Explorer: Merge AI-Categories

Combine clusters or Codes

Why merging categories

If the content of some categories is very similar, you might want to merge them together. For instance, when analysing email text data, it is likely to face clusters on different ways of starting the email (e.g. Hello, Hi, Dear ..., etc.). Relevance AI's Explorer allows you to merge these together into one category/cluster as general greetings.

How to merge clusters on Explorer


Warning: merge is not reversible

To get the original categories back, you will need to rerun the original analysis.

The merge functionality is available on the category view, set on AI categories such as AI-tagging or AI-clustering results. So make sure such category view tab/page is set up and selected. Locate the "Merge" button right below the overview section.

Relevance AI - Explorer -merge clusters

Relevance AI - Explorer -merge clusters

When "Merge" is clicked a list will pop open on which you can select the categories you wish to merge, hit "Merge categories" when done.


Relevance AI - Relevance AI - Explorer - merge clusters


Editor for merge

Relevance AI's Editor is a strong tool for manual or AI-recommended merge for different category results (i.e. AI-clustering or AI-tagging). Read more on Merge and rename categories.

Note: Another quick way for merging categories is to use "View category list" menu. The list is located on the left, under the overview bar. Follow the three steps as shown in the image below:

  1. Open the "View category list" menu
  2. Select the desired categories for merging
  3. Hit "Merge"