System Role: Standard User
Team Role: Contributor
Classification Auto-Tagging reduces manual effort during email processing, ensuring consistent metadata application, and improving the clarity and structure of Stakeholder communication records.
Designed for Users who manage high volumes of email correspondence, this feature automates classification tasks, enhancing both speed and data quality during Event creation.
Classification Auto-Tagging
The Auto-Tag feature helps you quickly and consistently classify emails by automatically applying tags based on keywords found in the email body.
How to Use Auto-Tagging When Processing Emails
- Select the email you want to process from your Email Inbox.
- Locate and click the 'Auto-Tag' button above the Issues / Topics field.
- Wait a few seconds while the tags are being generated. Consultation Manager will scan the email body for keywords and match them to configured classifications.
⚠️ Do not navigate away from the page during this step. - Once the tags appear, review them to ensure they are relevant.
- Manually adjust if needed. You can edit, add, or remove any tags before processing the email.
If your system is set to Auto-Tag by default, Step 2 and 3 will happen automatically. This setting can be changed by your Enterprise Administrator.
Please note: This is a paid feature, please contact your Customer Success Manager for more information
Last Modified: 6/01/2026