How Opportunity Tags work

How Opportunity Tags work

Opportunity tags can be found on an opportunity under Report on the Overview page, below the Executive Summary.

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Opportunity tags are sorted into two groups: Technologies and Services. We define them as:

Technologies - shared between companies. Think code languages, data center or cloud provider regions, and technology you’re using from vendors.

  • Examples: Python, US-East-1, Consul

Services - created within your company. Think of all the things managed by teams and named by them, they’re likely acronyms, named after the product they support, or something fun/silly.

  • Examples: JSA, site-backend, Gandalf
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If your org uses Technologies and Services to mean something specifically different, or is inclined to interpret those words differently, define these two categories in whatever way will be the easiest for those within the culture of your organization to understand and adopt.

Managing Opportunity Tags

Adding and Creating tags

Anyone in your organization can add existing tags or create a new tag in Jeli.

To create a new tag:

  1. Click on the + Add button next to Technologies or Services. If the tag does not exist, you’ll see a Create tag tag name appear in the drop down, as seen in the image below.
  2. Click Create tag to apply the new tag in Jeli 🎉 

Once you add tags to Jeli, this will allow Jeli to search across your opportunities for mention of the new tag. In the example below, Jeli will search across your opportunities for mention of “Grafana”.

This image shows an empty state that you can add tags to relate opportunities in Jeli.
This image shows an empty state that you can add tags to relate opportunities in Jeli.
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To add an existing tag:

  1. Click on the + Add button next to Technologies or Services. This will show you a list of tags to choose from.
  2. Select the tag from the drop-down list. In the example below, selecting AWS will show related opportunities that mention AWS.
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Removing and Deleting tags

Anyone in your organization can removing tags from Opportunities, or deleting tags. For deleting tags, we’ve put extra prompts in place to make sure this is something you want to do.

To remove a tag:

  1. Click the X on the tag you want to remove from Technologies or Services, as you see Consul X in the image below.
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  3. Let the list of opportunities refresh with the new parameters. You’ll see a green ✅  when this is complete.
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To delete a tag:

  1. Click the + Add button so the drop-down list of tags appears.
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  3. Click the 3 dots > Delete
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  5. Enter the name for the tag you want to remove in the prompt, and click Remove
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Understanding Auto-tagging & Tag Creation Advice

Once a tag is created, Jeli will automatically search through all the Slack messages across all of your Jeli opportunities, and match tags to message contents. Tags can be applied automatically by Jeli, or manually by you.

Auto-tagging: The tags applied to your opportunity automatically by Jeli will have sparkles ✨ and a rainbow outline. Opportunity tags are applied as they are matched with message contents, and are not weighted in any way based on how they’re displayed.

Manual tagging: Manually add tags by clicking “+ Add” and typing in the tag you’d like to include in the query.

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The search Jeli uses to match tags with messages is not case sensitive, and is fuzzy when it comes to periods, dashes, and underscores, but at not spaces between words. For example: a tag of Node.js will auto-tag an opportunity in the instance someone typed Node-js but not when they type Node js. A tag of Elasticsearch will not auto-tag an opportunity mentioning Elastic search and vice versa.

We recommend choosing your tag’s phrasing based off what is frequently used in your organization, and then check a few incidents you’d expect to be automatically tagged with that service or technology. If the opportunity tag you expect is not applied, check to see how the service was phrased in the Slack messages across those incidents.

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Opportunity Tag Parameters:
  • 3 - 24 characters long
  • Contains only alphanumeric characters, periods ., dashes -, underscores _, slashes / and spaces .
  • Not case sensitive
  • We recommend avoiding common words used frequently in response conversations. Such as time or update.

To learn more about related opportunities and how they work, check out our article How to use related opportunities in Jeli.