- Getting started
- Getting set up as a legacy user
- Getting set up as an Automation Cloud user
- Default user permissions
- 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
- Delete a source
- 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)
- Understanding the status of your dataset
- 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
Getting set up as a legacy user
To get an account, an Admin on Communications Mining™ will need to create a new user profile for you from the 'Manage Access' page within the Admin console within the platform.
Once a new account has been requested you should automatically receive an email requesting you to setup your account, this will contain a link that is valid for 24 hours before expiring.
Once an Admin on Communications Mining™ has created a user profile for you, the platform will automatically send you an email.
The email contains a URL which will open the password creation page in your browser. This URL is valid for 24hrs before expiring to prevent insecure access to the platform.
Choose a new password. If you want to see the password as you type it, you can click the eye icon on the right-hand side of the password box. Passwords must pass the following checks:
(1) Your password must be strong. For inspiration, a strong password can usually be generated with four random words. You can make a password stronger by adding capital letters, numbers, and symbols
(2) Your password must be unique. You should not reuse a password you already use. You must not use a password that has been leaked from another website, as this makes your password very easy to guess
(3) You must confirm your password.
Once your new password has passed all three checks, you can click the ‘Set Password’ button to set your new password.
From the password creation page, clicking 'Set password' will direct you to setting up two-factor authentication (2FA) for your account. All accounts are protected using 2FA and this process is mandatory for every user.
You will need to install the Google Authenticator application onto your mobile device to do this. 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.
Once you have confirmed your password, you will be directed to set up two-factor authentication for your account. To do this, simply follow the on-screen instructions.
Setting up two-factor authentication (2FA)
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:
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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