Skip to main contentAI-Guided Coding
Automatically analyze and tag research data based on custom instructions and examples.
Setup
Configure in Workspace Settings > Coding:
- Default Instructions: Define coding methodology and terminology
- Interest Threshold (1-10): Controls sensitivity for tagging
- Higher (7-10): More selective, fewer tags
- Medium (4-6): Balanced
- Lower (1-3): More inclusive, more tags
Usage
After configuration, AI-guided coding:
- Analyzes documents and identifies relevant segments
- Creates or applies tags following your patterns
- Highlights tagged text in documents
- Stores tags at the workspace level
Review and refine AI-generated tags in the document view.
AI-created tags follow these rules:
- Concise (max 5 words, under 25 characters)
- No punctuation
- Brief description (under 100 characters)
Best practices
- Provide clear, specific instructions
- Include 3-5 examples of correctly tagged content
- Adjust interest threshold based on results
- Review and refine AI tags as needed
- Combine AI coding with manual refinement
