Explorer: Move documents between clusters/AI categories

Why moving documents

Apart from the subjective nature of categorizing text into different groups, we must note that no matter how advanced the clustering models are there are always samples (i.e. responses, feedback texts, documents, etc.) that better belong to another category. AI takes care of 70 to 80 per cent of the task and a post-processing step done by humans will improve the results.

At Relevance AI, we provide you with a user-friendly GUI to move documents between categories/AI clusters one-by-one or in batches.

How to move one document to a different cluster

The "move to different category" functionality is available on both category/cluster view and document view. The difference is on category view move is possible one-by-one or from one source category, whereas on document view, you can select one or multiple documents to be moved regardless of their originally assigned category.

One document at a time on Category view

Locate the document that you wish to move to another cluster. Hover over the top right corner on the corresponding cluster card and click on "Move to different category".

Relevance AI - Explorer -move a document to another categoryRelevance AI - Explorer -move a document to another category

Relevance AI - Explorer -move a document to another category

A new window will pop open on which you see the selected document on the left-hand side. On the right exist all AI categories. Locate and click on your desired destination category (i.e. the category to which the document will be moved), and click on "Move document" button.

Relevance AI - Explorer -move a document to another categoryRelevance AI - Explorer -move a document to another category

Relevance AI - Explorer -move a document to another category

Multiple documents at a time on Category view

In this flow, documents to be moved should belong to the same category. Scroll down and locate the category to which the document-to-move belong. Click on "Explore all data".

Select the document you wish to move to a different category and click on "Move to Different category".

On the final step, you will see the selected documents on the left-hand side. On the right exist all AI categories. Locate and click on your desired destination category (i.e. the category to which the document will be moved), and click on "Move document" button.

One or multiple documents on Document view

On Document view, here is no limit on the original cluster/category of the documents you wish to move. This is very helpful when moving between clusters/categories in bulk. Imagine you wish to have any response/feedback/free-text with the word "buggy" in them in a cluster called "Buggy app". Simply set the search on Explorer, select the result(s) as shown in the image below and click on "Move to Different Category".

Note: search is not a crucial step, you can explore the data under your preferred method and select the documents simply by clicking on the the box on the left-hand side.

On the final step, you will see the selected document(s) on the left-hand side. On the right exist all AI categories. Locate and click on your desired destination category (i.e. the category to which the document will be moved), and click on "Move document" button.