Organize findings with taxonomy and themes

Use taxonomy for consistent labels and reports. Use themes to explore topics in customer feedback.

Import a few records first. Workspace Admins configure taxonomy dimensions; reviewers can check and adjust suggested labels.

Insight map with taxonomy-driven coloring and filters. — The **map** can show **taxonomy** (your dimensions) or **themes** (semantic clusters). Use whichever lens fits **reporting** or **exploration**.

Taxonomy and themes

Term	Meaning	Use it for
Taxonomy	Labels your team defines, such as product area or severity	Consistent filters and reports
Dimension	One classification field, such as segment	A shared question each record can answer
Theme	A group of related topics found in the evidence	Exploring what customers discuss

Themes can contain sub-themes and change as feedback arrives. A theme name is not a formal metric.

Insight map with semantic theme sidebar and sub-themes. — **Themes** nest into **sub-themes** so you can browse how language clusters, separate from your formal taxonomy dimensions.

Dimensions apply to insights and ideas in your workspace. Opportunities remain relationship and decision records rather than taxonomy-classified records. Each dimension can be free text, single-select, or multi-select, depending on how tight you want the vocabulary.

Describe each dimension in plain language. That text is part of how Zentrik suggests values when you classify.

You can start small: a few fields that match questions leadership already asks, then add or refine dimensions as imports grow.

Taxonomy studio configuring dimension values such as product area or architecture. — Define **dimensions** and value lists once; every insight, idea, and opportunity that uses them rolls up the same way in filters and leadership views.

AI classification

Zentrik suggests labels using your dimension definitions, allowed values, and workspace context. On the record, accept, edit, or clear them. Insight classification appears in its detail view.

Vertical insight detail with taxonomy and AI-assisted classification controls. — On an **insight** detail view, review proposed taxonomy values, edit them, and keep the card ready for maps and reports.

Preview and bulk refresh

Update the dimension definitions or allowed values.
Preview the suggestions on a small set of records.
Correct unclear definitions and check the preview again.
Run bulk refresh on insights or ideas when you are ready to apply the classification across those records.

Intake overview summarizing classification or taxonomy work across many records. — Use **intake** and overview flows to **try** settings, **preview** impact on real rows, then **bulk-refresh** the corpus when the team is aligned.

Maps and rollups

Filter by taxonomy to compare consistent groups. Open themes to explore related topics. Maps and counts reflect current records, labels, and review state, so they can change after imports, edits, or refreshes.

Distribution chart summarizing classified insights by taxonomy dimension. — **Distribution** views summarize classified insights once dimensions are filled in, often after **preview** looks right.

Troubleshooting

Map looks empty after import

Wait for processing on the signal. Check review or intake queues if your workspace hides unapproved items from some views. Evidence → insights.

Teams disagree on labels

Write a one-line example per dimension (what “P1” means here). Align on opportunity framing before renaming many dimensions. Use preview before a large bulk run.

Leadership quoted a theme name like a formal metric

Taxonomy values are defined and owned by your workspace. Themes describe how language clusters. If a theme should become official, add it to taxonomy; if not, keep it as exploration-only language in decks.

Continue from here

01Insights → opportunitiesGroup related customer findings around a problem worth solving before choosing a solution.02Idea statusesAn idea’s status records the team’s decision. Approved means it is worth exploring; Promoted means the team has committed to deliver it.03Imagine ideasGenerate a concept image from an idea and its customer evidence. Review the prompt and keep the result with the idea.

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