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Topics, themes and prompts

Free-text answers (verbatims) are automatically classified so you can see what customers are talking about at scale. This page covers the taxonomy you configure — topics and themes — and the prompts that drive the classification.

Topics and themes

Open Topics & themes to manage your taxonomy.

  • A topic is a specific subject a verbatim can be about — for example "wait time" or "staff friendliness".
  • A theme is a broader grouping that several topics roll up into — for example "service speed" or "people".

When a verbatim is coded, it's tagged with the topics it matches, and those topics carry their parent themes. This two-level structure lets you analyse feedback both at a fine-grained level (topics) and at a summary level (themes).

Use this page to add, rename, and organise topics, and to set which theme each topic belongs to. A well-maintained taxonomy is what makes verbatim analytics meaningful.

Prompts

Open Prompts to manage the LLM prompts that power automatic coding and other text analysis.

  • Versioned — prompts are kept as versions so you can change wording and track what was in effect over time.
  • Template tags — prompts use placeholders that are filled in at run time:
TagReplaced with
%topics%Your current list of topics, so the model classifies against your taxonomy.
%verbatims%The verbatim text being analysed.

Editing a prompt creates a new version. Keep prompts clear and aligned with your topic list so classification stays accurate.

How they work together

  1. You define topics and group them under themes.
  2. A prompt (with %topics% and %verbatims%) tells the model how to classify each verbatim against that taxonomy.
  3. Coded verbatims feed the verbatim analytics — topic and theme breakdowns, trends, and word clouds.

Next steps