Estimated reading time: 4 minutes

Overview

As your AskElephant workspace grows with calls, meetings, and documents, staying organized becomes essential. Two simple tools1Groups and Tags1help you keep everything in order so you can find what you need when you need it.

Think of Groups as your team directories and Tags as your filing system. Together, they make your workspace searchable, manageable, and tailored to how your business works.

Key Terms

Groups: Collections of team members organized by department or function.

Tags: Labels applied to meetings and documents based on their subject matter or purpose.

Workflows: Automated actions that can run on specific groups.

Auto-tagging: An AI feature that automatically applies tags to meetings based on descriptions you define.

Why Groups and Tags Matter

Without organization, finding a specific conversation or insight becomes difficult as your workspace fills up. Groups and Tags solve this by letting you:

• Find information faster: Filter engagements by team or topic instead of scrolling endlessly
• Run targeted workflows: Automate actions for specific teams without affecting others
• Keep your team aligned: Make sure the right information reaches the right people
• Work your way: Customize Groups and Tags to match your business structure, not the other way around

Setting Up Groups

Groups help you organize the people in your workspace by team or department.

To create a Group:

1. Click your name in the AskElephant sidebar
2. Select Team
3. Click Groups at the top
4. Click New Group
5. Enter a group name and description
6. Select a manager for the group
7. Choose which team members to include
8. Save

Once created, your Group appears throughout the workspace. You can edit or remove Groups anytime from this same interface.

Example Groups you might create:

• Sales Team
• Customer Success Team
• Revenue Team
• Partner Team
• Customer Support Team

Setting Up Tags

Tags categorize your meetings and documents by topic or outcome, making them easy to search and filter.

To create a Tag:

1. Click your name in the AskElephant sidebar
2. Select Tags
3. Click New Tag
4. Enter a tag name and description
5. Decide if you want Auto-tagging enabled (toggle on or off)
6. Save

What is Auto-tagging? When enabled, AskElephant's AI reads your tag description and automatically applies the tag to relevant meetings. This means you don't have to manually tag everything1the system works for you.

Example Tags you might create:

• Demo
• Prospect
• Onboarding
• Follow-up
• External
• Internal

Using Groups and Tags to Search

Once your Groups and Tags are set up, use them to find exactly what you're looking for.

To filter by Group or Tag:

1. Go to the Search tab
2. Click Filters
3. Scroll down to Groups or Tags
4. Select the ones you want to view
5. Your results filter instantly

For example: Need all demos from last month? Filter by the "Demo" tag. Want to see everything your Customer Success team is working on? Filter by the "Customer Success Team" group.

Next Steps

Start by identifying the teams and topics that matter most to your business. Create a few Groups for your main departments and a handful of Tags for the types of conversations you want to track. You can always add more as your needs evolve.

Need Additional Help?

If you have questions or need further assistance, the AskElephant support team is here to help!

You can reach our support team in several ways:

• click the chat button in the bottom right corner of your screen,
• email us at support@askelephant.ai
• or use @askelephant support in your dedicated Slack channel.

We're committed to getting you the answers you need as quickly as possible.