Tags

Tags are the proper nouns of your business: your competitors, products, personas, segments, regions and channels. You list them once, under Tags in the sidebar, and Herald does the rest. You almost never need to tag anything by hand.

What tags do

Two things, both automatic.

When you publish a page, every section that mentions a tag (or one of its aliases) is tagged with it. A competitors page with a ## Bookwell section and a ## Slotly section ends up with one section tagged Bookwell and one tagged Slotly, not a page tagged with both.

When an agent asks for context, any tags mentioned in its task are picked out, and sections with those tags rank higher. "Write a comparison page against Slotly" ranks the Slotly sections above everything else that happens to mention comparisons.

Tags also show up in a few other places: agents see each section's tags in search results, list_tags gives them your vocabulary, and the most-used tags are listed in the description agents see when they connect, which helps them tell when a request is about your company at all.

Adding a tag

On the Tags page, click New tag and enter:

• Tag: the canonical name, like Avalara.
• Category: what kind of thing it is. Categories are your own, per workspace: persona, product, competitor, segment, stage, channel and region are suggested, and you can type any other, like industry or integration.
• Aliases: other ways people refer to it, separated by commas, like Avalara AvaTax, AvaTax, Ava.

Changing a tag

Click a tag to change its name, category or aliases, or to remove it. Renaming a tag renames it on every page and section that carries it, so nothing needs a republish. Changing aliases does (see below). Removing a tag doesn't take it off pages; sections just stop being tagged with it when their page is published again.

To rename a category, hover over its heading and click the pencil. Every tag in it moves along. Renaming a category to the name of another one merges them, and a category disappears when its last tag is removed.

How matching works

Matching is by whole word, so the tag Ads matches "Google Ads" but not "adds". A trailing "s" is allowed, so Persona matches "personas". Case doesn't matter, with one exception: short all-caps tags of four letters or fewer, like US, CFO or SMB, only match in capitals. That stops US from tagging every sentence with "us" in it.

Matching is literal. CFO won't match "chief financial officer" unless you add that as an alias. When you notice a phrase your team uses that isn't matching, add it as an alias.

Changing tags means republishing

Sections are tagged when a page is published. If you add a new tag or alias, pages that are already published don't pick it up until they're published again. So it pays to set up your vocabulary before a big import, and to republish the pages that mention a tag after you add it. A page with no changes shows a Republish button instead of Publish; click it to re-tag the page without editing anything.

Matching tags in an agent's task happens on every request, so that side takes effect straight away.

Page tags

You can also add tags to a page directly, from its Tags property. Page tags apply to every section of the page. They're useful when a whole page is about one thing but doesn't say its name often, like a persona page that's all about the CFO but mostly says "they".

You can type any tag on a page, including ones that aren't in the vocabulary, but tags that aren't in the vocabulary won't be recognized in tasks.

Tags as a filter

Agents can pass tags to get_context or search to restrict searched sections to ones carrying those tags. That's a hard filter, so it's best left to agents that know exactly what they want, like an automation that only ever writes about one product. Rules, pinned pages and pack pages still come back as normal.

How many tags

Fewer than you'd think. A good vocabulary covers the names that genuinely separate one task from another: each competitor, each product or plan, each persona, each region you sell into. Twenty to sixty tags is typical. Generic words ("customer", "pricing", "email") make poor tags because they appear everywhere and so distinguish nothing; search handles those fine on its own.

The starter template includes a few channel tags (Email, LinkedIn, Blog, Ads, Landing page) and funnel stages (TOFU, MOFU, BOFU). Remove any you don't use.

Only people who can edit the whole workspace can change tags.