Tag Groups Overview

Tag Groups let you organize related tags together and define AI-powered rules for automatically applying them to your calls and signals. Instead of manually tagging every piece of feedback, set up your rules once and let BuildBetter handle the classification.

What Are Tag Groups?

A Tag Group is a collection of related tags with shared labeling instructions. Each group can:

• Group Related Tags

  Organize tags that belong together (e.g., "Customer Segments", "Product Areas", "Feedback Types")

• Define AI Rules

  Provide instructions that tell AI when to apply each tag in the group

• Auto-Label Content

  Automatically tag calls and signals based on your defined rules

• Process Retroactively

  Apply new tag rules to existing content with one click

Tag Groups vs. Individual Tags

Tip: Use individual tags for ad-hoc labeling during review. Use tag groups when you want consistent, automated classification across all your content.

How Tag Groups Work

1. Create a Tag Group

Define a group with a name and optional high-level instructions explaining what this group is for.

Example: "Customer Segments" with instructions: "Classify based on company size and industry mentioned in the conversation."

2. Add Tags as Members

Add existing tags to the group. For each tag, you can provide specific instructions for when it should be applied.

Example Tags:

• "Enterprise" - Apply when company has 1000+ employees or mentions enterprise features
• "SMB" - Apply for small to medium businesses under 500 employees
• "Startup" - Apply when company mentions being early-stage or recently founded

3. Configure Targets

Choose what content types this tag group should automatically label:

• Calls/Interviews: Tag your recorded meetings
• Signals/Extractions: Tag extracted insights from conversations

4. AI Applies Tags

When new content is processed, AI reads the transcript or signal content and applies appropriate tags from the group based on your instructions.

Creating a Tag Group

Navigate to Settings > Tag Groups to manage your tag groups.

Basic Setup

1. Click Create Tag Group
2. Enter a group name (e.g., "Feedback Categories")
3. Add optional group-level instructions

Info: Group-level instructions provide context that applies to all tags in the group. Use them to explain the overall classification goal.

Adding Members

After creating the group, add tags as members:

1. Click Add Tags on your tag group
2. Select existing tags or create new ones
3. For each tag, optionally add specific instructions

Example Instructions for a "Priority Level" Tag Group:

Tag-Level Instructions

Per-tag instructions help AI make precise decisions:

Tag: "Integration Request"
Instructions: "Apply when the customer asks about connecting
BuildBetter with another tool they use, mentions API access,
or discusses data sync between systems."

Tip: Be specific in your instructions. Include example phrases, keywords, or scenarios that should trigger each tag.

Tag Group Settings

Multi-Tag Selection

Single Tag Mode

Only one tag from the group can be applied per item. Use this for mutually exclusive categories like:

• Customer segments (Enterprise vs SMB vs Startup)
• Priority levels (Critical vs High vs Medium vs Low)
• Deal stages (Discovery vs Evaluation vs Negotiation)

Multi-Tag Mode

Multiple tags from the group can be applied to the same item. Use this for non-exclusive categories like:

• Product areas mentioned (can discuss multiple features)
• Departments involved (Sales AND Success on the same call)
• Topics covered (Pricing AND Roadmap AND Competition)

Skip Tagging Option

• Required tagging: Every item must receive at least one tag from this group
• Optional tagging: Items can have no tags if none apply

Note: Enable skip tagging for groups where not every conversation will match. For example, a "Competitor Mentions" group should allow skipping when no competitors are discussed.

Targeting Content Types

Tag groups can target different content types:

Calls & Interviews

Tags are applied to the overall call/meeting record based on transcript analysis.

Best for:

• Meeting types (Demo, Discovery, Support)
• Participants (Prospect, Customer, Partner)
• Outcomes (Successful, Needs Follow-up, At Risk)

Signals & Extractions

Tags are applied to individual extracted insights from conversations.

Best for:

• Feedback categories (Feature Request, Bug Report, Praise)
• Sentiment indicators (Frustrated, Satisfied, Neutral)
• Action items (Follow-up Required, Escalate, No Action)

Retroactive Processing

When you create or update a tag group, you can apply it to existing content:

1. Go to your tag group settings
2. Enable Retroactive Processing
3. BuildBetter will queue a job to process historical content

Warning: Retroactive processing uses credits based on the number of items processed. Check your usage before processing large datasets.

Viewing Tag Group Results

On Calls

Tagged calls show their applied tags in the call detail view and can be filtered in the calls list.

On Signals

Filter signals by tag group tags to find specific categories of feedback.

Tag Group Logs

BuildBetter logs all auto-tagging decisions for transparency:

• What content was analyzed
• Which tags were considered
• Why specific tags were applied
• AI confidence in the decision

Best Practices

Success: Start with clear categories: Define tag groups around distinct classification needs (who, what, why, priority).

Success: Write specific instructions: Include keywords, phrases, and examples that should trigger each tag.

Success: Use single-tag mode for exclusive categories: Prevent conflicting tags like "Enterprise" AND "Startup" on the same call.

Success: Enable skip tagging when appropriate: Not every conversation will match every tag group.

Success: Review and refine: Check tag group logs periodically to see if AI is making correct decisions. Adjust instructions as needed.

Success: Combine with taxonomy: Use tag groups for cross-cutting concerns (priority, sentiment) and taxonomy for product categorization.

Example Tag Groups

Feedback Type

Deal Risk Level

Customer Lifecycle

FAQ

How many tag groups can I create?

There's no limit to the number of tag groups. Create as many as needed for your classification needs.

Can a tag belong to multiple groups?

Yes, the same tag can be a member of multiple tag groups with different instructions in each context.

What happens if tag group instructions conflict?

Each tag group is evaluated independently. If the same tag is in multiple groups, it may be applied based on different criteria from each group.

How accurate is auto-tagging?

Accuracy depends on the clarity of your instructions. Specific, detailed instructions with examples produce better results than vague descriptions.

Can I override auto-applied tags?

Yes, you can manually add or remove tags from any call or signal, regardless of how they were applied.

Tag Groups transform manual tagging into intelligent, automated classification. Define your rules once, and let AI consistently apply them across all your customer conversations.