How to Setup and Use Training Tags?

Tags help you organise, filter, and retrieve content faster — especially when you’re managing large volumes of training data or helpdesk articles. They improve internal search, speed up workflows, and help teams segment there knowledge.

This guide explains how to use tags in both the Training and Helpdesk sections.

✅ Why Tags Are Useful

They are labels that help you classify content. Here’s what you can use them for:

• Filter Content During Training: You can filter datasets by tag to selectively train your AI. This is useful when you only want to train it on a specific product or category.

• Cross-Referencing: When articles or datasets belong to multiple categories (e.g., a doc relevant to both Billing and Refunds), you can tag them with both, since traditional folder structures don’t support this.

How to Add Tags in the Training Section

Tags in the Training Section help organize datasets, links, and project files.

Steps to Add a Tag:

1. Go to the Training section.

2. Find the training dataset where you need to add a tag (URL, Doc, FAQ, Text, other).

3. Click "+ Add" in the Tags column.

4. Select the appropriate tag(s) from the list.

5. Click "Update" to confirm.

How to Add Tags in the Helpdesk Section

To add Tags in helpdesk follow these steps:

Steps to Add a Tag:

1. Navigate to the Helpdesk Section, In the Articles list.

2. Find the article where you want to add a tag.

3. Click on "+ Add" under the Tags column.

4. A dropdown with available tags will appear.

5. Select the relevant tag(s), Click "Update" to save.