- Getting started
- Balance
- Clusters
- Concept drift
- Coverage
- Datasets
- General fields (previously entities)
- Labels (predictions, confidence levels, hierarchy, etc.)
- Models
- Streams
- Model Rating
- Projects
- Precision
- Recall
- Reviewed and unreviewed messages
- Sources
- Taxonomies
- Training
- True and false positive and negative predictions
- Validation
- Messages
- Administration
- Manage sources and datasets
- Understanding the data structure and permissions
- Create a data source in the GUI
- Uploading a CSV file into a source
- Create a new dataset
- Multilingual sources and datasets
- Enabling sentiment on a dataset
- Amend a dataset's settings
- Delete messages via the UI
- Delete a dataset
- Export a dataset
- Using Exchange Integrations
- Preparing data for .CSV upload
- Model training and maintenance
- Understanding labels, general fields and metadata
- Label hierarchy and best practice
- Defining your taxonomy objectives
- Analytics vs. automation use cases
- Turning your objectives into labels
- Building your taxonomy structure
- Taxonomy design best practice
- Importing your taxonomy
- Overview of the model training process
- Generative Annotation (NEW)
- Dastaset status
- Model training and annotating best practice
- Training with label sentiment analysis enabled
- Train
- Introduction to Refine
- Precision and recall explained
- Precision and recall
- How does Validation work?
- Understanding and improving model performance
- Why might a label have low average precision?
- Training using Check label and Missed label
- Training using Teach label (Refine)
- Training using Search (Refine)
- Understanding and increasing coverage
- Improving Balance and using Rebalance
- When to stop training your model
- Using general fields
- Generative extraction
- Using analytics and monitoring
- Automations and Communications Mining
- Licensing information
- FAQs and more
- Access & user management FAQs
- Data upload & management FAQs
- Model training FAQs
- Analytics FAQs
- Automation FAQs
Communications Mining User Guide
Access & user management FAQs
If you are accessing the platform via Legacy access:
To get an account, an Administrator will need to create a new user profile from the 'Manage Access' tab on the Admin console (accessible via the cog in the top right).
Once a new account has been requested you should automatically receive an email requesting you to setup your account.
If you are accessing the platform via Automation Cloud:
To get an account, an Administrator on your Automation Cloud will need to add you to the tenant the Communications Mining service is enabled on.
Once you are added to the tenant, an Administrator on Communications Mining will need to add you to the relevant project(s).
Each time you log into Communications Mining, you will need to do so via Automation Cloud, via the SSO.
With the right permissions, you can easily add new users via the 'Manage Access' page. A guided walkthrough of how to do this can be found here.
When a new user is created or added to an project, they are granted certain default permissions. Permissions allow users access to certain actions and features within the platform. Permissions can be granted by a single user to other users (as long as they have said permissions).
You will need to install the Google Authenticator application onto your mobile device to set up two-actor authentication (2FA). This can be downloaded from the Apple App Store or Google Play.
More information on how to install and use Google Authenticator can be found here.
The most common reason why your 2FA code does not work and you receive an error message is that the timezone on your phone is not set automatically so it may be out of sync:
If you're using an iPhone, go to 'Settings > General > Date & Time' and make sure that 'Set Automatically' is enabled, then try your 2FA again.
If you're using an Android phone, go to 'Settings > Date & Time' and make sure 'Automatic Time Zone Setting' is enabled.
If your problem persists, please raise a Support ticket and we'll be able to assist you.