Start from the questions you want answered rather than from a list of topics, since a taxonomy built for completeness informs nothing.
Working backwards from questions
Ask what decisions the tagging should inform, such as which product areas generate most confusion or which onboarding step causes most contacts.
A taxonomy designed for those questions is smaller and considerably more useful than one attempting to categorise everything customers might mention.
Separating topic from type
Tagging what the conversation was about and what kind of contact it was as separate dimensions produces far more useful analysis than combining them.
A question about billing, a complaint about billing and a bug report about billing are the same topic and three different situations.
Keeping it small
Fewer than twenty tags applied consistently produces better insight than two hundred applied inconsistently, and the second is what most teams end up with.
Splitting a tag when volume justifies it is straightforward, whereas consolidating a sprawling taxonomy after the fact rarely happens.
Naming so anyone can apply them
Tag names should be unambiguous enough that two people tagging the same conversation choose the same one, which is the practical test of a taxonomy.
Where two tags are frequently confused, the problem is the definition rather than the people applying them.
Tagging sentiment separately
Whether a conversation was positive, neutral or frustrated is a separate dimension from what it was about, and combining them makes both harder to analyse.
Keeping sentiment as its own tag lets you find the frustrated conversations within any topic, which is usually the most informative subset.









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