Summary graphs: Total Automation vs. Error

The Total Automation vs. Error graphs show the relationship between the automation rate and error rates for all categories in the knowledge base. Use these graphs to evaluate the performance of your knowledge base and find the right balance between automation rate and error rate.

Automation rate and error rate

The percentage of your content that is classified automatically is referred to as the automation rate. While ideally you want to automatically classify all of your content, there might be some errors along the way. For example, some content items might receive scores that exceed the threshold of a category in the knowledge base, even if they do not belong to that category.

The percentage of content that is automated incorrectly is referred to as the error rate. The higher the threshold is set for a category, the lower the error rate will be. This is because only documents that receive high scores for the category will be classified automatically. However, setting a higher threshold also means that a lower percentage of documents will be classified automatically.

Error rate and strict error rate

Suppose a document should be classified into a category called Sales. If the document is classified into the Marketing category instead of the Sales category, this is clearly a classification error. But what if the document is correctly classified into the Sales category and also belongs in the Marketing category? Depending on your classification requirements, this may or may not be considered a error.

To measure the error rate for both of these scenarios, two graphs are provided. Both graphs show the percentage of content items that were classified incorrectly at a given automation rate. The difference is how the error rate is calculated when multiple category matches are returned for a content item.
Total Automation Rate vs. Strict Error Rate
In the Total Automation Rate vs. Strict Error Rate graph, a classification error occurs when at least one incorrect category is returned. For example, if two categories are returned and one category is correct while the other category is incorrect, an error is registered.
Total Automation Rate vs. Error Rate
In the Total Automation Rate vs. Error Rate graph, a classification error occurs when none of the returned categories are correct. If at least one correct category is returned, no error is registered.
Maximum number of matches per item
This setting specifies the number of category matches that are returned for each content item. If your content must be classified into one category only, set this to 1. In this case, both graphs will show the same data. If you want your content to be classified into more than one relevant category, increase this number accordingly. For example, an organization wants to display the top-five suggested categories for an incoming message to a customer service agent for manual handling. In this case, they would set the Maximum number of matches per item to 5.

Evaluating the results and configuring automation

Find the point on the graph that best fits your business requirements. In most cases you want to find the point that provides the highest possible automation rate with the lowest acceptable error rate. For example, an organization that can accept a 5% error rate might find that this corresponds to a 90% automation rate.

You can use the strict error rate to set thresholds for categories in your knowledge base. For more information, see the topic on setting thresholds.