# Categorization ### Configuring investment categories Investment categories are fully customizable. Before you create your own categories, we highly recommend reading our blog post on [**balancing engineering investment**](https://www.swarmia.com/blog/balancing-engineering-investments/)**,** sharing best practices on how to think of these categories. [**See a detailed guide on how to configure investment categories**](/settings/organization/investment-balance.md) in Swarmia. ### Categorizing work Swarmia comes with a couple of handy tools that help you [**categorize work**](/settings/organization/investment-balance.md) in minutes. You can [**set up automated filters to categorize work**](/readme.md) based on certain criteria (for example, a label or a pull request title prefix) or [**toggle on the automatic categorization**](/settings/organization/investment-balance/automatic-categorization.md). These systems also work seamlessly together, so you may combine rules-based categorization with Swarmia's AI categorization. Alternatively, you can also **link issues and pull requests to investment categories manually** by selecting them anywhere in the app. To get the full benefit out of Swarmia's investment insights, we recommend [**linking pull requests to Issues**](/settings/organization/linking-pull-requests-to-issues.md). There's also a [**working agreement**](https://app.swarmia.com/working-agreements/a5fe9951-ee0f-405a-b759-c67a95687bd2) that help teams do that. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://help.swarmia.com/features/focus/balance-engineering-investments/categorizing-work.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.