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Configure generative AI classification for a solution

It is possible to enable generative AI classification when you create a solution. If a solution was created with a version of TotalAgility 2025.2 or older, then this setting is disabled by default.

You can enable generative AI classification when creating a solution. Generative AI classification does not require any training documents for classification. Instead, it uses a large language model (LLM) to classify a document based the document type name. You can optionally provide a description for each document type to help the LLM classify the documents more effectively.

In most cases, generative AI classification is used in partnership with trainable classification. If those classifiers fail, then generative AI classification is performed. This is useful if the document is new and has few to no training documents.

Enable generative AI classification

If you did not enable generative AI classification when you created a solution, use this procedure to send your document to a large language model that determines classification.

Procedure
  1. Select the Settings menu on the ribbon.
  2. Select Processing.
  3. In the Classification > Generative AI Classification group, configure the following settings.

    Setting

    Description

    Enabled

    Set to Yes to use generative AI classification when trainable classification files , documents are sent to an LLM when trainable classification fails. (Default: No)

    Also available when creating a solution.

    Page count

    Enabled only when Enabled is set to Yes.

    Specify how many pages, starting from the first page in a document are sent to the LLM for classification (Default: 1)

    Minimum confidence (%)

    The minimum threshold for a classification result to be considered confident. (Default: 90)

    For solutions created in an earlier version of TotalAgility, this value is set to 0 to maintain consistent behavior.

  4. Save your solution.
Next steps

Disable generative AI classification

Use this procedure to disable generative classification if you do not want to send your documents to a large language model that determines classification.

Procedure
  1. Select the Settings menu on the ribbon.
  2. Select Processing.
  3. In the Classification > Generative AI Classification group, set Enabled to No.
  4. Save your solution.
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