SmartTag with ZekiAI

Smart Tags help you create meaningful customer tags automatically. Zeki AI, Dengage's built-in AI engine, analyzes your existing business and product data and suggests ready-to-use tags that Dengage later assigns to users based on their behavior, so you do not need to define every tag manually.

You can work with Smart Tags in three ways: use AI-suggested tags as they are, edit them to fit your needs, or create completely new tags from scratch.

In this guide:

• How Smart Tags work
• How to review and activate AI recommendations
• How to create and manage your own Smart Tags
• How to follow the processing status of your tags
• How to use Smart Tags in segmentation

What Is a Smart Tag?

A Smart Tag is a tag that Zeki AI generates for you. It combines product intelligence with customer behavior to help you understand and group your customers.

Smart Tags work in two phases:

1. Product analysis. Zeki AI analyzes your product catalog before any customer interaction takes place. It reads product names, descriptions, categories, and other available data, and assigns Smart Tags to your products. At this stage, Zeki AI has already organized your products into meaningful groups based on who they are most relevant for.
2. Customer matching. Once product-level tagging is complete, Zeki AI observes customer behavior, such as product views, add-to-cart actions, and purchases, and matches these interactions with the tagged products. It then groups customers under the relevant Smart Tags. A single customer can belong to multiple Smart Tags, depending on their behavior across different product types.

These tags help you understand your audience better and build more accurate segments for your campaigns.

What You Can Do with Smart Tags

With Smart Tags, you can:

• See AI-generated tag recommendations and activate them
• Edit recommended tags before you use them
• Create completely new Smart Tags on your own
• Follow each tag's processing status and see how many contacts it matches
• Edit or delete your existing Smart Tags
• Use Smart Tags as conditions when you build segments

How Smart Tag Processing Works

After you create or activate a Smart Tag, Dengage processes it automatically in the background. You do not need to trigger anything manually. Each tag moves through the stages below, and the Status column of the Smart Tag list shows its progress:

1. The tag waits in the queue (NotStarted).
2. Zeki AI updates the tag's product mappings (UpdatingMappings).
3. Zeki AI tags the relevant products (TaggingProducts).
4. The tag has processed all products and is ready (Done).

Processing time depends on the size of your product catalog and data. Accounts with very large catalogs can take up to a few hours.

The same cycle runs again when a tag changes. When you create or update a Smart Tag, Dengage reprocesses it automatically: the status moves to UpdatingMappings, then TaggingProducts, and returns to Done when all products are tagged.

An automated nightly job processes the tags that are defined as active and have the status Done, and matches them with the relevant users. This means:

• A Smart Tag does not match users instantly. Matching happens during the nightly run, after the tag reaches the Done status.
• The Contact Count of a tag fills in after the first nightly matching run and refreshes on later runs as user behavior changes.

Smart Tag Status Definitions

UpdatingMappings and TaggingProducts are informational statuses and do not block usage: you can still use the tag while Zeki AI tags its products in the background. Statuses update automatically as processing progress.

How to Access Smart Tags

To open your Smart Tags, go to Audience > Tags from the main menu. The Tags page has two tabs: List & Key Value and Smart Tag. Open the Smart Tag tab to view and manage your AI-supported tags.

The Smart Tag tab separates the tags you already use from the tags that Zeki AI suggests, so you can review recommendations safely before you decide to use them:

• The Actively Used section at the top lists the Smart Tags that are currently active in your account.
• The Recommended section below it lists the Smart Tags that Zeki AI suggests but that are not active yet.

Use the Search Smart Tag box to quickly find a tag by name.

Actively Used Smart Tags

The Actively Used section displays all Smart Tags that are active in your account. For each Smart Tag, the list shows:

Next to each tag, a three-dots menu offers two actions:

• Edit: Update the tag's description or values. You cannot change the Tag Name after you publish the tag. When you save your changes, Dengage reprocesses the tag automatically (see How Smart Tag Processing Works).
• Delete: Remove the tag if you no longer need it. If any segments use the tag, review them before you delete it.

Recommended Smart Tags

The Recommended section shows the tags that Zeki AI suggests based on your account's data and overall business structure. These tags are not active by default, so they have no effect until you choose to use them.

Each recommended tag comes with a suggested name, a description, and example values. Before you use a recommended tag:

1. Review the tag carefully to see whether it fits your business needs.
2. Edit the tag if you want to adjust it to your use case.
3. Click Edit and Use to activate the tag.

After activation, the tag moves to the Actively Used section, Dengage processes it automatically (see How Smart Tag Processing Works), and it becomes available across Dengage.

If this section shows No recommendations yet, Zeki AI has not generated suggestions for your account so far. Recommended Smart Tags appear here automatically when they become available. In the meantime, you can still create Smart Tags manually.

Creating a New Smart Tag

You can also create a Smart Tag manually if you want full control from the beginning:

1. On the Tags page, click the + New button.
2. In the Select a type dialog, choose Smart Tag.
3. Define the tag details and click Save.

Defining Smart Tag Details

When you create a Smart Tag, provide a few basic details. These fields keep the tag clear, usable, and consistent across your account.

Tag Name: Enter a name that is unique within your account and clearly describes what the tag represents, so other users can easily understand its purpose. You cannot change the Tag Name after you publish the tag.

Description: Explain the meaning of the tag in more detail. Briefly describe how or why you use the tag.

Tag Values: Smart Tags use a categorical structure, but the tag values are not predefined. Zeki AI analyzes your account's data and generates a list of recommended tag values dynamically. These recommendations vary by account because Zeki AI bases them on calculated insights. Review the suggested values and use the ones you need.

Define at least two tag values. The values represent the possible states or categories of the tag, such as different preferences or characteristics. For each value:

• Enter a label that users can easily recognize. The label supports up to 200 characters.
• Enter the value that the system stores.
• Optionally, add a description of up to 500 characters.

Click Add Tag to add more values.

After you complete all required fields, click Save. The Smart Tag becomes active and appears in the Actively Used section.

Using Smart Tags in Segmentation

After you create Smart Tags, you can use them to build audiences in segmentation:

1. Go to Audience > Segments and click New.
2. Choose Interactive as the segment type, then enter a segment name and description.
3. After you create the segment, click Add Inclusion Filter and select Smart Tag as the condition:

4. Save the segment to include the users who match the selected Smart Tag conditions.

FAQ

Why is the Contact Count of my tag 0?
The tag may not have finished processing yet (check that its status is Done), or the nightly matching job has not run since the tag reached the Done status. Contact Count fills in after the first nightly run following completion.

Why don't I see any recommended Smart Tags?
Recommendations are generated by Zeki AI from your account's data and appear automatically when available. Until then, you can create Smart Tags manually with the + New button.

Can a customer belong to more than one Smart Tag?
Yes. Customers are grouped under every Smart Tag that matches their behavior across different product types.

Can I change the Tag Name after publishing?
No. The Tag Name cannot be changed after the tag is published. If you need a different name, create a new Smart Tag and delete the old one.

How often are users matched with Smart Tags?
Matching runs once a day: active tags with the status Done are processed by an automated nightly job and matched with the relevant users.