Enterpret Features Explained

Start with Enterpret Agent, automations, and connectors

Enterpret Agent is the starting point for asking questions, investigating feedback, and preparing reports. Use scheduled Agent automations for daily reports, weekly digests, recurring summaries, and scheduled team updates delivered to Slack or email. Use connectors for external context and supported actions in other tools. Feeds, Quantify, and Dashboards provide saved views and chart controls when those are needed.

Enterpret transforms scattered customer feedback into unified intelligence that drives action. Here's an overview of our key features that help you understand what your customers need and act on it—fast.

Knowledge Graph

Your feedback doesn't exist in vacuum. It comes from real users, tied to accounts, products, and business outcomes. The Knowledge Graph automatically connects all these relationships, giving every piece of feedback full business context.

Why it matters: Quickly identify which feedback impacts your highest-value customers, understand patterns across product lines, and prioritize based on actual business impact, not just volume.

The Knowledge Graph connects entities such as Accounts, Users, Opportunities, Products, and custom business objects. You can explore these relationships in the Knowledge Graph section of your Enterpret dashboard — for example, viewing all feedback linked to a specific account or filtering insights by product area.

Adaptive Taxonomy

Enterpret's multi-level taxonomy structure learns and evolves with your business, eliminating manual categorization work.

How it works:

• Keywords (L1/L2/L3): Three-level hierarchy that mirrors your product structure. L1 provides high-level themes for executives, while L2 and L3 give teams the granularity they need for action.

• Themes and Subthemes: Automatically surface the underlying patterns and motivations in customer feedback. Themes capture what customers are discussing, while subthemes reveal the nuanced "why" behind their feedback.

Why it's different: The taxonomy arrives accurate on day one through our onboarding process, then continuously adapts as your products and business evolve. Every classification is explainable and editable—you stay in control.

Changes are saved automatically, and updates appear promptly after edits. You can also review and adjust classifications at the individual record level when you need more precision.

For a detailed guide on editing keywords, themes, and managing your taxonomy, see What is the Taxonomy?.

Enterpret Agent: investigate, report, and act

Start an Enterpret Agent Session to ask questions about customer feedback, investigate changes, and create reports or other supported artifacts. State the sources, segment, time period, and output you need. Review counts, quotes, and source links before sharing.

Use scheduled Agent automations for daily reporting, weekly digests, and recurring team updates. Use connectors for external context and supported actions. Skills provide reusable methods and Rules provide standing guidance. Check the automation's own settings and permissions before enabling background work.

See Enterpret Agent for your first Session. Some workspaces retain the legacy Wisdom experience with its own controls.

Agents: Turn every signal into action—automatically.

Use agents to review feedback and deliver findings through the workflows configured for your workspace. Quality Monitor runs periodically; review its configuration and available delivery options.

Enterpret Agents Library:

• Quality Monitor Agent: Looks for unusual increases in eligible customer feedback and investigates candidate issues. Alert delivery and follow-up actions depend on the monitor configuration and the features enabled for your workspace.

• Escalation Agent: Flags emotionally intense, high-risk feedback from strategic accounts so you can intervene immediately

• Newsfeed Agent: Delivers personalized digest summaries to keep teams informed about trends that matter to them

Why agents matter: Agents help surface signals for your team to review. Check the supporting evidence and configured destinations before relying on a finding.

Permissions and editing: Saved automation permissions depend on your workspace role, item access, status, and the setting being changed.

Owners (where enabled), Admins, Editors, and Members can create their own saved automations where available. Viewers cannot create or edit saved automations. Interactive Enterpret Agent Sessions have separate permissions, including Viewer use where available. See User Management for the full permissions table.

Feedback Source Integrations

Enterpret connects to 50+ platforms where your customers share feedback—support tickets, reviews, sales calls, surveys, social media, and more. If you need an integration we don't currently offer, let us know and we'll consider adding it.

Some commonly used integrations include Zoom, Linear, Instagram, and Jira.

For the full list of supported feedback sources, see Integration Descriptions.

Workflow Integrations

Connect customer intelligence directly into your development and collaboration workflows.

Current integrations:

• Jira: Link feedback to issues, enrich tickets with customer context, and track resolution through bi-directional sync

• Linear: Create issues from feedback with full context

• Slack: Get agent alerts and access Wisdom without leaving your conversations

Available integrations: Check the Integrations page in Enterpret or contact your Enterpret team for the options available to your workspace.

For setup and field-mapping details, see each integration's guide: Jira · Linear · Slack.

Core Platform Features

Categories

Feedback is automatically classified by intent: Help, Improvement, Complaint, and Praise. This helps you understand not just what customers are saying, but what they're asking you to do.

More about categories

Quantify

Visualize feedback trends and patterns based on your taxonomy structure. See which themes matter most, track changes over time, and make data-backed decisions.

Anomaly Detection

Use Show Anomalies in supported Quantify trend analyses to flag above-baseline activity with a configurable threshold. Review the contributing feedback to investigate the change. This highlights chart results; it does not by itself set up alert delivery. A drop is not flagged simply because it is far below the baseline.

How to configure Anomaly detection?

Trends

Track feedback volume and sentiment over time for any theme, product area, or customer segment. Understand how patterns evolve and inform your roadmap accordingly.

Dashboards

Create custom views that monitor the metrics most important to your team. Share dashboards across the organization to democratize customer insights.

Saved Items

Bookmark any analysis, dashboard, or insight for quick access later. No need to recreate the same views—your work is always one click away.

Data enrichment

Automatically enrich feedback with AI-powered signals such as sentiment, normalized fields, and calculated metrics—so your analyses are consistent and easier to query.

Built-in enrichments include Sentiment Shift, Total Response Time, Country Code Standardization, and Timestamp Conversion. Custom enrichments are available through your CSM. For details, see Data Enrichment and Unified Fields.

Administration & Access

Single Sign-On (SSO)

Secure, seamless sign-in using your organization's OpenID identity provider. Enhanced security with simplified access for your team.

Enterpret supports any OpenID-compliant identity provider. Dedicated setup guides are available for Okta (SAML) and Azure AD (SAML). SCIM 2.0 automated provisioning is supported for Okta and Azure.

User Management

Control who accesses Enterpret and what they can do. Add users, assign roles, and manage permissions—all from a central interface.

For details, see: What is User Management in Enterpret?

Enterpret supports Owner (where enabled), Admin, Editor, Member, and Viewer roles. Owners and Admins manage workspace users and data integrations. Owners also have permission to add credits and manage Owner-role assignments. Editors manage taxonomy and metadata. Members consume insights and can create saved artifacts and their own automations where available. Viewers can view and query data, consume existing saved artifacts, and use Enterpret Agent where available. Creating or editing saved items also depends on item access, status and feature availability.

New users receive the workspace’s configured default role unless they accept an invitation with a different role. Owners and Admins can check or change Default User Role in Settings → Users & Permissions. Change an existing user’s role separately. See User Management for the full permissions breakdown.

Export API 2.0

Export API 2.0 enables faster, more efficient data exports with improved throughput and error handling, making it easier to send Enterpret data to a data warehouse or downstream tools.

Common use cases include syncing to a data warehouse for RevOps dashboards, feeding product analytics tools, and powering CS reporting workflows. For endpoint details and authentication, see Export API 2.0.

Getting Started

Each feature is designed to help teams move from feedback chaos to confident action. Whether you need to identify trends, investigate potential issues, or understand what drives customer satisfaction, Enterpret provides the intelligence you need—when and where you need it.

Questions? Contact our support team or explore the rest of our Help Center to learn how to make the most of Enterpret's capabilities.