What is a Tag? How to create a Tag & Add it to a Verbatims?

What is a Tag? How to create a Tag & Add it to a Verbatims?

This article helps users understand what a Tag is and how to create tags and apply them to verbatim responses in Text Analysis.

What is a Tag?

A Tag is a keyword or label used to categorize and organize open-ended responses (verbatims). Tags help group similar responses together so that you can analyze patterns and insights from customer feedback.

Using tags allows you to:

  • Identify common topics in customer responses

  • Group similar feedback together

  • Filter responses by themes

  • Perform sentiment and text analysis on categorized feedback

Tags are shared across the team, meaning once a tag is created by any team member, it becomes available for everyone in the project.

How to Create Tags

Tags can be created directly from the Train Verbatim section.

Steps to Create Tags

  1. Go to Text Analytics → Train Verbatim.

  2. In the Manage Tag section, click Add Tags.

  3. You will see the following options:

  • Generate AI Tags – Automatically generate tag suggestions using AI.

  • Add Tags Manually – Create a tag manually.

  • Import from Survey – Import tags from an existing survey.

  • Import from CSV – Upload tags using a CSV file.


Generate AI Tags

AI can automatically suggest relevant tags based on your survey responses.

Steps:

  1. Click Add Tags → Generate AI Tags.

  2. A Tags Suggestion window will appear.

  3. Provide the required details:

  • Company Name

  • Company Profile

  • Survey Context

  • Additional Information (optional)

  1. Click Suggest Tags.


The system will generate tag suggestions based on the context of your survey and responses.

Add Tags Manually

You can also create tags manually if you want full control over how responses are categorized.

Steps:

  1. Click Add Tags → Add Tags Manually.

  2. In the Add Tag window, enter:

  • Tag Name – Name of the tag (example: Pricing, Delivery, Customer Support).

  • Tag Description (optional) – A short explanation of the tag.

  • Keywords – Add related keywords separated by commas.

Example keywords:

price, pricing, cost, cheap, expensive, rate

  1. Click Save to create the tag.


Keywords help automatically tag verbatims when those words appear in responses.

Import Tags from an Existing Survey

You can also reuse tags from other surveys within the platform.

Steps

  1. Click Add Tags → Import from Survey.

  2. The Import Tags from Survey window will appear.

  3. Search and select the survey(s) from which you want to import tags.

  4. Select the relevant question(s) that contain the tags you want to import.

  5. Review the available tags for those questions.

  6. Click Import.


The selected tags will be added to your current survey and will become available in the Manage Tag section.

Import Tags Using a CSV File

If you already have tags prepared in a spreadsheet, you can upload them using a CSV file.

Steps

  1. Click Add Tags → Import from CSV.

  2. The Import Tags from CSV window will appear.

  3. Click Download to download the tag template.

  4. Update the template with your tag details.

  5. Upload the file by either:

  • Dragging and dropping the CSV file into the upload area

  • Clicking Upload CSV and selecting the file from your computer


Once uploaded, the tags will be imported into the survey.

How to Add a Tag to Verbatims

Once tags are created, you can apply them to verbatim responses during the training process.

Steps

  1. Go to Text Analytics → Train Verbatim.

  2. Locate the verbatim response you want to categorize.

  3. Click the + icon next to the existing tags.

  4. A dropdown will appear where you can:

  • Select an existing tag from the list

  • Create a new tag by typing a new tag name

  1. Select or create the tag to apply it to the verbatim.


Multiple tags can be added to a single verbatim if the feedback relates to multiple topics.

Manage Tags

In the Manage Tag section, you can:

  • View all created tags

  • See the number of verbatims linked to each tag

  • Search for tags using the Search Tags bar

  • Organize and manage tag categories

Pro Tips for Effective Tagging

  • Start with 5–10 key tags to keep analysis simple.

  • Use clear and descriptive tag names.

  • Add keywords to automate tagging where possible.

  • Review the verbatims first before defining your final tagging structure.

This approach ensures more accurate and meaningful insights from text analysis.

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