(Admins Only) Tailoring Sky AI: Advanced Category Management in Settings

Customize how Sky AI understands and categorizes your documents by configuring categories in the global Settings area. Detailed descriptions and instructions help Sky AI sort more efficiently.

Accessing Category Management:

Navigate to category management through the following steps: User Avatar Dropdown -> Settings -> Categories.

Overview of Category Configuration Fields:

When creating or editing categories, you'll encounter several fields that influence how Sky AI processes documents:

• Name: The category's title (e.g., "Contracts," "Invoices").
• Definition: A clear description of what this category encompasses.
• Color: A visual cue for easy identification.
• Naming Conventions: Define how the AI should name extracted sections related to this category.
• Naming Examples: Provide examples to guide the AI in naming sections accurately.
• Key Topics: List the main subjects or themes associated with the category.
• Expected Content: Describe the type of information you expect to find in this category.
• Recognition Tips: Offer specific instructions to help the AI identify the category.
• Expected Length: Indicate the approximate length of the content typically found in this category.

How These Settings Influence AI's Automatic Document Sorting in "Launch Sky":

The settings you define directly impact how Sky AI automatically sorts documents in the "Launch Sky" interface. Clear and comprehensive category configurations lead to more accurate and efficient document organization.

Viewing Detailed Information for an Existing Category:

Click on a category to view its detailed configuration, including all the fields mentioned above.

Editing an Existing Category's Details:

Modify the fields within a category's detailed view to refine its definition and improve AI accuracy.

Adding a New Category Manually:

1. Click the "+ Add Category" button.
2. Fill in the configuration fields with the appropriate information.
3. Save the new category.

Bulk Updating Categories:

For efficient management of multiple categories, you can use the bulk update feature:

1. Click the "Bulk Update" button.
2. Download: Download the current category list as a CSV file.
3. Edit: Modify the CSV file with your desired changes. Ensure the file format remains consistent.
4. Upload: Upload the modified CSV file to update the categories in bulk.

Best Practices for Defining Effective Categories:

• Be Specific: Avoid overly broad categories.
• Provide Clear Definitions: Use precise language to describe each category.
• Offer Relevant Examples: Give the AI concrete examples to learn from.
• Regularly Review and Refine: Continuously evaluate and adjust your categories based on AI performance.