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Best Practices for Writing Category Definitions in ERM

Jul 21, 2026

Raahim MukhtarWritten byRaahim Mukhtar
Editing a category name and classification prompt in allGood's Email Reply Management

Mary is a reasoning-based classifier, and the clearer your category definitions are, the easier it is for her to classify emails exactly the way you intend. Below are three principles to keep in mind when writing the prompts for your categories.

1. Every category should be clearly distinct from the others

One of the most common classification mistakes is an email landing in a category adjacent to the intended one. If two categories overlap and the prompts don't make clear where the line is, Mary will draw it herself — and her judgment won't always match yours.

Here's an example. The distinction between Changed Email and Left Company has a natural grey area: an email from someone who has left the company but provides their own personal or new-company address as the forwarding contact. Depending on what you do with that information downstream — for example, creating a new contact in your MAP — you may want these handled very differently.

The prompts below work well because they split the grey area explicitly, leaving no overlap. Each one names the boundary case and tells Mary which side it belongs on:

The "Changed Email" category in ERM — the prompt defines it as the same person reachable at a different address, and hands off to Left Company if the sender has left.

The "Left Company" category in ERM — the prompt defines it as the person no longer being at the organization, and hands off to Changed Email if it's the same person at a new address.

Notice that each prompt references the other and states a tiebreaker. That cross-reference is what eliminates the grey area — no matter which category Mary considers first, the prompt tells her exactly when to hand off to the other one.

2. Write definitions with the action in mind

Categories exist to drive actions. Keeping the downstream action in mind while writing a definition lets you build in exactly the requirements that action needs.

Compare these two prompts for Human Response:

The weaker "Human Response" definition in ERM — it only says a real person, not an automated system, wrote the message.

The stronger "Human Response" definition in ERM — it requires an actionable message that needs a reply, excludes bare acknowledgments, and defers to more specific categories.

The first prompt only describes authorship: a human wrote it. That's a property of the message, not a routing decision. Under that prompt, "Thanks!" and "Yes, I'd love a demo — does Thursday work?" classify identically.

The second prompt is much better when the action is forwarding to an inbox that only wants actionable items. Human replies that require no follow-up would just be extra noise there, so the prompt adds an actionability requirement, gives concrete examples of what counts, and states that more specific categories take precedence.

3. If a category requires very specific wording, anchor it with concrete signal phrases

ERM is a reasoning-based system, not a rules-based one, but that doesn't mean you can't be specific. If a category hinges on a particular kind of wording, there's no harm in telling Mary exactly what phrases should trigger it. The reasoning layer still handles novel phrasings and other languages; the signal phrases simply guarantee the known ones never slip through.

A good example is a category for privacy-law requests, where missing a legitimate request has real compliance consequences:

The "GDPR Removal / DSR Requests" category in ERM — the prompt lists concrete signal phrases to scan for, a priority rule that wins over Unsubscribe, and a boilerplate exclusion.

This prompt works because the phrases are listed as concrete things to scan for, the priority rule is illustrated with a worked example, and the boilerplate exclusion prevents false positives from footers and disclaimers.

Wrapping up

Clear category definitions are the highest-leverage improvement you can make to classification quality. To summarize: eliminate overlap between categories and state explicit tiebreakers, write each definition around the action it drives, and anchor wording-specific categories with concrete signal phrases.

Finally, remember that writing prompts is an iterative process. Don't expect to get them perfect on the first pass. Write, test against real emails, see where classifications drift from what you expected, and update the prompts to close those gaps. Then repeat. Each cycle sharpens the boundaries a little more, and you keep going until Mary is classifying exactly the way you would. Mary handles the reasoning; your job is to make sure she's reasoning toward the same answer you would.

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