Assign tags to your knowledge base documents

In this article, you'll learn how to assign tags to your knowledge base documents and find documents by tag:

• Assign a tag from the Tags column
• Assign a tag from a document's metadata
• Assign a tag to several documents at once
• Find documents by tag
• What happens next

---

Tags mark knowledge base pages so your agent knows which content to use and when. You assign them from the Documents tab on the Build page, where you manage your agent's knowledge base and settings.

---

Before you start

• Tags must be enabled for your account. (See 👉 Enable and use agents for your knowledge base
• You need an existing agent with pages in its knowledge base.

---

Steps

Assign a tag from the Tags column

1. On the agent whose documents you want to tag, click the three-dot menu and select Build.

2. On the Build page, select the Documents tab.

3. In the Tags column, click + Add next to the document.

4. In the Add tags pop-up, select an existing tag. The text box filters your existing tags as you type.

5. Click Done.

To create a tag:

1. In the Add tags pop-up, type a name for the tag in the text box.

2. Click Create & add.

3. Click Done.

---

Assign a tag from a document's Metadata

1. On the agent whose documents you want to label, click the three-dot menu and select Build.

2. On the Build page, select the Documents tab.

3. On the Documents tab, click the three-dot menu in the Actions column next to the document you want to tag.

4. Select Metadata.

5. In the pop-up, go to the Tags field.

6. Select a tag to assign it to the document. You can assign more than one tag to a document.

7. If the tag doesn't exist yet, type the tag name in the Tags field and click Add tag.

8. Enter the tag name and click Save Tag. The new tag is saved to your agent's tag library and assigned to the document at the same time. It will appear in the dropdown for all other documents going forward.

9. Click Save Changes

---

Assign a tag to several documents at once

1. On the Documents tab, select the checkbox next to each document you want to tag.

2. In the action bar, click Add tags to documents.

3. In the Add tags pop-up, select an existing tag.

4. To create a new tag instead, type a name for the tag in the text box and click Create & add.

5. Click Done.

---

Find documents by tag

1. On the Documents tab, open the Tag dropdown.

2. Select a tag.

The list shows only documents with that tag. This filter works together with the other filters on tRemove a tag from a documentRemove a tag from a documenthe page.

---

What happens next

Once documents are tagged, you can use those tags to control which pages your agent draws from when responding to users. See Enable and use tags for your agent for how to configure filtering in your deployment.

---

Related articles

• Enable and use tags for your agent
• Remove a tag from a document