Overview
Custom tags give you a flexible way to organize your content and power your search experience within MeBeBot. You can assign questions and placeholders to your own tags, then use those tags to find and group content quickly.
Before you start: Super Admins need to create tags first. Other users will not see or be able to use tags until they exist, so begin here.
Here is what custom tags let you do:
✅ Organize your questions and placeholders in a way that fits how your team works
✅ Group content by category, role, or time period, such as questions you review quarterly
✅ Assign more than one tag to a single question
✅ Power your in-portal search by filtering to a specific tag
How to Use
Step 1: Create Your Tags (Super Admins Only)
- Go to the Settings tab in the MeBeBot portal. Here you can view your current tags.
- To add a new tag, select Add, enter the tag name, and select Save.
- To change a tag, select Edit (pencil icon on far right). From there you can rename it and select Save, or delete it.
? Pro Tip: We do not recommend naming tags after a specific person. Tags work best when they describe categories, roles, or time periods, like the questions you review each quarter.
Step 2: Assign Tags to Questions
Once your tags exist, you can start adding questions to them.
- Go to the Question tab.
- Enter a keyword to search for the questions you want to tag.
- Select the Plus icon on a question, then choose the tag you want to add.
You can add more than one tag to the same question, so a single answer can live in several groupings at once.
Step 3: Search Using Your Tags
Now you can use your tags to search more effectively.
- In the search bar, go to Category or Tags.
- Type or select the tag you want from the dropdown.
- You will see the questions mapped to that tag.
? Tip: Tags are only as useful as they are consistent. A short, shared naming convention across your admin team keeps search clean as your content grows.
