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Documentation Index

Fetch the complete documentation index at: https://docs.experio.cloud/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

Taxonomies provide structured, hierarchical vocabularies for classifying and categorizing entities in the knowledge graph. They help ensure consistent tagging and enable structured browsing of your organization’s knowledge. Navigate to Admin > Graph > Taxonomies.

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Viewing Taxonomies

The taxonomies page displays a hierarchical tree table showing:
  • Taxonomy name
  • Parent-child relationships
  • Full path from root to leaf
  • Associated synonyms
  • Status information
You can filter taxonomies by type to focus on a specific classification system.

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Creating Taxonomies

Click Add New Taxonomy to create a new entry:
FieldDescription
NameThe taxonomy term (e.g., “Healthcare”, “Federal Contracting”)
TypeThe classification system this belongs to (e.g., “Industry”, “Service Line”)
ParentOptional parent taxonomy for hierarchical nesting
SynonymsAlternative terms that should be treated as equivalent

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Hierarchical Structure

Taxonomies support unlimited nesting depth. For example: 
Industry
├── Healthcare
│   ├── Pharmaceuticals
│   └── Medical Devices
├── Technology
│   ├── Software
│   └── Hardware
└── Government
    ├── Federal
    └── State & Local

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Type-Specific Views

Click on a taxonomy type in the sidebar to see a filtered view showing only taxonomies of that type. This provides a focused view for managing a single classification system.

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Synonyms

Each taxonomy entry can have multiple synonyms — alternative terms that the AI treats as equivalent during classification. For example:
  • Healthcare → “Health Care”, “HC”, “Medical”
  • Federal → “Fed”, “US Government”, “USG”
Synonyms improve classification accuracy by helping the AI recognize variations in terminology.

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Managing Taxonomies

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Editing

Click any taxonomy entry to edit its name, parent, type, or synonyms.

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Deleting

Remove taxonomy entries that are no longer needed. Deleting a parent entry does not automatically delete its children — you’ll need to reassign or remove them separately.
Build your taxonomy before ingesting documents. The AI uses taxonomies during classification, so having a well-defined vocabulary from the start produces better results.
Taxonomies are also used in Enrichment Rules via the @TaxonomyName syntax. When you reference a taxonomy in an enrichment prompt (e.g., @Domain), the system expands it to the full list of values, helping the LLM classify and tag nodes consistently.