Manual or AI Classification: Which for Your Records?
Choosing between manual or AI classification depends on the cost of getting one wrong. High-volume, pattern-following, cheap-to-correct fields are exactly what an agent should fill.
Why classification fields go empty
They are genuinely useful and genuinely tedious, which is why they are the first thing skipped.
- Category left blank because it takes a moment to think about
- Priority set inconsistently by different people
- Sentiment never captured, though it would be useful
- Resolution dates filled retrospectively, or not at all
Which fields suit which approach
| Field | Good for AI? | Why |
|---|---|---|
| Category | Yes | High volume, clear pattern, cheap to correct |
| Priority | Yes | Rules are consistent and repeatable |
| Sentiment | Yes | Never captured manually anyway |
| Financial approval | No | Authority and accountability must stay human |
| Contract terms | No | Consequences are legal and irreversible |
How to configure it in Jestor
- Open the agent configuration in Jestor and find the field permissions.
- Select only the fields the agent should fill — category, priority, sentiment.
- Leave authority-bearing fields unselected; the agent cannot reach them.
- Include a resolution date field, which people routinely forget to fill.
- Add a confirmation checkbox on critical processes before the agent acts.
Why choose Jestor for assisted classification?
Jestor makes the boundary explicit and visible in the configuration itself, which is what makes it reasonable to start on a process that matters rather than only on a test case.
Fields nobody had time to fill — sentiment, resolution date, auto-categorization — are exactly where an agent adds capability rather than just speed.
Frequently Asked Questions
What happens to fields I do not select?
The agent cannot access or change them. See jestor.com.
Should AI set financial approvals?
No — authority and accountability should stay human.
Can the agent fill a resolution date?
Yes, and it is one of the fields people most often forget.
Video Tutorial: Step by Step
Check out other practical tutorials on the Jestor YouTube channel.
Get to know Jestor
With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.