## How tags work

**Tags** allow you to add metadata to your decisioning workflows, introducing a category framework through the concept of **tag groups**. This enables users to create and categorize tags that can be applied at various stages of daily operations.

Tags address several key pain points, including:

- **Improved reviewer experience**: Tags reduce noise for reviewers by allowing them to select reason codes directly relevant to their case management, improving efficiency and decision-making.
- **Customized fraud typology organization**: Users can organize and manage reason codes that align with their fraud typologies, providing a more tailored and streamlined approach.
- **Enhanced backend communication**: Metadata related to backend communication is visible only within the workflow, reducing human error and ensuring greater accuracy.

## Create a tag group

To create a tag group, complete the steps below:

1. On the **Tags** page, select the Use Case that the new tag group will belong to.
2. Click **Create Group**.
3. Enter a name for the new tag group and optionally provide a description.
4. Configure the tag group's availability. Tags are available in the following contexts:
   - **Updating a case decision manually**: Tags are accessible in the single case view for decision-making.
   - **Editing a Workflow**: Tags can be used in the workflow editor and assigned through a tag step.
   - **Marking a case as fraud manually**: Tags are available when marking a case as fraud, which is useful for managing fraud typologies.
5. Click **Save** to create the tag group.

## Create a tag

Within a tag group, you can create new tags by completing the steps below:

1. Click **New Tag**.
2. Enter a name for the new tag, and elect a color.
3. Optionally provide a description.
4. Click **Create Tag**.

Updated 3 months ago