I recently watched a coffee chat where the hosts discussed the effective use of tags to optimize Auto Respond and organize the library. They recommended aligning tags with the categories in RFP efforts, such as Company Overview, Security Assistance Services, and so on. Currently, my organization uses tags to categorize entries based on the services we provide. This aids users in identifying whom to approach for additional information. For instance, if an entry is tagged with "OPS," they would know to reach out to the VP of our Operations Center.
While I grasp the benefit of aligning tags with RFP sections for a more streamlined auto response, I believe that the tags, in their current form, are more useful to the entire organization.
My question is: How does your organization utilize tags? Do you customize them primarily to streamline the auto response process, or do you prioritize ease of use for users who may have a more limited understanding of the Responsive platform? One solution could be incorporating additional tags that correspond to common RFP sections, so each entry would carry one tag related to the services we provide, along with another tag for optimizing auto responses. Has anyone gone through this process and discovered an effective method?
