Adding Tags to Infobase Entries
You can add tags any time you are creating a new Infobase entry or editing an existing one by clicking on Add tags in the sidebar.
Add a new tag by typing the name in the search box and clicking on Create [#tagname].
Using Infobase Tags in Chat and Workflows
You can use Infobase tags in Chat and Workflows the same way you use any other Infobase entries.
Start by typing the #
character in the prompt followed by the name of the Infobase entry or tag you want to use.
When you use an Infobase tag (e.g. #chat in the screenshot above), it will search Infobase for any entries with that tag, find the most relevant snippets, and return that context to the AI.