Getting Started Guide

Overview

This brief guide introduces the key features of Clavata.ai, highlighting how it can help streamline your policy management process. For tailored support and to learn how Clavata.ai can benefit your specific needs, feel free to reach out to us directly. Test

Home Page

From the Home Page, you can easily access key areas of the system. This includes:

• Help articles, which offer support resources to assist with any questions.
• Your Policies section, where you can manage and configure compliance settings.
• Datasets, where all uploaded data used for testing is stored.
• This navigational walkthrough, which you can revisit at any time for guidance.

Navigation Bar

On the left side of the screen, you'll find the navigation bar. This allows you to:

• Return to the Home Page from any page in Clavata.
• Manage your Policies, where you can create, edit, and otherwise view details of your Policies.
• Access the support center for access to our reference documentation.
• View and manage your user account.

Manage Policies Page

In the "Manage Policies" section, you have the ability to:

• View and edit existing Policies.
• Manage your Policies, including updating their states, viewing the version numbers, and reviewing the last edit dates.
• Identify policies using their unique IDs, displayed next to each policy name.
• Create new Policies by selecting either:
  • A blank template.
  • Pre-populated templates provided by Clavata.

Policy Editor

On the Editor page, you can select an existing Policy for modification. Once selected, you are able to:

• View the configurations of your Policy.
• Add, edit, or remove Sections or Rules.
• Create a Section or a Label.
• Create Rules and add them to your Section. Rules are created using Conditions.
• Adjust Signal Lists.
• Run tests on the current Policy, or on your updated Policy.

Running a Test

Below the Policy Editor, you can run tests on your Policy using your datasets, or pre-defined datasets provided by Clavata. This includes:

• Selecting a dataset or uploading your own, adjust your User Labels if needed, then clicking "Run Test."
• Viewing the test results, which display lines of content analyzed, showing whether the content was classified as true (the AI flagged the content based on a Section in the Policy) or false (the AI did not flag the content).
• Downloading the test results in csv format, once a test is run.
• Make adjustments to your Policy based on the test results.
• Re-run your test and continue making adjustments until you are comfortable with the test results. 

Need more help? Contact our support team at support@clavata.ai