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How do Smart Categories function?

Smart Categories enable seamless tagging by applying suggested prompts to all mentions in your workspace. Follow these steps to set up and use Smart Categories:

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Setting Up Smart Categories

  1. Navigate to Settings → Smart Categories
  2. Click on Create New Smart Category
  3. You’ll see a menu where you can configure your category:
    • Create a specific prompt that will run across your workspace.
    • Fill in the required fields.
    • Your filters will update in the dashboard within 15 minutes.
  4. Navigate to Workspace → Filters → Smart Categories
  5. View live tagged data or export the data into a CSV for further analysis.

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Smart Category Tagging Frequency

  • Smart Categories update new data in your dashboard every hour, ensuring your tagging remains up to date with the latest information.
This feature streamlines content classification and enhances data analysis, making it a valuable tool for efficient workspace management.

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Additional Resources

Any other questions? Check out our Smart Categories Workflow Guide or reach out to support@peakmetrics.com!