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Tags help you categorize insights by theme, making it easy to spot patterns and filter feedback. [image]

Creating Tags

  1. Navigate to AccountProperties
  2. Click the Tags tab
  3. Click New Tag
  4. Enter a name and select a color
  5. Click Create
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Suggested Tag Categories

Product Areas
  • onboarding, dashboard, api, mobile, integrations
Feedback Types
  • feature-request, bug, praise, churn-risk
Customer Segments
  • enterprise, startup, trial, paying
Priority Levels
  • urgent, nice-to-have, future

Using Tags

When viewing an insight:
  1. Click Add tags in the properties panel
  2. Select existing tags or create new ones inline
  3. Remove tags by clicking the X
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Create tags that match your team’s workflow. The best taxonomy is one your team will actually use.

Managing Tags

In Account Properties, you can:
  • Edit - Change tag names or colors
  • Merge - Combine duplicate tags
  • Delete - Remove unused tags
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Deleting a tag removes it from all insights. Consider merging instead of deleting.

Best Practices

Start Simple - Begin with 5-10 essential tags Be Consistent - Document tag definitions for your team Review Regularly - Audit tags quarterly to keep them relevant Use Colors - Group related tags with similar colors Ready to organize? Start tagging insights to unlock powerful filtering and reporting.