Taxonomy

Categories are discovered from the data, not hand-written. A discovery agent clusters poorly-fitting calls and proposes candidates; a critic agent reviews each one before a human promotes it.

Proposed by discovery agent

appointment_availability_mismatchparent: expectation_gapproposed20 sample calls · confidence 0.89

Customers expect same-day service from ad copy, then learn same-day slots are members-only during peak season. Distinct from generic booking: the objection is the expectation gap, not price or scheduling logistics.

Trend: up 47% week over week, concentrated in paid-search-ne

Critic agent review

ACCEPT. Cluster is behaviorally distinct from book_service: 92% of member calls cite the ad claim verbatim, conversion is 3x lower, and the objection pattern (misleading_ad) appears nowhere else. Recommend promoting to active with parent expectation_gap.

pricing_tier_confusionparent: policy_questionproposed14 sample calls · confidence 0.86

Post-migration calls where customers cannot map their legacy plan onto the new tier names, driven by the June 15 email.

Trend: emerged after June 15 pricing update

Critic agent review

ACCEPT. Distinct from billing_dispute: no incorrect charge exists in 88% of member calls; the confusion is nomenclature, not money. Should taper if the migration email is fixed, so review again in 30 days.

Active categories

CategoryDescriptionCallsConf.Trend
book_serviceNew-install and service booking requests, including quotes and financing.860.97steady
technical_issueDevice and service malfunctions, dominated by thermostat connectivity.420.96steady, expected to fall after firmware 4.3
reschedule_appointmentMoving or confirming an existing appointment.410.98steady
cancel_membershipRequests to end a maintenance-plan membership.400.96steady
request_refund
under billing_dispute
Customer requests money back for a charged service.310.95up 78% since pricing update
billing_disputeIncorrect, duplicate, or disputed charges.270.95up since June 15 migration

Rejected proposals

frustrated_customersrejected

Proposed cluster grouping all calls with angry sentiment trajectories.

Critic agent review

REJECT. Sentiment is an attribute, not a category: the cluster spans refunds, mismatches, and billing with no shared root cause or distinct action. Merging it would destroy the causal structure the taxonomy exists to capture.