Create and edit category
Create new category:
- Click on the button
Create category.
Edit existing category:
- Click on the button
Edit category.
- The following window is displayed:
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You can configure the following settings:
Option/Function | Description | |
Version | The version indicates the number of changes to the templates created for this category and makes it possible to restore an earlier version. The version counter is started with the first saved change to the category.
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Name | Unambiguous, unique name of the category. When saving the category, an error message is issued if the name is already used for another category. | |
Search for exact keywords | Only keywords that match exactly are taken into account. Variants or similar terms are ignored.
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Keyword and alternative writing | Conversations are assigned to the defined category on basis of keywords. To cover homophones, you can define alternative writing. Example Search for the keyword Bank while Search for exact keywords has been activated: − Terms like banking secrecy or bankability are not considered. Create keyword and alternative writing
Delete keyword and alternative writing
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Button Import | Importing your own keyword lists, see Import. | |
Frequency | Specify how frequently a keyword must occur in the transcript in order to trigger a categorization. Activate "Count unique keywords once" to count keywords that appear several times only once.
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Sentiment | Defines the emotional intensity of a category as a percentage. Sentiments are displayed in color in a replay bar in the detail view of the recording. Example: Defined keywords are swear words or threats and sentiments have been set to a high level with a red mark on the replay bar. In addition to the sentiments, the spotted keyword is marked with the icon
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Execute action based on category | Change the retention period of records that match a specific category. This option is only available if the definition of TTL changes (Time-To-Live) by categorizations has been activated. The retention period is changed according to the categorization specifications, see Action based on categorization. | |
Link | Not yet available |
- Click on the button Save to save the settings.
Click on the button Cancel to discard the settings.