Article Summary
Configure tag categories to control how the response engine finds and uses content for RFP responses. Choose between strict filtering or flexible matching, and set how new responses inherit tags to ensure accurate, relevant AI-generated answers.
Estimated Time
2 minutes
Prerequisites
Admin permissions
Tag categories already created in your organization.
Understanding of your content organization structure
Familiarity with how your team uses tags
Step-by-Step Instructions
Step 1: Access Your Tag Category Settings
1. Click Organizational Settings in the main navigation.
2. Select Response Engine from the top menu.
3. Scroll down to the Tag Categories section.
4. You'll see all your tag categories displayed in individual boxes.
5. Each box shows the current configuration for that category.
Step 2: Choose Your Search Strategy
For each tag category, decide how the response engine should search content.
1. Locate the tag category you want to configure.
2. Choose between two primary approaches:
Option A: Filter by Tags (Stricter Approach)
What it does: Excludes content that doesn't match your criteria
When to use: Strict boundaries between content areas (compliance, region-specific)
Result: Only matching content will be considered
Option B: Prefer Tag Matches (Flexible)
What it does: Considers all content but prioritizes better matches
When to use: Broader context acceptable with preferences
Result: All content available, but is ranked by relevance
3. Click your selected strategy option.
Step 3: Configure Filter by Tags (If Selected)
1. 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 are allowed
Use for: Strict compliance requirements, fund-specific content
At Least One Matching Tag
Requires minimum one tag match with project scope
Content can have additional tags from this category
Use for: Product categories, regional content
2. Click your preferred filter mode. Settings auto-save immediately.
Step 4: Configure Prefer Tag Matches (If Selected)
1. If you chose Prefer Tag Matches, select an Importance Level:
High
Tag matches strongly influence content ranking
Mismatches significantly deprioritized
Use for: Critical business categories
Medium (Recommended Default)
Balanced approach to tag matching
Moderate impact on content ranking
Use for: Standard categories
Low
Minimal impact on content ranking
Tags are used as suggestions, not requirements
Use for: Metadata, supplementary categories
2. Click your preferred importance level. Settings auto-save immediately.
Advanced: Configure Tag Assignment for New Responses
1. Scroll to the Tag Assignment section for your category.
2. Choose how new responses should be tagged on an on-going basis:
From the Content Used
Inherits tags from source content matching project settings
Best for: Well-tagged content libraries, 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 spanning multiple areas
Manual
No automatic tag suggestions
Best for: Organizational metadata, internal-only categories
Example: Document type indicators
3. Click your selected tag assignment strategy. Settings auto-save immediately.
💡 Tips & Best Practices
Choosing Search Strategies:
Start with Prefer Tag Matches (Medium) for most categories
Use Filter by Tags only for strict requirements (compliance, geography)
Reserve High importance for 2-3 truly critical categories
Filter Mode Selection:
Only Matching Tags: Use when content must never cross boundaries (regulatory content)
At Least One Matching Tag: Use when some overlap is acceptable (product lines)
When in doubt, start with "At Least One" for more flexibility
Tag Assignment Best Practices:
From Content Used: Best when source content is well-organized and consistently tagged
AI Auto-tagging: Helpful for new content or when tags overlap
Manual: Use sparingly - increases manual work
✋🏼 Common Mistakes to Avoid
Over-using Filter by Tags (limits content availability unnecessarily)
Using Only Matching Tags when At Least One would work better
Not testing configuration changes before rolling out organization-wide
Expecting perfect results without reviewing source content tagging first
Making all categories strict when flexibility would serve better
Need Help?
💬 Live Chat: Available in-app
📧 Email: [email protected] or contact your Success Manager directly for urgent support.
📚 Learning Centre: learn.autorfp.ai/en