User permissions required: ‘View Sources’ AND ‘Review and label’


Apply a single label

  • Navigate to Discover or Explore
  • Click or  underneath the verbatim to either select labels previously created within this taxonomy or use the text box to create new labels
  • Click to apply the label, or if sentiment analysis is enabled click the A close up of a logo

Description automatically generated to apply the label with positive sentiment orA close up of a logo

Description automatically generatedto apply with negative sentiment
  • Although you can add labels to individual verbatims with the above method it is much more efficient to bulk apply labels to a group of verbatims


Please Note: The format for label structure should be one of the following:

  1. [Standalone Parent / Root Label]
  2. [Parent / Root Label] > [Leaf Label]
  3. [Parent / Root Label] > [Branch Label] > [Leaf Label]


We do not recommend having more than three levels in a label hierarchy, as it becomes increasingly complex for users to train. In certain cases, this might be required, but it should not be considered best practice.


Apply labels in bulk

Applying labels to groups of verbatims can massively speed up the labelling process:

  • Navigate to Discover – you can use either the cluster functionality or search
  • Use the  button to either select previously created labels or use the text box to create new labels
  • Add as many labels as necessary to fully annotate the verbatims
  • When you have fully labelled the verbatims click to apply these labels to the verbatims you have selected
  • Please Note: all verbatims will automatically be selected, clicking the toggle button on the bottom right-hand corner of a verbatim will de-select it


Next to the  button are three other buttons:


-  Hide the labels currently applied to the verbatims shown


 - Invert your selection so selected verbatims become de-selected and vice versa


- De-select or select all verbatims

Next: Reviewing verbatims