Move Items To Different Clusters

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.

Possible move-documents between categories scenarios are:

  • One document at a time on Category view
  • Multiple documents at a time on Category view
  • One or multiple documents on Document view

In all cases, you will locate and select the document(s) that you wish to move to another cluster.

Relevance AI - Explorer -move a document to another category

Relevance AI - Explorer -move a document to another category

next the destination cluster is chosen and "Move document".

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 category

Relevance AI - Explorer -move a document to another category

For delated explanation of steps, please visit how to move documents between categories