Getting Started with AI Tagging & Sentiment

Markdown

View as Markdown

What is AI Tagging and Sentiment?

AI Tagging and Sentiment is a powerful Oversai product that uses artificial intelligence to automatically categorize customer interactions and evaluate the sentiment of both the customer and the agent.

This product helps support teams understand the most common reasons customers are reaching out, detect emotional tone in conversations, and identify opportunities to improve the customer experience. It saves time, improves consistency, and adds valuable insights into your support operations.


Step-by-Step: How to Create an AI Tagging and Sentiment Process

1. Navigate to “AI Tagging”

Go to the Logic section in the left-hand menu and click on AI Tagging. Then, click the "New AI Tagging" button in the top-right corner of the screen.


2. Add Relevant AI Tagging Topics

Next, select the topics that matter most to your business. These should represent common reasons your customers reach out—such as:

  • Product Bug

  • Login Issues

  • Delivery Problems

  • Bad Experience, etc

The AI will automatically assign these tags to conversations based on their content.

Note: You can add up to 40 topics per AI Tagging process, and only one AI Tagging process per integration is allowed.


3. Use the AI Tagging Playground

In the AI Tagging Playground, you can test your setup and see how Oversai’s sentiment algorithm classifies interactions.

Select:

  • The AI Tagging you want to test

  • The integration (e.g. Zendesk, Intercom)

  • The specific interaction ID

Then click Validate.


The system will return the original conversation with AI-generated topics and sentiment scores.


4. ✅ Ready to Launch?

Filters

Once you have created your AI Tagging topics, the next step is to decide which interactions you want to analyze. This is done through filters, which allow you to define the conversations that will be processed by AI Tagging and Sentiment Analysis.

Routers

After your filters are ready, you'll need to configure a Router. Routers are responsible for automatically triggering AI analyses and determining when and how often they run. You can either add AI Tagging and Sentiment Analysis to an existing router or create a dedicated router specifically for this workflow.

Once your router has been configured and activated, Oversai will automatically process interactions based on the rules, filters, and schedule you've defined.


💡 Core Concept: Sentiment Polarity

Sentiment is measured separately for the customer and the agent on a scale from -1 to 1:

  • -1 = very negative

  • 0 = neutral

  • 1 = very positive

This helps you better understand the emotional tone of conversations and identify potential friction points.


📊 Accessing Reports

To view AI Tagging and Sentiment reports:

  1. Go to the left-hand menu

  2. Click Analytics → Reports

  3. Select AI Tagging

There, you'll find detailed reports with your chosen topics and sentiment scores, helping you track trends and take action faster.

Was this article helpful?