Gif image showing how to add a tag, description, group, and color

Creating Tags

  • Add new tags for projects, teams, features, or other focus areas.
  • Tags are especially helpful for unique or specific feature names, project codenames, or internal company terms that may be more difficult for our AI to detect and understand.
  • Each tag includes:
    • A short label and description for clarity
    • An optional color for easy recognition
    • A tag group for organization
Gif image showing how to add a tag, description, group, and color

Auto-triage & AI labeling

  • Use auto-triage to automatically label new feedback as it comes in.
  • This trains the system’s AI model to sort future feedback into the right clusters, improving the accuracy of themes and reports.
  • Once you’ve added a tag, you’ll have the option of reviewing a few existing snippets to apply the new tag to help kickstart labeling.
Gif image showing how to turn on auto-triage to automatically tag new data as it comes in, and how to give feedback by assigning tags to existing feedback snippets

Managing Tags

  • Edit or move tags between groups anytime.
An image showing how to move tags within groups
  • Delete tags you no longer need.
An image showing how to delete a tag

Training your data

  • In Data training, you’ll see a selection of feedback snippets.
  • Assigning tags here teaches the AI model how to classify similar feedback in the future.
  • In some cases, you’ll see a recommended tag to assign based on the snippet content.
  • Over time, this makes your feedback clustering and insights more precise.
A gif showing how to train tags by adding tags to sample snippets

Syncing data

  • Within a tag group or across all tags, you can sync your data after adding or editing tags.
  • Syncing updates your AI model to ensure feedback is categorized correctly in future analyses.
Image showing how to sync the latest data around a tag, group, or all tags

Viewing tagged feedback

  • From any tag or tag group, you can see all feedback snippets associated with it.
  • From the Snippets page, review and manually adjust tags on individual feedback items.
  • This gives teams a focused view of customer input for their specific area of work.
Image showing how to view data associated with a tag

Tags ensure that as your feedback grows, it stays organized, accurately clustered, and actionable for everyone on your team.