Overview
Tag categories are essential for helping the response engine find and use the most relevant content for each RFP. By properly configuring your tag categories, you ensure that responses are accurate, compliant, and tailored to each opportunity.
This guide walks you through configuring tag categories to match your organization's specific needs.
Getting Started
Step 1: Navigate to Settings
Click on Settings in the main navigation
Select Response Engine Settings from the menu
Step 2: Locate Tag Categories
Scroll down to the Tag Categories section
You'll see all your tag categories displayed in individual boxes
Each box contains the current configuration for that category
Configuring Search Strategies
For each tag category, you'll need to configure how the response engine searches and prioritizes content.
Step 3: Choose Your Main Search Strategy
You have two primary approaches:
Option A: Filter by Tags (Stricter Approach)
What it does: Excludes content that doesn't meet your matching criteria
When to use: When you need strict boundaries between content areas
Result: Only content meeting your criteria will be considered
Option B: Prefer Tag Matches (Flexible Approach)
What it does: Considers all content but prioritizes better matches
When to use: When broader context is acceptable but preferences matter
Result: All content is available but ranked by relevance
Step 4: Configure Your Selected Strategy
If you chose "Filter by Tags":
Select a Filter Mode:
Only matching tags
Requires content to match project tags exactly
No additional tags from this category allowed
Use for: Strict compliance requirements, fund-specific content
At least one matching tag
Requires at least one tag to match the project scope
Content can have additional tags from this category
Use for: Product categories, regional content
If you chose "Prefer Tag Matches":
Select an Importance Level:
High
Tag matches strongly influence content ranking
Mismatches are significantly deprioritized
Use for: Critical business categories
Medium
Balanced approach to tag matching
Moderate impact on content ranking
Use for: Standard categories (recommended default)
Low
Minimal impact on content ranking
Tags are suggestions rather than requirements
Use for: Metadata, supplementary categories
📚 Need help choosing? See our Tag Search Strategy Guide for detailed guidance.
Configuring Tag Assignment for New Responses
Step 5: Select Tag Assignment Strategy
Choose how new responses should be tagged:
From the content used
Inherits tags from source content that match project settings
Best for: Well-tagged content, strict category boundaries
Example: Compliance-critical categories
Using AI Auto-tagging
AI analyzes response content to suggest appropriate tags
Best for: Flexible categories, overlapping content areas
Example: Product features that span multiple areas
Manual
No automatic tag suggestions
Best for: Organizational metadata, internal-only categories
Example: Document type indicators
📚 Need help choosing? See our Tag Assignment Strategy Guide for detailed guidance.
Auto Save
Your settings are automatically saved as you make changes. These configurations will be applied:
When creating new projects
When regenerating responses in existing projects
For all future response generation
Troubleshooting
Responses missing expected content?
Check if Filter by Tags is too restrictive
Consider switching to Prefer Tag Matches
Responses including irrelevant content?
Increase importance level for Prefer Tag Matches
Consider switching to Filter by Tags
Auto-tagging suggestions seem wrong?
Review your source content tagging
Try switching between AI and content-based strategies
Next Steps
Review our Tag Search Strategy Guide for detailed strategy selection
Read our Tag Assignment Strategy Guide for assignment configuration
Contact support if you need help with specific use cases