When creating a tag, give it a name and a description that explains when the tag should be applied. Be specific about the keywords, phrases, or patterns the AI should look for; the clearer the description, the more accurately the tag is applied.

Example:

  • Tag label: Meeting.

  • Description: Apply this tag when the client requests a meeting, appointment, demo, or a call from the sales team. 



Steps:

  1. From the Admin Dashboard, go to Tags.

  2. Click Create Tag and select Smart Tag.

  3. Enter a name for the Smart Tag.

  4. Describe when the tag should be applied.

  5. Add one or more examples to help define when the tag should be used.

  6. Click Save.

That's it! Your Smart Tag is now created and ready to use.