1. Navigate to Apps.
2. Click the AI app from the list, then click the Metadata Fields tab.

   

3. Choose one of the following steps:
   • Use AI to automatically identify metadata fields across all page schemas:
     1. Click the AI Assist button in the top-right corner of the tab.
        Caution

        This action scans all page schemas in the CMS and auto-selects any detected metadata fields. Proceed with caution.

        The Identify Metadata Fields with AI dialog displays.

        

     2. Select or clear the Preserve Any Manual Metadata Identification checkbox.

        If cleared, Ingeniux AI generation will overwrite any metadata fields you've identified manually.

        If selected, Ingeniux AI generation will auto-identify new metadata fields while preserving your previous manually identified metadata fields.

     3. Click Identify Metadata

        The AI will scan all CMS page schemas, analyzing field labels, help text, and existing content patterns to determine which fields are likely metadata. During this scan, a progress bar will display, indicating the status with a count of schemas and fields being processed.

        When complete, a confirmation message will indicate the number of fields identified by AI (e.g., 42 fields marked by AI as metadata).

     4. Review the identified metadata fields in each schema and make adjustments as needed.

        In the Page Schemas list, the angle bracket icon displays on schemas with identified metadata fields.

   • Manually identify metadata fields:

     1. Click a schema from the Page Schemas list in the left pane.
        Tip

        • Use the Order by drop-down menu to sort the list based on name or modification date.
        • Use the search button to filter the schema list by name.

        The main pane displays all fields within the schema where generative AI can be applied.

     2. Select the fields that will be treated as metadata where users will be able to apply AI-generated metadata values. If a field is cleared, users will be unable to generate metadata for that field using AI.
        Note

        When you select a group of fields, the CMS automatically selects all fields within that group. On pages associated with this schema, the Metadata section of the Ingeniux AI Generation module will list the fields under their schema-defined group name.

        A notification message displays after each field selection, indicating the schema field has been marked as metadata.

     3. Optional: In the notification, you can click Propagate to all schemas to apply your change to matching fields across all CMS page schemas.
        Caution

        This action applies to metadata fields across all CMS page schemas that share the same label and group pathing. Proceed with caution.

        For example, let's say you select the Keywords field in a page schema, then click Propagate to all schemas. If any other page schemas contain fields labeled Keywords with the same group pathing, this action will automatically mark those fields as metadata. "Same group pathing" means the paths must match in addition to the field label. Therefore, if the Keywords field is nested in a group and the other is not nested in that same group, this action will not apply to the field with the group pathing mismatch.

        If you propagate your changes, a notification message displays when the process completes.

Next Steps: Verify the Metadata section of the Ingeniux AI Generation app displays all the identified metadata fields for corresponding pages in the Site Tree.