ℹ️ Alpha release — The Taxonomy Manager Agent is currently rolled out to a select set of Enterpret customers. If you'd like access, reach out to your CSM or contact the Enterpret team at [email protected].
The Taxonomy Manager Agent is an AI co-pilot built into Enterpret's taxonomy editing experience. It validates every edit against your real data before it's applied — checking for conflicts, flagging duplicates, enforcing structural rules, and suggesting workarounds when an edit can't proceed as-is.
With the Taxonomy Manager Agent, you can edit all five levels of your taxonomy — Keywords (L1, L2, L3) and Themes and SubThemes — directly from the Enterpret UI, without needing to contact support or wait for manual scripts.
What You Can Do
Getting Started
Prerequisites
You must have workspace admin permissions in Enterpret
Your organization must have the Taxonomy Manager Agent enabled (contact your CSM if you don't see it)
A basic understanding of your taxonomy structure: L1 > L2 > L3 > Theme > SubTheme
Entering Edit Mode
Navigate to Taxonomy in Enterpret
Click Edit Taxonomy in the top-right corner
Inline operation controls (rename, merge, delete, split, move, create) will appear on every node in the taxonomy tree
⚠️ Edit Mode is a live session. Changes you approve accumulate as Draft Changes and are not committed to production until you explicitly click Save Changes.
Two Ways to Edit
The Taxonomy Manager Agent supports two interaction modes. You can use both in the same session — all changes accumulate together in your Draft Changes.
Mode A: UI-Driven Editing
Hover over any node in the taxonomy tree to reveal inline action buttons. Click one to initiate an operation.
Example — Renaming a SubTheme:
Hover over the SubTheme node in the tree
Click the node name to enter inline edit
Type the new name and confirm
The agent automatically analyzes the change — checking for semantic conflicts, near-duplicates, and alignment with sibling nodes
Review the agent's verdict in the right panel
Click Approve to add it to your Draft Changes, or Dismiss to cancel
Mode B: Prompt-Driven Editing
Type a natural language request into the agent chat panel on the right side of the screen. The agent interprets your intent, proposes a concrete operation, and asks for your confirmation before analyzing.
This mode is ideal for complex, multi-step operations where you know what you want but don't want to navigate the tree manually.
Example prompts:
"Merge all the login-related SubThemes under Authentication into one"
"Create a new Theme under Billing > Invoices called 'Dispute Resolution'"
"Move the Notifications keyword under Mobile App instead of Desktop"
"What SubThemes exist under Payment Processing?" (research only — no edit)
💡 Some operations — like promoting or demoting nodes between levels — are only available via Mode B. The agent will explain any constraints and suggest the best available alternative.
What the Agent Checks
On every operation, the agent validates:
Duplicate detection — flags names that are identical or very similar to existing siblings at the same level
Semantic alignment — checks that the new or renamed node makes sense relative to its parent and sibling nodes
Structural rules — enforces constraints like MECE (mutually exclusive, collectively exhaustive), no orphaned paths, and keyword uniqueness
Downstream impact — estimates how many records will be affected and what reclassification is needed
Path completeness — ensures every taxonomy path maintains the full L1 > L2 > L3 > Theme > SubTheme hierarchy
Workaround Suggestions
When an operation is rejected, the agent doesn't just say "no" — it proposes an alternative approach. For example:
If you try to merge two Themes directly (which isn't a single operation), the agent may suggest moving SubThemes from one Theme into the other, then deleting the empty Theme
If you try to rename a node to a name that already exists, the agent may suggest merging the two instead
Accepting a workaround creates new draft changes automatically.
Managing Draft Changes
All approved operations accumulate in the Draft Changes panel. Nothing touches your production taxonomy until you explicitly save.
Reviewing Changes
Click the Changes bar at the top of the conversation panel to see all pending changes
Each change shows a before/after diff so you can see exactly what will change
Changes triggered by the same intent (e.g., a merge that also creates a new SubTheme) are grouped together
Rolling Back a Change
Click Rollback on any individual change in the Draft Changes panel
The agent automatically re-evaluates remaining changes that may be affected by the rollback
Committing to Production
Click Save Changes when you're satisfied with your draft
Review the confirmation modal — this is your last checkpoint before changes go live
Click Confirm to commit
Changes are applied to production and a backfill is triggered automatically to reclassify affected records
⚠️ Once you confirm, changes are committed to production and cannot be undone from this screen. If you need to reverse a committed change, start a new edit session and make the inverse change.
Known Limitations
No CSV upload — Bulk operations via spreadsheet are not supported in this release
No concurrent editing — Only one person should edit the taxonomy at a time. The system uses first-write-wins at commit time. If another user commits changes while you have a draft open, your changeset may be invalidated. Coordinate with your team before starting an edit session.
Generic/Misc nodes are protected — System-managed nodes like "General" and "Miscellaneous" cannot be deleted or renamed
Promote/demote not directly supported — Moving a node between taxonomy levels (e.g., turning an L3 into an L2) is not a single operation due to different field schemas per level. The agent offers a workaround: create the node at the new level and delete the old one.
Frequently Asked Questions
Who can use the Taxonomy Manager Agent?
Anyone with Enterpret workspace admin permissions. The feature is accessed via the Taxonomy page in Settings.
Does this replace the current keyword editing experience?
Yes. All keyword editing now routes through the agent for validation. The agent approves straightforward edits instantly — it doesn't slow down simple operations, it only intervenes on risky ones.
Can I edit Themes and SubThemes now?
Yes. This is the first time Theme-level operations (merge, split, rename, delete, change category, create) are available to users in the UI. Previously, these required Enterpret engineering support.
Will the agent break my taxonomy?
The agent is specifically designed to prevent this. Every edit is validated against structural rules (MECE compliance, no orphaned paths, keyword uniqueness, generic node protection) before it can be applied. All changes accumulate in draft before committing.
Can I try changes without affecting production?
Yes. All changes stay in draft until you explicitly click Save Changes and confirm in the modal. You can roll back any individual draft change at any time.
Can I create a Theme without SubThemes?
No. Every Theme must have at least a "General" and a "Miscellaneous" SubTheme. The agent automatically includes these when you create a new Theme.
What if two people edit the taxonomy at the same time?
Concurrent editing is not supported. First-write-wins at commit time. If another user commits while you have an open draft, your changes may be invalidated. Coordinate with your team before starting a session.
What happens to historical records when I make a change?
It depends on the operation. Renames only update the display name (no backfill). Deletes, merges, moves, splits, and creates all trigger an automatic backfill to reclassify affected records. See the "How Changes Affect Historical Data" section above for the full breakdown.
How do I get access?
The Taxonomy Manager Agent is currently rolling out to select customers. Contact your CSM or reach out to the Enterpret team to request access.
Have questions or feedback? Reach out to your CSM or contact us at [email protected].
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