Metadata Mapping

Incorporating metadata into the aiR Assist prompt enhances the quality of responses to your questions. By leveraging metadata, aiR Assist will filter the documents that are extracted, thanks to which the AI sees the correct documents instead of considering those that do not make sense.

Workspace administrators can configure how standard metadata fields are mapped to their specific Relativity workspace fields, with field names and IDs uniquely assigned to each workspace.

Configuring metadata mapping

Use the steps below to map metadata fields to specific workspace-related fields.

1. Navigate to aiR Assist.
2. Select Metadata Mapping from the hamburger icon in the aiR Assist chat panel.
   
   The Metadata Mapping panel slides open next to the aiR Assist chat panel. To close the panel, click the X opposite the panel heading or click Metadata Mapping again from the hamburger icon.
3. Toggle Enable Metadata Mapping to set up and use metadata in the workspace. By default, the toggle is disabled.
   
4. For each relevant metadata field listed that you want to use, select the appropriate workspace-level field from the corresponding drop-down. The fields listed in the drop-down will vary between workspaces. The first three metadata fields must be configured: Primary Date/Time, Email to, and Email from. Up to eight fields total can be configured. Labels appear next to each metadate field indicate the mapped or not mapped status.

Using metadata for queries

The Use Metadata toggle displays in the Ask a question box. Each user can choose whether or not to leverage metadata for their inquiry by toggling Use Metadata on or off. See Asking a question for details.

If Metadata Mapping is not enabled in the workspace, this toggle displays for users but is disabled (grayed out). See Configuring metadata mapping for details on enabling or disabling metadata.