AI classification for tickets, products and documents
Route tickets, classify products, classify documents by type.
CATEGORIZE · CHOOSE REPLIES · ASSIGN SHAREPOINT & FILE PERMISSIONS · LABEL PHOTOS
Upload your team’s past decisions from Excel, CSV or Google Sheets, or photos already sorted into your categories, and StayCharted AI Model Trainer (AMT) trains a model that makes them the same way. No code, and tested on examples it never saw before you use it.
Using AI agents? See how StayCharted fits
Also available on AWS MarketplaceMicrosoft Marketplace
Free plan · No code · Your data trains only your models · 93.7% on a public banking benchmark (Dedicated AI Model)
● HOW IT ALL FITS
2. APPLIES IT TO NEW WORK FROM
Straight into your system, or back to the agent to act on.
A person confirms or corrects it, with similar past examples beside it.
Asking a chat assistant to categorize can produce different answers when the prompt or model changes. A trained model learns from your team’s past decisions and applies a published version to new inputs, with a confidence score, without rewriting a prompt for each batch. Review and retrain it when your categories or data change.
On a public banking benchmark with 77 intents, StayCharted’s Dedicated AI Model answered 93.7% correctly on held-out rows. Claude, given a definition of each category, answered 84.7%. Dedicated AI Models require Business; results vary by task. Read the benchmark and method →
Route tickets, classify products, classify documents by type.
Choose the reply your team would send, and who sends it, from the replies you already use. It does not make up answers.
Access for new files and sites, groups for new starters, owners for new requests.
Several fields at once, like GL account and cost center.
Inspection results and damage types, reading the photo and the note with it.
| Your examples | What your team decided |
|---|---|
| Support tickets | Which queue |
| Inbound leads and website messages | Which reply, and who sends it |
| Files and SharePoint sites | Who has access, and at what level |
| Invoice lines | GL account and cost center |
| Product listings | Catalog category |
| Inspection photos and notes | Pass, or which defect |
| New starters | Which groups they join |
If your team has done it a few hundred times and can tell when an answer is right, it can probably be a model.
FROM EXAMPLES TO A WORKFLOW
Upload work your team has already done: a spreadsheet with the answer each row was given, photos in folders (with a note column if you have one), or your SharePoint permission export as it is.
Before training, StayCharted finds duplicate rows, categories that mean the same thing, categories with too few examples, and personal information such as email addresses and phone numbers. Fix each in a click.
See how often the model is right on rows it never saw during training, which categories it mixes up, and how many rows a person would need to check.
Fill a CSV or Excel file, fill the empty rows in Google Sheets, call it through the API, or ask it from Claude or ChatGPT.
ONGOING
Answers below the confidence you choose go to a Review Queue. Your team confirms or corrects them, and the next version learns from the corrections.
Or call it from your own code, with one record in and one answer out.
POST https://amt.staycharted.com/api/v1/models/{id}/classify
Authorization: Bearer amt_live_…
{ "input": "I was charged twice this month" }
→ { "label": "Billing",
"confidence": 0.94,
"needsReview": false,
"modelName": "Support ticket routing" }API guide →Grouping unlabeled rows, the Review Queue and API access are available on Essentials and Business. Compare plans →
FILE & SHAREPOINT PERMISSIONS
Train on your past access decisions. StayCharted suggests permissions for new sites, files and starters, with confidence scores to help you decide what needs review.
No permission matrix to write or keep up to date.
StayCharted only suggests. You approve any suggestion that would widen access.
You apply what you approve, in SharePoint or with your own scripts.
Customer request → Support category
Explore solutionM8 stainless bolt → Fasteners
Explore solutionDifferent descriptions → One category
Explore solutionQuote needed by Friday → High priority
Explore solutionSource codes → Your internal categories
Explore solutionSupplier agreement → Contract
Explore solutionHow no-code text classification works →Compare trained models with an AI assistant →
VISION · PHOTOS AND TEXT
Train from photos your team has already categorized: folders of pictures, or a spreadsheet of picture links. Your model can read the text that comes with each photo too, such as an inspector’s note, a customer’s message or a product title. It then categorizes new photos with a confidence for each, and sends the unsure ones to a person.
Photos alone work too. A row with a note but no photo is answered from the note. Needs the Vision add-on; on Business, a Dedicated AI Image Model can learn your photos and notes as well.
Start here → Product and inspection photos
SENSITIVE DATA CHECKS · EVERY PLAN
Check text examples for recognizable personal information and secrets before training. Mask detected values, exclude affected rows, or keep them. Models trained on masked text also mask new inputs. Detection does not catch everything; names, addresses and free-text sensitive details need manual review.
See what the checks cover →START WITH ONE RECURRING TASK
Your task is a good fit when you have past examples, clear categories and a way to check the answer.
Start with Classifier Models, one AI Classifier Model and file downloads. Paid plans add capacity and capabilities, with no per-seat charges.
Compare text and image models →Is a trained classifier right for your task? →StayCharted AMT checks text before training so you can mask detected values, exclude affected rows, or keep them. Models trained on masked text also mask new inputs. The check does not detect everything; names, street addresses, and free-text medical details still need manual removal.
Yes. The Vision add-on enables AI Image Classifier Models on Essentials and Business. Train from categorized photos, then categorize new images through files or your own apps. Business with Vision also supports Dedicated AI Image Models, which train the AI itself on your examples. A picture model can also read a text column with each photo, such as an inspector’s note. Vision recognizes what a picture shows; it is not OCR for reading text inside receipts or forms.
AI Model Trainer turns examples of your team’s past work into a private AI model. Upload text or photos with the answer your team gave each one, such as a category, the groups that can open a file, or an account code, and it trains a model that gives the same kind of answer for new ones, with a confidence for each. Use it on a file, in Google Sheets, through the API or from Claude and ChatGPT. Answers it’s unsure about go to a person.
Start with a spreadsheet or business-system export containing examples and their correct outcomes, such as tickets paired with categories or supplier descriptions paired with approved categories. For images, use a ZIP with one folder per category or a spreadsheet of public picture links and category labels. For SharePoint permissions, your permission export as it is.
AMT provides no-code AI model training: supply labeled examples, train custom AI models, and review their results without writing training code or needing machine learning expertise. Connecting the Prediction API to your application may require a developer.
Start with the kind of examples you have. For clearly worded text categories, try a Classifier Model. When wording varies, consider an AI Classifier Model. For pictures, start with an AI Image Classifier Model through Vision. If your task needs finer distinctions, compare a Dedicated AI Model using separate test examples. Choose based on the errors that matter in your workflow.
Every answer comes with a confidence from 0 to 100%. Confidence is a guide, not a guarantee. Choose a cutoff to flag uncertain answers for review. On Essentials and Business, answers below it wait in the Review Queue for a person; your integration decides how to use answers in another system. Before relying on a model, inspect its held-out accuracy overall and per category, and the share of answers that need checking at your cutoff.
Jev and chat AI can use instructions to categorize text without training on your examples. StayCharted can train on your team’s reviewed decisions and report held-out accuracy, with a Review Queue on Essentials and Business.
Yes. Models you build are private to your workspace. The shared, ready-made AI behind AI Classifier Models and AI Image Classifier Models does not learn from your uploaded data. Dedicated AI Models are trained on your examples for your workspace.
Yes. Free includes Classifier Models, one AI Classifier Model and file downloads. Essentials adds more AI Classifier Models and API access. Dedicated AI Models are available on Business and above.
StayCharted identified 87.8% of 1,000 unseen photos across 100 part numbers; 99.7% accuracy on the 32.3% above confidence 0.5. Compare both image models.
Read the results →BENCHMARKWe trained two models on 5,621 CBP rulings and tested them on 1,167 later ones. Accuracy at 10, 6, 4 and 2 digits, and how often the surest answers are right.
Read the results →BENCHMARKCompare StayCharted’s image models on car damage, 21 exterior parts and eight damage types. See measured accuracy, rare-category errors and review projections.
Read the results →STAYCHARTED AI MODEL TRAINER
Start with examples you already have, see how often the model is right on ones it never saw, and let people check only the answers it’s unsure about.
Start freeYOUR AI PLATFORMS
Connect your own AI platform and test it with your team’s past decisions, without training. On Business, you can also train a Dedicated AI Model in your own Amazon Bedrock, Microsoft Foundry or Google Cloud account.
Compare the model options →