Projects and tags

Organize testimonials by campaign and topic.

• Project basics

  A project groups testimonials that belong together, such as one product, program, client or campaign. Each testimonial sits in one project or none. Here is how to create a project, fill it, change it and delete it.

• Multi-project workflow

  If you run several products, programs or clients, a default project and a few filters keep each testimonial in the right place. Everyone on your team sees every project, so this is about habits and views rather than access.

• AI tag mode per project

  Each project has an Auto-tag mode that decides how much freedom AI has with tags: create new ones, use your list, use the project's own list, or stay out of it. Compare the four modes, then set one.

• Tag basics

  Tags are labels you and AI attach to testimonials, so you can find and show the right ones later. A testimonial can have many tags. Here is how to create, apply, edit, combine and delete them.

• Tag categories

  Categories group related tags under headings on the Tags page, so a long list stays easy to scan. Type a category name on a tag and the group appears. Here is how to use them, with example structures to copy.

• AI auto-tagging

  AI reads each new testimonial and adds tags for you, so your library sorts itself as it grows. Here is when that happens, what you get, and how to ask for suggestions on a single testimonial.