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 or phrases with commas.

Supported Search Syntax

Keyword matching is case-insensitive. For example, Payment Delay also matches payment delay.

Use the following syntax:

• Enter a word or phrase to match it in a highlight's title, description, or quoted text.
• Separate alternatives with commas. For example, urgent, escalation, payment delay matches any of those terms or phrases.
• Enter * by itself to match every highlight.
• * cannot be used as a wildcard within a word or phrase. Searches such as pay*, *payment, and pay*delay are not supported.
• Other wildcard characters, such as ?, are not supported.

You can limit a match to a specific field by using field:value. Put values containing spaces in quotation marks.

Field	Example
Title, description, or quoted text	text:"payment failed"
Title	title:"checkout problem"
Description	interpretation_plain:"customer cannot pay"
Contributor name	contributor.name:"Sam Lee"
Contributor title	contributor_title:"Product Manager"
Contact	contact:"Taylor Smith"
Record account	recording.account:123

To match any of several values in the same field, separate them with commas. For example, contributor_title:"Product Manager","UX Researcher" matches either contributor title.

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 words or phrases 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• Review the keyword list occasionally so outdated phrases do not keep driving the rule.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.
• Use * carefully because it assigns the tag to every highlight processed by the rule.

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 words or phrases.

Q: Does keyword matching support wildcards?

Only * by itself is supported, and it matches every highlight. Partial wildcard searches such as pay* or *payment are not supported.

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.