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Choosing the right Tag Assignment Strategy for your tag category

Describes the tag assignment strategies available to users and when to choose them.

Saul Bard avatar
Written by Saul Bard
Updated this week

Overview

When the response engine generates new responses, it can automatically suggest tags based on the content used. You can control this behavior for each tag category by selecting a tag assignment strategy that best fits your needs.

Understanding Tag Assignment

Tag assignment helps maintain consistency in your knowledge base by automatically suggesting appropriate tags when new responses are created. Different categories may need different approaches based on how your content is organized and used.

Available Tag Assignment Strategies

1. From the content used

What it does: Inherits tags that appear in both the project settings and the source content used to generate the response.

When to use:

  • Your content is already well-tagged and you want to maintain that tagging

  • It's critical that tags remain consistent with the source content

  • Mixing tags could cause serious issues (compliance, security, etc.)

Example use case:

  • This content is related to a partner product you sell and when used the new response should still be tagged with that partner.

  • Financial services where fund-specific content must never be tagged with other funds

2. AI Auto-tagging

What it does: Uses AI to analyze the response content and intelligently suggest the most appropriate tags from your project settings.

When to use:

  • Your content boundaries are flexible or overlapping

  • Older content might not be perfectly tagged

  • You want tags based on actual response content, not just source material

Example use case:

  • You have responses that cover multiple features and products but the final responses often use a subset of that information. AI auto-tagging would ensure that it only gets assigned tags that match the final response not everything that was on the original item.

3. Manual

What it does: Never suggests tags from this category for new responses.

When to use:

  • The category is purely organizational or metadata

  • Tags indicate source type rather than content topic

  • The tags don't make sense for customer-facing responses

Example use case:

  • Tags like "Research," "Internal Policy," or "Archive" that indicate document type

  • Administrative tags used for internal organization

Choosing the Right Strategy

Consider these questions for each tag category:

Choose "From the content used" if:

✓ Your content is accurately tagged

✓ Tag boundaries are strict and important

✓ Incorrect tagging could cause compliance or security issues

✓ You want complete control over tag inheritance

Choose "AI Auto-tagging" if:

✓ Content often spans multiple tags within the category

✓ You want flexible, content-aware tagging

✓ Historical tagging might be incomplete or imperfect

✓ Tag boundaries are more like guidelines than rules

Choose "Manual" if:

✓ Tags are for internal use only

✓ The category describes metadata, not content

✓ Tags would confuse or mislead if applied to responses

Best Practices

  1. Start conservatively: If unsure, begin with "From Content" for critical categories and "AI-Powered" for flexible ones

  2. Mix strategies: Different categories can use different strategies - choose what works best for each

  3. Regular review: As your content evolves, revisit your auto-tagging strategies

Quick Reference

Strategy

Best For

Behavior

From the content used

Strict boundaries, well-tagged content

Inherits only matching tags

AI Auto-tagging

Flexible boundaries, overlapping content

Intelligently suggests relevant tags

Manual

Metadata, internal organization

No auto-tagging

By thoughtfully configuring tag assignment strategies, you can maintain a well-organized knowledge base while reducing manual tagging effort.

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