Organizing prompts with tags

Tags help you organize and manage your prompt library as it grows. You can create custom labels, assign them to prompts, filter your view, and use tags to target specific prompts in automated schedules.

This guide covers how to create, assign, and manage tags effectively.

Accessing tags

Tags are managed directly from the Prompts page. You can:

• View existing tags in the filter bar at the top of the page
• Assign tags by clicking on any prompt’s tag area
• Bulk-assign tags by selecting multiple prompts

Creating tags

Tags can be created inline while assigning them to prompts. There is no separate tag management page.

Creating a tag while tagging a prompt

1. Navigate to the Prompts page.
2. Click on the tags area of any prompt to enter edit mode.
3. Type the name of your new tag in the input field.
4. Press Enter or select the Create “tag-name” option that appears.
5. The tag is created and immediately assigned to the prompt.

Tag Naming Rules:

• Tag names can be up to 100 characters
• Names are case-insensitive (“Marketing” and “marketing” are treated as the same tag)
• Leading and trailing whitespace is automatically trimmed
• Tag names must be unique within a workspace

Tagging prompts

Single prompt

1. Locate the prompt you want to tag on the Prompts page.
2. Click on the prompt’s tags area (displays existing tags or “Add tags” placeholder).
3. Select tags from the dropdown or create new ones.
4. Click outside the input to save, or press Escape to cancel.

Bulk tagging multiple prompts

When you need to apply the same tags to multiple prompts:

1. Use the checkboxes to select the prompts you want to tag.
2. Click the Add tags button that appears in the toolbar.
3. In the modal, select existing tags or create new ones.
4. Click Apply.

Note: Bulk tagging replaces all existing tags on the selected prompts with your new selection. To add tags without removing existing ones, tag prompts individually.

Filtering by tags

The tag filter bar at the top of the Prompts page lets you quickly narrow down your view.

1. Look for the row of tag badges above the prompts list.
2. Click a tag to filter the list to only prompts with that tag.
3. Click additional tags to filter by multiple tags (prompts matching any selected tag are shown).
4. Click a selected tag again to remove it from the filter.
5. Click Clear to remove all filters.

Tip: If you have many tags, click Show more to expand the full list.

Using tags with schedules

Tags integrate with the scheduling system to target specific groups of prompts for automated runs.

When creating or editing a schedule, you can:

• Select specific tags to include in the schedule
• The schedule will run all active prompts that have any of the selected tags
• As you add or remove tags from prompts, the schedule automatically includes or excludes them

Organize prompts by campaign, product line, or analysis type, and schedule them accordingly.

Example Workflow:

1. Tag all competitive analysis prompts with “competitors”
2. Create a weekly schedule targeting the “competitors” tag
3. New prompts tagged “competitors” are automatically included in future runs

Removing tags from prompts

Single prompt

1. Click on the prompt’s tags area to enter edit mode.
2. Click the X button on any tag badge to remove it.
3. Changes save automatically.

Bulk removal

1. Select multiple prompts using checkboxes.
2. Click Add tags in the toolbar.
3. Clear all tags and click Apply to remove all tags from selected prompts.

Deleting tags

To permanently delete a tag from your workspace:

1. Enter edit mode on any prompt’s tags area.
2. In the dropdown, hover over the tag you want to delete.
3. Click the red X icon next to the tag name.
4. Confirm the deletion.

Important: You cannot delete a tag that is currently used by a schedule. Remove the tag from all schedules first, then delete it.

When a tag is deleted:

• The tag is removed from all prompts that had it
• Historical data is preserved; prompts retain their response history
• The tag cannot be recovered

Permissions

Tag operations require specific workspace permissions:

Action	Required role
View tags	Member, Admin
Create tags	Admin
Assign/remove tags from prompts	Admin
Delete tags	Admin

Users with the Member role can view and filter by tags but cannot create, modify, or delete them.

Best practices

• Use consistent naming: Establish naming conventions for your team (e.g., all lowercase, hyphens for spaces).
• Keep tags focused: Create tags that reflect how you actually search for prompts. Too many granular tags become hard to manage.
• Align with schedules: If you plan to use tags for scheduling, design your tag structure around your automation needs.
• Review periodically: Remove unused tags to keep the filter bar manageable.

Troubleshooting

• Cannot create or delete tags: Verify your account has Admin permissions.
• Cannot delete a tag: Check if the tag is used by any schedules. Remove it from schedules before deleting.
• Tag not appearing in filter: Refresh the page. If it still doesn’t appear, verify the tag was created successfully.

Next steps

• Schedule prompts by tags to automate analysis for specific groups.
• Create more prompts to expand your monitoring coverage.