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Communications Mining user guide

Last updated Mar 3, 2026

Training using Search (Explore)

Note:

You must have assigned the Source - Read and Dataset - Review permissions as an Automation Cloud user, or the View sources and Review and annotate permissions as a legacy user.

Even though training through Search is not a primary step in the Explore phase, it can still serve as a useful training tool at any stage of the training process.

Training using Search in the Discover page describes how to use the search action sparingly. Avoid using it too much, as it can bias your model.

Search for terms or phrases in Explore in the same way as in Discover.

Comparing using Search in Explore and Discover

  • In Explore you must review and annotate search results individually, rather than in bulk, like Discover.
  • Explore provides a helpful approximation of the number of messages that match your search terms. Check the following example for cancellation searching.

Search for a few relevant terms or phrases, and check how many approximate matches are in the dataset. Use this to estimate whether you have enough examples for a certain label.

Enter your search term in the search box as shown in the following image:

This image depicts an example of the search query in Explore.

To use Search in the Train tab, as another step from the Explore phase of the training, proceed as follows:

  1. Select the generic search recommendation in the Train tab:

  2. Select the label from the search dropdown list:

    This image depicts the Choose a label to search examples for field.

  3. Review the LLM-powered label search suggestions.

  4. Enter the search term and preview the results, including the number of approximate matches.

  5. Select Train these messages or search for another term before you proceed.

    Note:

    The Batch has 6 results on a page, with annotating experience similar to Discover, bulk and individual.

    This image depicts reviewing messages containing a specific term in Explore.

  6. Once you have annotated the messages, select Done. This action displays a pop-up window informing you that the training batch is complete. This window also includes a summary of training actions and options to close or search for examples for a different label, if the label does not meet the criteria for no longer recommending search.

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