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 EagleEye Portal | Tags.

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