Introduction

Tags are custom, user-definable labels that you apply to emails (or other items) to classify and group them - making your data easier to filter, search, and analyze.

The EagleEye system supports three types of tags:

1. Non-AI tags - Simple rules-based tags
2. AI tags - AI-powered tags with basic validation
3. AI with mentions tags - AI-powered tags that can extract and identify specific people mentioned in emails

Please have a look at the Features section to learn more about each of those tag types.

If you want to start creating your own tags, go to the Tags page in your EagleEye portal.

Best Practices

1. Non-AI rules

• Keep rules simple and specific
• Use multiple rules with appropriate logic (AND/OR) for complex conditions
• Test rules thoroughly with various email scenarios

2. AI prompts

• Be clear and specific in prompt instructions
• Include examples in the prompt when possible
• Test prompts with various email formats and content

3. AI with mentions prompts

• Always specify the expected response format
• Consider using the "Extract names from everyone" option when names might appear anywhere in the email
• Test with various name formats and positions in the email

Common Use Cases

1. Non-AI tags

• Project-specific tags (e.g., "SSW.Design", "SSW.Marketing")
• Simple categorization based on email properties

2. AI tags

• Task completion detection
• Sentiment analysis
• Topic categorization

3. AI with mentions tags

• Email checking verification
• Meeting participant identification
• Action item assignment tracking