Contract Agent Calibration

Last updated: April 17, 2026

Welcome to contract calibration! This guide will walk you through how to train the Tabs contract agent to automatically process your contracts with your specific preferences.

What is Calibration?

Calibration teaches Tabs how your contracts work. Every company has different contract formats, pricing structures, and billing rules. By showing Tabs a handful of example contracts and confirming what's correct, you're training it to handle your future contracts automatically.

Result: After activation, contracts process in 3-5 minutes using your custom logic.

The Workflow

1. Upload contracts → 2. Review each one → 3. Calibrate → 4. Review performance → 5. Activate

That's it. The more correct contract examples you provide, the better the agent performs.

Step-by-Step

1. Upload Contracts

Go to Contracts > Contract Agent Calibration. Upload 5+ contracts. Aim for variety across contract types, pricing structures, and product mixes.

2. Review Contracts

Open each contract. The agent extracts data using generic instructions (or your calibrated logic if you've already activated an agent). Your job: make adjustments so the extraction matches what you expect.

  • Edit product fields (name, price, quantity, dates)

  • Add or delete products as needed

  • Edit customer info to match what you want extracted

  • Click Complete Review when the extraction is accurate

You need at least 5 reviewed contracts to calibrate.

3. Calibrate

Once you have 5+ reviewed contracts, click Calibrate Agent (or Recalibrate Agent if you're already calibrated).

The system analyzes your reviewed contracts and builds custom extraction logic. This takes 30 minutes to an hour. You can close the page and come back later. You will get a Slack notification when it's done (if connected).

Changed your mind? Click Terminate to cancel mid-run and return to the contracts page.

4. Review Performance

After calibration completes, you land on the Performance Page. This shows how accurately the agent extracted your contracts.

You'll see total accuracy across all contracts, field-by-field breakdowns, and contract-by-contract results.

5. Activate or Adjust

If you're happy with the results:

Click Activate. Tabs will now use your calibrated configuration to process new contracts automatically.

If accuracy needs improvement:

  1. Click Discard

  2. Review more contracts or fix any that were misunderstood

  3. Re-run calibration

  4. Repeat until accuracy meets your expectations

Once active, you'll see an "Agent active" badge on the calibration page.

Managing Your Contract Set

Delete a contract: Removes it entirely from calibration.

Mark as Needs Review: Keeps the contract on the page but excludes it from calibration. Use this if you don't want the agent to learn from a contract but want to keep it around.

Recalibrating

You can recalibrate anytime. If your contract formats change, you start selling new products, just upload new examples, review them, and click Recalibrate Agent. The new logic replaces the old once you activate.

Tips for Good Results

Variety matters: Mix of contract types, pricing structures, and customers helps the agent generalize.

Quality over quantity: A well-reviewed contract is worth more than a rushed one. Make sure corrections are accurate.

Keep labels consistent: If you call something "Annual License" in one contract, use the same label across all contracts.

Using Existing Contracts

If you've already processed contracts in Tabs that you want the agent to learn from, contact your Tabs support rep. They can migrate corrected contracts from your production environment to the calibration page, saving you from duplicating review work you've already done.

Integration Items, Event Types, and Revenue Categories

These fields aren't extracted from contract text. They're assigned after extraction using a separate mapping activity.

How it works: After the agent extracts billing schedules, the system looks at how you've categorized similar products in the past and applies those mappings to new contracts.

This means you won't see these fields during the calibration review process. They get assigned when contracts are processed in production based on your historical patterns.