Release Notes - 24 August 2022

A crucial part of analysing unstructured data is collaborating with your team, and efficiently sharing insights. Today’s release sees team management receive a huge upgrade!

But that’s not it. We’ve also given you more power over your AI-generated categories, through new Merge and Move features.

Let’s have a look at what team Relevance AI has been building!

Easily share & secure your unstructured data analysis

We’ve enhanced User Management to make it significantly simpler to invite your team to collaborate, as well as tightly control their permissions.

Why does it matter?

Collaboration is a crucial part of understanding unstructured data. We believe that you should be able to seamlessly share your analysis and insight between teams. This frees it to impact your business strategy and decision-making.

At the same time, you need to be able to lock things down and apply very specific access rules. We treat data security very seriously.

To solve this, we’ve built an extremely flexible access management layer for sharing or locking down your projects and datasets. We’ve redesigned the experience to make user management a breeze.

How does it work?

To manage access to your project, head to the Manage Users page from your main view. This used to be called “Project Settings”.

View users and manage their permissions

On this page, you’re able to view all of the users of your project and manage what permissions they have. You can also provide your project with a name and description.

Invite new users

Inviting new users to your project is easier than ever. All you have to do is enter their email, set up their permissions and press Send. They’ll receive an email asking them to accept your invitation.

After sending your invite, you can monitor the invite status and even Resend the email if it gets lost!

Take more control over your AI categories

Our AI clustering saves you literally hundreds of hours of manual analysis, by magically grouping content into categories. But the results are never perfect. We’ve built more tools to let you refine the results generated by our AI.

Why does it matter?

Using an AI clustering workflow is one of the most powerful things you can do in Relevance AI. In a matter of minutes, our platform is able to break up your unstructured data into semantic categories.

Obviously, this saves your team a massive amount of time. However, what we’ve heard from our users is that you want more control over the results. Sometimes there are documents that probably belong in different categories; meanwhile, some categories are very similar and probably better off merged into one.

In this release, we’ve started increasing your power over AI results!

How does it work?

There are two key features we’ve shipped into the new Explorer (beta) to help tackle this user need:

• Merge categories
• Move documents between categories

Merge categories

The first is a new, more intuitive tool for merging clusters. In any Category View page, if you’re analysing an AI generated category, click the Merge button in the toolbar.

This will pop up our Merge tool, with all your categories listed on the left. We even preview two documents for each category to give you an idea of what they contain. Select the categories you want to merge, and they’ll appear on the right.

You can also select categories in the left categories sidebar, and they will appear in the Merge tool when you open it!

Move documents between categories

The second feature we’ve implemented is an easy way to move documents between your categories.

Start by “Exploring all data” in the category that contains documents you want to move.

In the “Explore all data” screen, you will be able to select documents via the checkboxes. When you’ve selected a document, the “Move To Different Category” button will appear. Here you can select which category to move these documents to.

There you go! A way to merge related categories, and move documents easily between them.

Other features in this release 💯

Alongside the features we’ve just explored in depth, there’s lots of tweaks we’ve made to improve your Relevance AI experience. Here’s a couple of stand outs…

Quick filter to any value in your dataset

Previously, you were limited to quick filtering from the top 10 most frequent values for a field. We’ve removed this limit, so now you can filter by any value that exists.

Tip of the week ✨

Did you know, you can tell our dashboards how to display your data appropriately - for example, as an image or list of tags? We do our best to guess what content a field contains, but you can set this explicitly by going to the Settings page in your nav bar:

Then you can set the “Content Display Type” of your fields appropriately. In the screenshot below, I’m telling our platform that my “primaryCategories” field contains a list of tags - so that they are displayed this way.