Custom Metadata Filtering
When you attach metadata to your ingested transcripts, you can use this metadata to filter down into groups of conversations that match certain criteria. This creates a temporary view into a subset of your data and has no effect on ingestion.
For example, you can use custom metadata filtering to view conversations that match a given
user_id, or only view conversations that were generated with a specific LLM version.
Filters are applied globally to all views, so ensure you have disabled or enabled the correct filters if the data you are viewing within the dashboard doesn't match your expectations.
To add a new global filter to your dashboard view, click the filter icon in the top right of the Context.ai menu bar.
Click the filter icon in the top right to modify the global filter.
Clicking the filter icon will open the global filter bar where you can specify the exact metadata you would like to match against in the filter.
To add a new filter on a given metadata key, click the
+icon. Within the dropdown that appears, choose the metadata keys for which you would like to enable a filter.
Click the + icon to create a new global filter.
Select and search for the relevant metadata values you would like to filter into from the dropdown.
Use the filter dropdown to select metadata keys and values that will apply to the filter.
A filter within a single key will fetch the union of the selected values, whereas filters across metadata values will fetch the conjunction of metadata keys. For example, in the below image, this filter will fetch the conversations where
llm_modelis equal to
Apply filters across multiple metadata keys for advanced grouping.
Applybutton to activate the filter.
To remove a filter, press the
xbutton next to the metadata key field. Then press
Applyto activate these new settings.