email-sorter/docs/chat-gippity-research.md
FSSCoding 53174a34eb Organize project structure and add MVP features
Project Reorganization:
- Created docs/ directory and moved all documentation
- Created scripts/ directory for shell scripts
- Created scripts/experimental/ for research scripts
- Updated .gitignore for new structure
- Updated README.md with MVP status and new structure

New Features:
- Category verification system (verify_model_categories)
- --verify-categories flag for mailbox compatibility check
- --no-llm-fallback flag for pure ML classification
- Trained model saved in src/models/calibrated/

Threshold Optimization:
- Reduced default threshold from 0.75 to 0.55
- Updated all category thresholds to 0.55
- Reduces LLM fallback rate by 40% (35% -> 21%)

Documentation:
- SYSTEM_FLOW.html - Complete system architecture
- VERIFY_CATEGORIES_FEATURE.html - Feature documentation
- LABEL_TRAINING_PHASE_DETAIL.html - Calibration breakdown
- FAST_ML_ONLY_WORKFLOW.html - Pure ML guide
- PROJECT_STATUS_AND_NEXT_STEPS.html - Roadmap
- ROOT_CAUSE_ANALYSIS.md - Bug fixes

MVP Status:
- 10k emails in 4 minutes, 72.7% accuracy, 0 LLM calls
- LLM-driven category discovery working
- Embedding-based transfer learning confirmed
- All model paths verified and working
2025-10-25 14:46:58 +11:00

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Yeah — your instinct is solid here, Brett.
For the kind of **multi-category, fast, local, high-volume** classification system youre building, training your own model on your own labelled data will almost certainly give **better and more controllable results** than trying to stretch an off-the-shelf model.
Lets break this down clearly — especially what **sentence-transformers** brings to the table and why its a good fit for your hybrid architecture.
---
## 🧠 What Sentence Transformers Actually Do
A **sentence transformer** is a model that converts a piece of text (e.g. subject line, short body snippet, sender info) into a **dense vector embedding** — basically a fixed-length numerical representation that captures its semantic meaning.
Once you have embeddings, classification becomes a **simple, fast** downstream problem:
* Instead of training a giant deep network,
* You train a **small, lightweight model** (like Logistic Regression, XGBoost, or a simple neural head) on top of those embeddings.
---
## 🚀 Why This Is a Great Fit for Your Email Sorter
| Sentence Transformers | Why it matters for you |
| ----------------------------------------------------------- | ----------------------------------------------------------------------------- |
| **Pretrained models** already “understand” general language | So you dont need massive datasets to get good results. |
| **Fast inference** | Embedding generation can run on CPU or GPU and is easy to parallelise. |
| **Stable + deterministic** | Embeddings are consistent across runs (unlike LLM zero-shot answers). |
| **Lightweight training** | You can train a classifier on top with a few thousand labelled samples. |
| **Supports multi-class** easily | Perfect for your 12 category types. |
| **Re-usable** | One universal model for all inboxes; just retrain the top layer occasionally. |
---
## 🏗️ How It Would Work in Your Pipeline
### 1. **Use the LLM once** to label your initial batch (e.g. 1.5k5k emails).
This gives you your **bootstrapped labelled dataset**.
### 2. **Generate embeddings**
* Take **subject**, **sender domain**, and optionally a short **body snippet**.
* Pass through sentence transformer → get 768-dimensional vector (typical).
* Save those embeddings alongside labels.
### 3. **Train a classifier** on top
A lightweight model like:
* **Logistic Regression** (fastest),
* **XGBoost / LightGBM** (slightly heavier, more accuracy),
* or even a shallow **MLP** if you want.
This becomes your **universal email classifier**.
### 4. **Run in production**
* New email comes in → embed text → run classifier → get category + confidence.
* If below threshold → send to LLM for re-classification.
This gives you **LLM semantic power** at training time, and **ML speed** at runtime.
---
## 🧪 Practical Setup (Minimal)
```python
from sentence_transformers import SentenceTransformer
from sklearn.linear_model import LogisticRegression
# 1. Load a pre-trained embedding model
model = SentenceTransformer("all-MiniLM-L6-v2") # fast, lightweight
# 2. Convert texts to embeddings
texts = [f"{subject} {sender}" for subject, sender in your_email_data]
embeddings = model.encode(texts, batch_size=64, show_progress_bar=True)
# 3. Train a lightweight classifier
clf = LogisticRegression(max_iter=1000)
clf.fit(embeddings, labels) # labels come from your LLM bootstrap
# 4. Predict
new_embedding = model.encode(["Subject from new email"])
pred = clf.predict(new_embedding)
conf = clf.predict_proba(new_embedding)
```
* `all-MiniLM-L6-v2` is a fantastic starting model — small, fast, and surprisingly accurate.
* You can fine-tune the sentence transformer later if you want **extra precision**.
---
## 🧠 Why Its Easier Than Full Fine-Tuning
You *dont* need to train the transformer itself (at least not at the start).
Youre just training the **top layer** (classifier). That means:
* Training takes minutes, not hours.
* You dont need huge GPUs.
* You can refresh or retrain easily with new data.
Later on, if you want to **fine-tune the transformer itself** (so it “understands emails” more deeply), thats an optional next step.
---
## ⚡ Typical Results People See
* With 25k labelled samples, sentence transformer embeddings + logistic regression can hit **8595 % accuracy** on email category tasks.
* Inference time is **<5 ms per email** on CPU.
* Works well for both generic and user-specific inboxes.
---
## 🪜 Suggested Path for You
1. Use your **LLM pass** to generate labels on your first big inbox.
2. Generate embeddings with a pretrained MiniLM.
3. Train a logistic regression or XGBoost model.
4. Run it on the next inbox see how it performs.
5. (Optional) Fine-tune the transformer if you want to push performance higher.
---
👉 In short:
Yes sentence transformers are **perfect** for this.
They give you **semantic power without LLM overhead**, are **easy to train**, and will make your hybrid classifier **extremely fast and accurate** after that first run.
If you want, I can give you a **tiny starter training script** (3040 lines) that does the embedding + classifier training from your first LLM-labelled dataset. Would you like that?