Article Summary
Tag assignment strategies control how new responses inherit tags when they are approved. Choose between inheriting tags from source content, letting AI analyze and suggest tags, or manually tagging responses to maintain consistency in your knowledge base.
Estimated Time
2 minutes
Prerequisites
Admin permissions
Tag categories already created
Understanding of your content organization
Familiarity with how your tags are currently used
🗂️ Understanding Tag Assignment
What is Tag Assignment?
Tag assignment determines how new generated responses receive tags when saved to your content library.
Why it matters:
Maintains consistency in your knowledge base
Reduces manual tagging effort
Ensures responses are discoverable in future projects
Keeps content organized as your library grows
How it works: When AutoRFP generates a response and you approve it, the system can automatically suggest tags based on your chosen strategy. Different categories may need different approaches.
Available Tag Assignment Strategies
♟️Strategy 1: Tags Get Inherited 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.
How it works:
AutoRFP looks at the source content that created the response
Identifies which tags from that content match the current project
Applies only those matching tags to the new response
When to use:
Your content is already well-tagged and accurate
Tag consistency with source material is critical
Mixing tags could cause serious issues (compliance, security)
You need strict control over tag inheritance
♟️Strategy 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.
How it works:
AutoRFP reads the final generated response
AI analyzes the actual content and context
AI suggests tags based on what's in the response, not just the source
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
Content often combines information from multiple tagged sources
♟️Strategy 3: Manual Tagging
What it does: Never suggests tags for new responses. All tagging must be done manually.
How it works:
AutoRFP does not suggest any tags from this category
Users must manually add tags if needed
Prevents automatic tag propagation
When to use:
You want complete manual control over tags
💡Tips & Best practices
Strategy Selection:
Start conservatively - use "From Content" for critical categories
Use "AI Auto-tagging" for flexible categories as default
Reserve "Manual" for truly administrative tags
Testing Your Configuration:
Generate responses in a test project
Review suggested tags on new responses
Adjust strategy if tags seem wrong or missing
Monitor tag quality over first few weeks
Maintaining Tag Quality:
Review tag assignment strategies quarterly
Adjust as your content library matures
Update when organizational structure changes
Document your decisions for team consistency
✋🏼Common Mistakes to Avoid
Using "Manual" for everything (defeats the purpose of automation)
Using "AI Auto-tagging" for compliance-critical categories
Not testing configuration before rolling out organization-wide
Forgetting to review and adjust as content library evolves
Using "From Content" when source content is poorly tagged
Need Help?
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📚 Learning Centre: learn.autorfp.ai/en