Opportunity tags can be found on an opportunity under Report on the Overview page, below the Key Roles section.

By default, Opportunity Tags start with two tag types:

• 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 have fun names.
  • Examples: JSA, site-backend, Gandalf

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Tag Names

It's possible that your organization uses Technologies and Services to mean something specifically different, or is inclined to interpret those words differently. If that is the case, then define these two categories in whatever way will be the easiest for those within the culture of your organization to understand and adopt.

Create and Add Tags

Anyone in your organization can create new tags or add existing ones.

Create a Tag

1. Click + or Add tag(s) in the Opportunity Tags section.
2. Select the tag type you would like to add your new tag value to.
3. Click into the search bar and begin typing the name for your new tag. If the tag does not exist, you’ll see a Create tag [tag name] item appear in the dropdown, as seen in the gif below.
4. Click Create 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 “Consul” and “Lodash”.

Add an Existing Tag

1. Click + or Add tag(s) in the Opportunity Tags section. This will show you a list of tags types to choose from.
2. Select the tag from the dropdown list. In the example below, selecting AWS will show related opportunities that mention AWS.

Adding the AWS tag will update the Related Opportunities list with other opportunities also tagged with AWS.

Remove and Delete Tags

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

Remove a Tag

1. Click the X on the tag you want to remove from the applied Opportunity Tags.

2. Let the list of opportunities refresh with the new parameters. You’ll see a ✅ icon when this is complete.

Delete a Tag

1. Click + or Add tag(s) in the Opportunity Tags section.
2. Select the tag type you would like to delete your tag value from. Search for your tag name using the search bar in the top left of the drop down.
   1. Note: ❗️If the tag you wish to delete is applied to the opportunity you are viewing it will not appear in the selectable tag list. You must remove it first and then delete it.
3. Hover over the tag name and click the icon. This will open a confirmation popup.
4. Enter the name for the tag you want to remove in the prompt, and click Remove.

Auto-Tagging

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. Jeli can automatically apply tags, or you can apply them manually.

• Auto-tagging: The tags that Jeli automatically applies will have sparkles (i.e., ✨). Jeli applies opportunity tags as they are matched with message contents, and it does not weight them 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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Case Sensitivity and Special Characters

The search Jeli uses to match tags with messages is not case sensitive. It is fuzzy when it comes to periods, dashes, and underscores, but not at 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.

Toggle Auto-Tagging On and Off

Jeli can automatically apply tags, or you can manually do so, too. You can determine which Opportunity Tag Types get automatically auto-tagged by Jeli by using the toggle on/off button as shown below:

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Tip

If you toggle off auto-tagging for an Opportunity Tag Type, you will still be able to manually tag opportunities with that tag type.

Recommendations

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.

We also recommend avoiding common words used frequently in response conversations. Such as time or update.

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Opportunity Tag Parameters

Opportunity tags have following restrictions:

• 3–24 characters long
• May contain only alphanumeric characters, periods ., dashes -, underscores _, slashes /, and spaces .
• Not case sensitive

Manage Opportunity Tag Types

Opportunity Tags are managed at the opportunity level, and you can manage tag types in the Jeli web app under Settings.

Create a New Opportunity Tag Type

To create new opportunity tag types (e.g., “Technology” or “Service”), and to control which tag types get auto-tagged on Jeli opportunities, navigate to Settings Opportunity Tag Type.

Opportunity tag types are the broader categories to help organize your opportunity tags. Some examples are:

• Services
• Technology
• Teams
• Vendors
• Severity
• Impact

Opportunity tags are the subcategories that are applied at the opportunity level. Opportunity tags can look like the following:

• Technology (category)
• Slack (subcategory)
• PagerDuty (subcategory)