# Set up Insights

Turn on Pristo CX Insights for a program: create the category taxonomy, choose the open-text fields to analyze, and analyze the responses you already have.

You set up **Insights** in Pristo CX under **Management** > **Insights**, one program at a time. Create the program's category taxonomy, choose the open-text fields to analyze and, if you want, analyze the responses you already have.

## Before you start

- Role: account admin or program admin. See [roles and permissions](https://docs.pristo.io/cx/users/roles-and-permissions).
- Plan: Pro. On other plans the page shows **Insights is a Pro feature**. Account admins select **Upgrade to Pro**, then **Upgrade now**, to change the plan. Program admins are told to ask an account admin. See [Change your plan and billing details](https://docs.pristo.io/cx/account/billing).
- Setup: a questionnaire with at least one open-text question. See [Question types](https://docs.pristo.io/cx/form-builder/question-types).

## Steps

### Create the category taxonomy

![Sketch of the dialog that creates the category taxonomy, open over the Insights page. Marker 3 is on the template list. Marker 4 is on the plus and trash icons at the end of a category row. Marker 5 is on the button that adds a top-level category. Marker 6 is on the button that creates the taxonomy, at the bottom right.](https://docs.pristo.io/_astro/insights-taxonomy-dialog.BfdNcjHa.webp)

1. Open **Management** and select **Insights**.

2. Under **Category taxonomy**, select **Create taxonomy**.

3. Choose a starting point under **Template**, such as **Customer satisfaction**, or choose **Empty**.

4. Edit the categories. Change a name or a description, select the plus icon on a row to add a subcategory, or select the trash icon to remove a category.

5. Select **Add category** to add a top-level category.

6. Select **Create taxonomy** at the bottom of the dialog.

### Choose the analyzed fields

![Sketch of the Insights page. In the analyzed fields section, marker 1 is on the field column, marker 2 on the box that turns on analysis for a question, and marker 3 on the button that saves. The category taxonomy section is above it, and the section that analyzes existing responses is below it.](https://docs.pristo.io/_astro/insights-fields.ryXB3Xpt.webp)

1. Under **Analyzed fields**, find the question in the **Field** column. The **Questionnaire** column shows where it is.

2. Select the box under **Analyze** for each question to analyze.

3. Select **Save**.

### Analyze existing responses

1. Under **Analyze past responses**, select **Analyze existing responses**.

2. Select **Analyze** to confirm.

## Result

Insights is on for the program once at least one field is selected, and the badge next to **Analyzed fields** shows how many fields are analyzed. New responses are analyzed automatically. After you analyze existing responses, a message says how many responses were queued, and the results appear as the analysis runs. The text analysis widgets become available when you add widgets to a dashboard.

### Change the categories

Select **Edit taxonomy**, change the categories and select **Save changes**. The new categories apply to answers analyzed from then on. Answers that were already analyzed keep their categories, and analyzing existing responses again skips them.

### Turn Insights off

Select **Turn Insights off**, then **Turn off**. This clears every analyzed field, so new answers are not analyzed. The taxonomy is kept, and you turn Insights on again by selecting fields.

## Limits

- Each program has one taxonomy and its own analyzed fields. Set up each program separately.
- The template is chosen only when you create the taxonomy. Afterwards you edit the categories directly.
- Category name: required, up to 200 characters, and unique in the taxonomy, ignoring capital letters. Description: optional, up to 1,000 characters.
- The fields list shows the text questions of the program's questionnaires, including number, email and phone inputs. Choice questions and rating scales cannot be analyzed.
- Only responses that reached an exit point are analyzed. Empty answers are skipped.
- Analyzing existing responses covers every completed response in the program's active questionnaires that is not deleted. Answers already analyzed are skipped, so you can run it again safely.
- Analysis runs only while the account is on the Pro plan.

## Troubleshooting

**Analyzed fields asks you to create a taxonomy first.** The fields list appears after you create the category taxonomy.

**No fields are listed.** The program's questionnaires have no text questions. Add an open-text question in the form builder.

**Changing the template asks to replace your categories.** After you edit the categories, choosing another starting point replaces them. Select **Cancel** to keep your edits.

**A dashboard shows the text analysis widgets as unavailable.** No field is set up for analysis yet. The dialog links to **Text analysis settings**, which opens the Insights page in Management.

**Older responses have no results.** Select **Analyze existing responses**. Answers that came in before their field was selected are not analyzed otherwise.

## Related

- [Insights overview](https://docs.pristo.io/cx/insights/overview)
- [Dashboard widgets](https://docs.pristo.io/cx/dashboards/widgets)
- [Dashboards overview](https://docs.pristo.io/cx/dashboards/overview)
- [Roles and permissions](https://docs.pristo.io/cx/users/roles-and-permissions)