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Organize sources with tags

Tags organize sources.

Open Train > Tags.

Tags help you:

  • Find sources later
  • Group sources by product, market, or customer segment
  • Review extracted knowledge
  • Filter source lists
  • Understand what material a deployment should use

SynTwin can auto-assign tags during processing. You can also create and edit them manually.

Create tags with names that describe reusable buckets:

enterprise pricing
security
implementation
objections
industry healthcare

Use the description to guide auto-assignment.

When configuring deployment sources, use tags to find relevant sources quickly.

Tags do not grant access by themselves. You still choose each source as Mentioned, Internal, or Unavailable.

Prefer a small set of stable tags over many one-off labels.

If a tag only applies to one person, use person-specific sources instead.