q2l0DcaQY8" alt=""><figcaption></figcaption></figure>

On-screen elements:

* **Type switch**: in the upper part of the screen, with options "Custom" and "AI category suggestions"
* **Input**: drop-down field containing [prompts](#prompts) displayed in combination with their individual parameters.\
  ie, \<prompt1>\_\<parameter1>, \<prompt1>\_\<parameter2>, ... \<prompt1>\_\<parameterx> \
  ie, “basic\_summary”, which, after the selection, will categorize processed text or audio based on the summary&#x20;
* **Category count**: input field for defining the number of categories that should be suggested. You can specify multiple values, for example, 5, 10, 15 at once.
* **Version**: dropdown field with values representing versions of [reruns](/insights/workspace/process.md#rerun) 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 categorisation
* **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.&#x20;
* **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.&#x20;

<figure><img src="/files/mX2pn8UyyHlnk4ONkvsb" 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 a "Refresh" button.
* **Refresh**: button for displaying the suggested categories after using the "Suggest" button
* **Save:** floating button for saving the settings to the AI category suggestor&#x20;