Create and manage a Case Classification (CC) model

This is for:

Developer System Administrator

Coveo Machine Learning (Coveo ML) Case Classification (CC) models complement the Case Classification functionality of the Coveo Administration Console Case Assist (platform-ca | platform-eu | platform-au) page.

When you choose to generate case classification suggestions based on context recognition, you must configure a Coveo ML CC model to render classification suggestions in cases. Coveo ML CC models learn from support cases that have been correctly classified to provide classification suggestions on cases that haven’t yet been classified.

Example

On your support website, users can contact your support team by filling a support case. Under the hood, your Contact Support form contains a Case Classification model that’s been configured to provide suggestions based on context recognition, which means that the feature is powered by a Coveo ML CC model.

A user accesses your support website to fill a support case and enters the following information:

  • Case Subject: Speedbit watch connection problem

  • Case Description: My Speedbit watch doesn’t connect with my smartphone.

Since the model has previously learned from the terms and classifications used by other users when filling their support cases, the model suggests the following classifications to the current user:

  • For the @producttype field: Speedbit, Watch

  • For the @issuetype field: Connection, Bluetooth

Prerequisites

Before creating a Coveo ML CC model, ensure that the support cases you want to use to train the model meet the following data requirements:

Closed support cases

To help the model train from quality data, we recommend that you use closed support cases when selecting the cases that must be used by the model. This allows the model to learn only from support cases that have already been resolved.

The Apply additional filters section of the model configuration allows you to segment the support cases on which the model bases its training.

Example

You want the Coveo ML CC model to base its training only on closed support cases.

Therefore, in the Apply additional filters section, you enter sfstatus is equal to Closed.

Sufficient data in the training fields

The text fields of the support cases from which you want the model to base its training must contain at least 10 characters to be considered by the model.

Example

When configuring your Coveo ML CC model, you chose to train your model based on the subject and description fields.

Therefore, the model only takes into account the support cases that contain a minimum of 10 characters in both the subject and description fields for its learning process.

Sufficient classified support cases

Each field value that is to be predicted by the model must be part of at least 500 indexed support cases.

Example

When configuring your Coveo ML CC model, in the Fields to predict section, you chose to provide predictions for the caseType field.

In the support cases from which you chose to train the model, the caseType field has three possible values: issue, request, and incident.

Among the available support cases:

  • 1007 have been classified as issue

  • 1885 have been classified as request

  • 283 have been classified as incident

Since there are only 283 cases that have been classified as incident, the model only provides issue and request as classification values for the caseType field.

English support cases

The value of the index field that identifies the language of the support cases must be English for the support cases to be considered by the model.

Create a CC model

Note

You can only edit the model name once the model is created. To change the model settings, create a new model with the required changes.

  1. Depending on whether models have already been created in your Coveo organization:

  2. Under Name, enter a meaningful display name for the model, and then click Next.

  3. In the Learn from section, select the sources that contain the support cases from which the model should base its training.

    Note

    If your Coveo organization includes multiple indexes, the model can learn only from sources that are linked to the default index.

  4. (Optional) In the Apply additional filters section, you can specify a condition to segment the cases that the model should learn from.

  5. (Optional) In the Edit default filters section, you can edit the default index fields that the model must use to identify the language and creation date of the support cases.

  6. Click Next.

  7. Select the index field corresponding to the unique identifier of your cases (for example, sfcasenumber).

  8. Select the case fields (input fields) that the model must use for its learning process (typically subject and description).

    Notes

    • For the model to learn from the fields chosen in this step, the scoped fields must contain between 10 and 3000 characters.

    • While we recommend using the subject and description fields, you can use any other field that contains information that tends to solve cases, such as resolution, summary, and problemDescription.

  9. Click Next.

  10. In the Specify the output fields for which the model should provide predictions section, in the dropdown menu, select the fields that the model should provide predictions for (for example, producttype and issuetype). Note that the selected fields must be of the Facet type, and can’t be of the Multi-Value Facet type.

    Tip
    Leading practice

    We don’t recommend selecting fields for which generic values are available (for example, other or default).

  11. Click Next.

  12. In the Summary section, review your Coveo ML CC model configuration.

  13. Click Add model.

    Some of the support cases that have been targeted while configuring the model may later get filtered out because they can’t be used for training purposes. See CC model case filtering for details.

  14. Associate the model with a Case Assist configuration.

Tip

If you have the Enterprise edition, group this CC model and your other implementation resources together in a project. See Manage projects.

Edit a CC model

Note

You can only edit the model name once the model is created. To change the model settings, create a new model with the required changes.

  1. On the Models (platform-ca | platform-eu | platform-au) page, click the model you want to edit, and then click Edit in the Action bar.

  2. On the subpage that opens, select the Configuration tab.

  3. Under Name, edit the model’s display name.

  4. Click Save.

CC model case filtering

Some of the support cases that you scoped while configuring the model may get filtered out because they can’t be used for training purposes.

The model performs the following filtering process to ignore support cases for which:

  • Duplicated unique identifiers have been found. When the model finds cases with a duplicated unique identifier, it uses only one of them.

  • The selected input fields for prediction aren’t of the string data type.

  • The selected input fields for prediction have only one or no possible values.

  • The selected input fields for prediction contain empty values.

  • The selected input fields for training contain empty values.

  • The selected input fields for training aren’t of the string or list of strings data types.

  • The selected input fields for training contain less than 10, or more than 3,000 characters.

You can replicate how the model would filter some of the targeted support cases by using the Content Browser (platform-ca | platform-eu | platform-au) feature of the Coveo Administration Console.

Example

You plan on creating a CC model with the following configuration:

  • Support cases from the My Support Cases Source.

  • Uses support cases that have the closed status.

  • Uses support cases that have been created in October, November, and December of 2021.

  • Learns from support cases in English.

  • Learns from support cases the have the casenumber field as the unique identifier.

  • Uses the description and subject as input fields for training.

  • Uses the producttype and issuetype as output fields for prediction.

To see the indexed support cases that will be used by the model, you can enter the following query in the Content Browser:

(@status=="closed" @language=="English" @casenumber @sfcasenumber @subject @description @producttype @issuetype) ((@source=="My Support Cases Source") (@year==2021) (@month==(12,11,10)))

Delete a CC model

  1. On the Models (platform-ca | platform-eu | platform-au) page, click the ML model that you want to delete, and then click More > Delete in the Action bar.

  2. In the Delete a Model panel that appears, click Delete model.

Review active model information

On the Models (platform-ca | platform-eu | platform-au) page, click the desired model (must be Active), and then click Open in the Action bar (see Reviewing Coveo Machine Learning model information).

Reference

"Status" column

On the Models (platform-ca | platform-eu | platform-au) page of the Administration Console, the Status column indicates the current state of your Coveo ML models.

The following table lists the possible model statuses and their definitions:

Status Definition Status icon

Active

The model is active and available.

check-circle

Build in progress

The model is currently building.

target16px

Inactive

The model isn’t ready to be queried, such as when a model was recently created or the organization is offline.
Click See more details for additional information (see Review model information).

warningtriangle

Limited

Build issues exist that may affect model performance.
Click See more details for additional information (see Review model information).

warningtriangle

No query pipeline

The model isn’t associated with a query pipeline.
Click Associate with a query pipeline to go to the Query Pipelines page.

warningtriangle

No case assist configuration

The model isn’t associated with a case assist configuration.
Click Associate with a case assist configuration to go to the Case Assist page.

warningtriangle

Soon to be archived

The model will soon be archived because it hasn’t been queried for an extended period of time.
Click Delete to remove the model.
Learn more about archived models.

warningtriangle

Error

An error prevented the model from being built successfully.
If it’s a temporary system error, check back soon. Otherwise, click See more details for additional information (see Review model information).

critical

Archived

The model was archived because it hasn’t been queried for at least 30 days.
Click Delete to remove the model.
Learn more about archived models.

n/a

Filtering options

When configuring a Coveo ML CC model, you can specify additional filters to adapt how the model should learn from the data it receives.

The Apply additional filters section allows you to specify a condition to segment the cases that the model should learn from.

The Edit default filters section lets you modify the default filters used by the model to identify the language and creation date of the support cases.

"Apply Additional Filters" section

In this section, you can optionally specify a condition to segment the cases on which the model should base its training.

To avoid the model building on inaccurate information, we recommend that you only scope closed support cases.

Example

You want the Coveo ML CC model to base its training only on closed support cases.

Therefore, in the Apply additional filters section, you enter sfstatus is equal to Closed.

To specify an additional filter

  1. In the Apply additional filters section, click Add-Filter.

  2. In the Add a Condition panel that opens, in the Field name input, enter the name of the field that you want to use to segment cases.

  3. In the Select an operator dropdown menu, select the desired operator.

  4. In the Value input, enter the value of the field on which you want to segment the cases.

  5. Click Add filter.

"Edit Default Filters" section

In this section, you can optionally edit the default index fields that the model must use to identify the language and creation date of the support cases.

By default, the model uses the following field values:

  • Language: The value of the language field.

  • Date: The value of the date field.

However, your support cases may use the value of different fields to identify their language and creation date.

Example

The support cases you want to use to train your Coveo ML CC model use the following field values to identify their language and creation date:

  • Language: The value of the sflanguage field.

  • Date: The value of the sfcreationdate field.

Therefore, you specify these fields in the Edit default filters section to instruct the model to use the sflanguage and sfcreationdate values rather than the default ones.

To edit the default language and date filters

  1. In the Language dropdown menu, select the field that must identify the language of the support cases.

    Important

    The value of the field that identifies the language of the support cases must be English for the support cases to be considered by the model.

  2. In the Date range section:

    • In the first dropdown menu, select the field that must identify the creation date of the support cases.

    • In the second dropdown menu, select the period of time for which the model should learn from support cases. By default, the model learns from the support cases created in the last 6 months. However, you can select one of the available preset ranges, or enter a custom date range.

    Tip
    Leading practice

    We recommend that you use a dynamic date range (that is, Last 3 months, Last 6 months, or Last year) to train your model to ensure that it learns from the latest available data.

    Using a fixed date range (for example, from 2022/01/01 to 2022/06/01) results in the model always retraining on the same data.

Required privileges

By default, members with the required privileges can view and edit elements of the Models (platform-ca | platform-eu | platform-au) page.

The following table indicates the privileges required for members to manage Coveo CC models (see Manage privileges and Privilege reference).

Action Service - Domain Required access level

View models

Machine Learning - Models
Organization - Organization
Search - Query pipelines

View

Manage models

Organization - Organization
Search - Query pipelines

View

Machine Learning - Models

Edit

Machine Learning - Allow content preview

Enable

Content - Sources

View All

Content - Fields

View