Enterpret's Taxonomy comprises of Keywords and Themes, representing "what" the feedback is about and "why" the customer shared the feedback. Here's how you can add, edit, archive, and merge Keywords and Themes in your Enterpret Taxonomy to further improve it.
Please note that any changes made to your Taxonomy may take up to 60 minutes to take effect and you can check their status on the Taxonomy page. You will receive a notification via email once the changes are completed.
Keywords
Keywords are your product's features, your competitors, and other tangible/non-tangible aspects that customers might share feedback about. These are "what" customers share feedback on.
This sections focuses on the journeys of managing Keywords. To read more about how Keywords work, and the best practices of creating great Keywords, read:
Adding a new Keyword
Navigate to Taxonomy page by clicking on the icon on the left navigation bar.
Scroll to the very end of the Keyword list you’d like to add to. If you are adding to Level 2 Keyword, click on the "Add L2 Keyword" button located at the end.
Fill in the required information, such as the name, phrase list, duration, and description.
Name: Keyword name is how it'd show up across the platform. Users can query this name to find the Keyword later.
Description: A simple textual explanation of the Keyword. This helps the ML models understand the Keyword and predict it on feedback records accurately.
Click on “Create” button.
Editing a Keyword
Navigate to Taxonomy page by clicking on the icon on the left navigation bar.
Click on the "Edit" icon located next to the Keyword you want to edit.
Make the desired changes by editing the Keyword name and description.
Click on the "Save" button.
Deleting a Keyword
Navigate to Taxonomy page by clicking on the icon on the left navigation bar.
Click on the "Delete" icon located next to the Keyword you want to archive, and confirm your action.
Themes
Themes are repeatable, granular summaries of customer feedback. Reasons are "why" customers shared feedback.
Theme management (e.g. creating, merging, archiving themes) support is coming soon later in Q4 2025.
Reasons (Legacy)
Legacy Reasons are being replaced by Themes in October 2025.
If your Enterpret instance is still on the legacy version, you can continue managing Reasons in the UI by following the instructions below.
Merging Reasons
While analyzing your data, you might come across similar reasons that you'd like to merge for a more streamlined analysis. When you merge two or more reasons, all feedback records associated with any of them will now be associated with the new reason.
Starting the journey of merging Reasons
Taxonomy page
Merge Suggestions: Click this button at the top of the Taxonomy page to see suggestions for potential merges. You can filter by category, or enter search terms in order to focus your efforts. If a search suggestion isn't helpful, feel free to press the "Dismiss Suggestion" button to hide it.
Manually select Reason(s) to merge: Scroll or search in the Taxonomy page and then use the checkboxes to select Reasons to use as a starting point for a merge, then press the "Merge Reasons" button in the upper right. You will have a chance to add more, so don't worry about trying to get them all here, and you can even start with just one.
Quantify page
From the chart: Hover over one of the bars (bar chart mode), individual data points (trend mode), or Reason names in the legend (any chart mode) and click "Merge with another Reason"
From the table: Click on the 3-dot menu on the relevant row in the table beneath the chart, then click "Merge with another reason"
The Merge Reason Flow
Wherever you started, you'll eventually end up in the Merge Reasons flow. In this flow, you select reasons to be merged, confirm the category and name of the new reason you'll create, and then save.
Category and Name of merged reason
The Auto-namer will update these based on the reasons you add, so always check them – especially the name – before saving!
List of reasons that will be included in the merge, with feedback count
Search bar to search for additional reasons to add
Category filter on search pane
Search results, or suggested reasons based on similarity to your selection
Buttons to add a reason to the merge (+) or remove a selected reason from the merge (✓)
Button to regenerate the suggested reasons – try this after adding a few reasons
Save button to commit the merge
Creating Reasons
While analysing the reasons created and provided by Enterpret, you might feel the need to create & add new reasons. There are three 'Create Reason' journey entry points, which will be covered here.
Journey 1: Through the Taxonomy Page
Here are the steps that you'll need to follow :
Navigate to the Taxonomy page.
Click on the
ADD NEWdropdown button on the top right of the screen, Click onAdd new Reasonfrom the dropdown.
A new pop-up window will open up.
Step 1 of 2:
You'll have to describe a broad idea about what kind of feedback do you expect the reason to predicted on.
Then click NEXT at the bottom right of the pop-up window
Let us take an example here.
On clicking NEXT, there would be a loading state visible in which Enterpret fetches and curates definitions for the reason.
Definitions are the building blocks for Reasons. They are repeatable ways in which users talk about problems.
4. After Enterpret is done fetching the Definitions, you'll be shown some selected Definitions which will be used to find relevant feedback.
Step 2 of 2:
Check if they fit in what you want to talk about.
Also, you'll be provided with a search bar to Find and add more Definitions at the bottom right half of the pop-up window.
View the feedback associated with the Definition and check if it is relevant to your reason.
The Feedback record with its summary will be opened in a new browser tab. (In this case, it is not the right match for what we are talking about, hence we'll not add this to the Definitions)
Now coming back to the Pop-up window, you are provided the Category and Reason Name generated by Enterpret. You can regenerate both of them or else edit them manually.
To complete this step and move forward, click on CREATE REASON at the bottommost right of the pop-up window.
A new reason will get created and a small pop-up window will appear on your screen. Kudos! you have created a new reason for the first time 🎉
Journey 2 : Through any feedback record
The second user journey through which you can create reasons is through the feedback records.
For example let us go through the search page.
Go to a particular feedback record, click on the plus icon beside Predictions, then, Click on Create new Reason from the expanded panel.
Follow the same steps onward as were followed in the Journey 1 after the Pop-up window appears.
Journey 3: From another Reason
There is another entry point for creating reasons, through Another reason. The steps for this journey are :
Navigate to the Taxonomy page > Reasons.
Click the
pencilicon (Edit) on any of the reasons' row.
A hovering Pop-up window will open up on the right side of the screen.
You can now see a list of Definitions in a box at the bottom right.
Let's take an example : For this Reason 'Happy with The User-Friendly UI', you feel that 'happy with the reliable performance of zoom' ****Definition is something that should be tracked separately for some reason.
Click on the
Double CommaIcon : Breakout into a New reason with this Definition.
The pop-up window to create a new reason will appear, Follow the same steps onward as were followed in the Journey 1 .
NOTE : Once, a new Reason is created from this Definition, that particular Definition will now not be shown in the previous reason anymore, as it has now been separated out.
In this example, now, after creation of a new reason, the Definition 'happy with the reliable performance of zoom' will no longer show up in the list of Definitions of the Reason 'Happy with The User-Friendly UI'.
Updating Reasons
You can update a Reason to modify its definitions. As cov
Click on the Taxonomy icon from the left nav bar.
Click on the "Edit" icon located next to the Reason you want to update.
Make edits to the Reason name, it's category, or add/remove Reason definitions.
Click on the "Save" button.
Archiving a Reason
Click on the Taxonomy icon from the left nav bar.
Click on the "Archive" icon located next to the Reason you want to archive, and confirm your action in the modal that pops up.
You can always restore an archived Reason by reaching out to our team here