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Create a Keyword Tagging Rule

Use Assign Tags to create keyword-based rules when the highlights you want to classify use repeatable terms or phrases.

Keyword tagging is useful when the wording is predictable and you want a simple rule your team can review quickly. NEXT checks for exact matches in a highlight's title, description, or quoted text and applies the tag automatically.

Before You Start​

  • You must have permission to edit teamspace settings.
  • Know which terms or phrases should trigger the rule.

Steps​

  1. Open Teamspace Settings > Prepare with AI > Assign Tags.
  2. Select Create and choose Keyword matching.
  3. Name the rule so your team understands what it classifies.
  4. Select the tag you want to assign.
  5. Enter one or more search words for that tag. Separate multiple words with commas.

When Should I Use Keyword Matching?​

  • When the language you want to detect is stable and predictable.
  • When a simple rule is easier for your team to review and maintain than an AI-based one.
  • When exact words in the title, description, or quoted text are enough to identify the right highlights.

Tips​

  • Start with the most reliable terms first and expand only when needed.
  • Review the keyword list occasionally so outdated phrases do not keep driving the rule.
  • New highlights that match the rule are tagged automatically in the future.

Example​

Use a keyword tagging rule for cases like billing urgency, where words such as urgent, escalation, or payment delay should consistently map to the same tag.

FAQ​

Q: Can I update the keyword logic later?​

Yes. You can refine the terms over time as your team learns which wording is most reliable.

Q: Can I add more than one search term to the same tag?​

Yes. Enter multiple terms as a comma-separated list when you want the same tag to apply to several exact phrases.

Q: Can I still tag highlights manually?​

Yes. You can still assign the tag manually, but manual assignments for that search-based tag are overwritten if you later change the rule's search terms. Other tags on the highlight stay in place.