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Annotation Tags

Use Tags on annotations for Interactions to monitor and manage emerging issues and trends in your conversations with stakeholders.

SiSta (Customer Success) avatar
Written by SiSta (Customer Success)
Updated this week

Using annotation tags provides you detailed insights by breaking down the data into smaller components, and capturing key statements or quotes your stakeholders make. This is really valuable when it comes to making informed decisions, and driving strategic outcomes.

To Tag Annotations:

  1. Highlight the text you want to annotate and click the little green "+" sign

  2. Existing tags and stakeholders will display as a drop-down list. Scroll through the list and select the relevant tags and stakeholders or Create New ones.

  3. Assign Sentiment from the drop-down menu

4. Select Save

5. You have now tagged your annotation! You can make detailed edits by clicking the relevant annotation on the right, remove tags quickly by press the X or delete the annotation entirely with the garbage can icon.

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