Tags can be used to filter knowledge base content. This is especially useful for organizations with multiple products, regions, or customer types, where answers may differ based on attributes.
Configuring Tags to be Used for Questionnaires
- Create your tags in account settings and apply tags to resources and the answer library.
- From the Customer Trust Settings page select Organize tags by section.
- In the Use for questionnaires field, select the relevant tag categories.
Using Tags for Completing Questionnaires
- From the Questionnaires tab, select +Add questionnaire.
- Complete the questionnaire details.
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When adding a questionnaire, select the relevant tags in each category (only information from the knowledge base with the selected tags will be used for the answering process).
- For example, if I am completing a questionnaire for a CRM product in the EMEA region, I would select the CRM tag from the Product field and the EMEA tag from the Region field.
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Helpful tips:
- Go to the knowledge base and filter by the same tags to see what resources and past answers Vanta AI will use to answer this questionnaire.
- Select Include answers and resources that do not have a {category} tag to include any items from the knowledge base that are not tagged in a specific category. Use this option to include any applicable items across all tag categories.
- Continue with the rest of the process to complete a questionnaire (Learn more about completing spreadsheet questionnaires).
- When the questionnaire is marked as complete, all imported questions and answers will be added to the answers pending import list with tags applied when creating this questionnaire.
Using Tags in the Browser Extension
- Open the browser extension.
- Select the product in scope for the questionnaire.
- Continue using the browser extension to answer questions. (Learn more about the browser extension)
- Only information from the knowledge base with the selected tags will be used to answer questions.
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