The Classifiers tab is intended for user's work with classifiers in chat with functionality of loading (activation), editing and deleting classifiers with topics.

The Classifiers tab is available to the user with the role of Workflow Administrator.

The Classifiers tab allows to use the following features of the Assistant:

  • view available classifiers
  • activate the desired classifier
  • create a new classifier and delete an existing one

By default, the Classifiers tab is active when you open the Settings section.

On the Classifiers tab:

  • the table with the list of created classifiers is displayed
  • a classifier can belong to only one classifier group of the Object groups subsection in the Access control section
  • a classifier that has not been allocated to any classifier group cannot be used in the Assistant chat
  • a classifier is added using the Create classifier modal window opened by clicking the Create classifier button
  • each classifier name in the table contains a link, clicking on which opens the Classifier card in the reading mode
  • the classifier name within one tenant must be unique 
  • only one archive with documents can be loaded in the modal window Creating a classifier
  • if there are no classifiers created in the tab, a message is displayed in place of the table:
    Here you can view and customize classifiers 
    Start with adding a classifier
  • when any error occurs (on the back or front side) that is not specified separately in the specification (when navigating to a section, opening windows, clicking buttons), the system should display a notification:

    Unknown error
    Contact the administrator 

The appearance of the Classifiers tab is shown below:

Description of interface elements of the Classifiers tab

The description of the Classifiers tab interface elements can be found in the table below.

Element name

Appearance

Note

untitled

Search bar (1)

  • The search is performed by classifier name
  • The register is not taken into account
  • Search by part of the name is available: the entered text can be in any part of the classifier name

Button

Create classifier (2)

The Create Classifier modal window opens as soon as you click on it 

More details can be found here:
Creating and deleting a classifier

Dropdown list

Columns (3)

  • Filter to customize the columns to be displayed in the Smart Search table
  • Available values in the dropdown list - names of all columns in the table
  • Column that cannot be disabled in the list - Classifier

See, if at least one classifier has been created

Table with classifiers (4)

 

Objects in the table are arranged by modification date - the most recently modified classifiers are added on top

Visible if at least one classifier has been created

Maximum length is not limited by field size (~58 characters)

Characters that do not fit in the field size are hidden by an ellipsis

A tooltip with hidden text is displayed when the cursor is hovered over it

If the text does not fit in the tooltip, a scroll is added to the tooltip

Classifiers in the table are arranged alphabetically 

The main part of the tab is occupied by the Classifiers table.

The button Create classifier (2) is located on the top left above the table. Clicking on it opens a modal window for the user to download the classifier from his computer.
The Columns dropdown list (3) allows selecting the columns to be displayed in the table from the available columns, while the Classifier column is always displayed.

In the dropdown list there is the Apply button, which applies everything that is selected. Clicking on the button confirms the selection made, the list closes, and the columns appear/hide in the table. If you click aside, the changes will not be applied.

The Cancel button does not apply the current changes. The table will be displayed in the previously applied variant.

The Columns block, by means of which the user selects columns in the Classifiers table, is shown below.

Description of interface elements of the Classifiers tab table

The description of the Classifiers tab table interface elements is given in the table below:

Attribute nameSortingTemplate/Example

Description

Classifier (5)Yes

Example:

Classifier of TS requests

The column contains the name of the created classifier

Contains a link, which, when clicked, opens the classifier card in the reading mode 

The link should open the classifier card, where the user can change its settings and name

The name will change for all versions of the classifier, because it should be the same for all versions

To update the classifier itself, you should, for example, after pre-training, click the Update classifier button in the context menu

Description (6)No

Example:

Assistant classifier with all headings and workflows

The classifier description is used to describe the classifier's operation and the changes that have been made
Author (7)Yes

Template:

<Last name First name>.

Example:

Konstantinoplesky K. К.

Name of the user by whom the classifier was created/changed

Classifier group (8)Yes

Example:

Classifiers for accounting

 

Contains the name of the classifier group to which this classifier was added

Date of change (9)Yes

Template:

dd <short name of month>. yyyy hh:mm:ss

Example:

29 May 2024 22:31:01

Date and time when the classifier and information about it in the database was created/changed

Or the date and time when the classifier was updated when a new version was created

Do not change this field when making changes to the settings

Number of headings (10)Yes

Template:

57

Number of classifier headings

  • The number of topics is displayed - the final number and the name of topics are loaded from the archive when creating the classifier, not editable
  • If not all topics are filled in, the number of unfilled ones and the final number are displayed: example - 8 of 15

Update table button (11)


 

Update table  

Active for any state

Delete (12)

When the button is clicked, a warning dialog box opens

If you click the button, the classifier is moved to the archive

The system displays an info message in the modal window:

You are going to delete this qualifier. Do you really want to do that?

The user must either confirm the operation or reject it

In case of confirmation, the system:

  1. Deletes classifier
  2. Closes the modal window

Active for any state

One thing to consider is that:

  • the maximum length of the classifier name is not limited by the field size (~58 characters)
  • characters that do not fit into the field size are hidden by an ellipsis
  • a pop-up window with hidden text is displayed when the cursor is hovered over it
  • if the text does not fit into the pop-up window, it can be viewed in full by scrolling
  • classifiers in the table are arranged by the date of change - the last changed classifiers are added at the top

When you put the cursor over the classifier name in the table in the Classifier column, tooltips appear that show the full name of the classifier. 

If you click on the Delete button for an inactive classifier, a modal window with a question will be displayed:
Are you sure you want to delete the classifier [Classifier name]?

When you confirm the deletion, a notification with the text will be displayed at the bottom right:
Classifier [Classifier name] has been deleted.

If you click the Delete button for the active classifier, a modal window with a question will be displayed:
Are you sure you want to delete the [Classifier name] classifier?

When you confirm the deletion, a notification with text will be displayed at the bottom right:
"You cannot delete an active classifier".

Below the table on the right side there is a page numbering and a dropdown list (13), by means of which the User can select the number of displayed rows, there is also a possibility of vertical scrolling of the page. 

The Classifiers tab allows you to use the following functionality:





  • Нет меток