Classify by custom tags

How to classify highlights by any custom tag

Every workspace automatically categorizes highlights at the workspace level but you can also classify highlights using views.

Step 1: Create a view and filter highlights

First, create a new view. Each view has it's own classification model so anytime you want to start a new classification it's best to create a new view.

Then, filter the data you'd like to classify. For example, filter the view to show highlights where Folder is Support Tickets.

Step 2: Tag highlights with custom tags

To classify by custom tags you need to create the tags and provide the model training data by adding the tag to one or more highlights.

First, determine the tags you'd like to classify by. It's helpful to keep a list handy.

Then, find a highlight in view that fits that criteria, select it, and "Add tag" from the action menu.

Pro tip: You can use the view's search function to quickly find an example highlight. Just copy/paste your tag into the search, hit return, then tag the most relevant example.

After adding your tags you can see them reflected in the view by grouping by View tag.

Step 3: Repeat the tagging process for all categories

Repeat step 2 for every tag you'd like to classify by, finding examples of highlights that fit that category and tagging them.

Note: You only need 1 or more examples for each tag.

Step 4: Classify

With all your categories accounted for you are ready to classify. Click the Classify button. In just a few seconds the model will be created, trained, and sort your uncategorized highlights into their best-fit group.

Updating tags and categories

As new highlights are created and appear in view, you can continue to classify them into their best category by simply selecting Classify.

Changing tags of highlights will improve the model over time, so as you review highlights, open the highlight modal and make changes as you see fit.

Adding tags and categories

If you find that you'd like to add a category, you have two options:

  1. Create a new view (recommended): Since each view has its own classification model, it's easiest to add new categories by repeating steps 1-4 and tagging a few categorical examples. Additionally, this should only take a few minutes to recreate.

  2. Use search to find and tag your new category: If you'd like to stick with your current view, you can ungroup highlights, copy/paste your new category into search, and manually tag the new category of highlights. This will re-train the model upon next classification

As always, if you have any questions, contact our support team and we can help you with your next classification.

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