Smart Tags

Automatically classify meetings using AI. Define custom tags with detection criteria, and IceCubes will evaluate every new meeting against them.

What Are Smart Tags?

Smart Tags let you define categories that matter to your team and have AI automatically classify each meeting. For example:

• Deal at Risk — Prospect expressed budget concerns or competitor interest
• Product Demo — Meeting included a live product walkthrough
• Executive Sponsor Present — A C-level or VP attended the call
• Pricing Negotiation — Discounts, contracts, or payment terms discussed

When insights are extracted (automatically or manually), the AI evaluates every enabled smart tag against the transcript and reports whether it matched, a confidence score, a short reason, and evidence quotes with timestamps.

How It Works

Creating a Smart Tag

1. Go to Settings from the sidebar
2. Scroll to the Smart Tags card (below Competitor Tracking)
3. Click Add Smart Tag
4. Fill in the details:
   • Name — A short label (up to 40 characters)
   • Color — Pick a color to distinguish it visually
   • Template (optional) — Start from a pre-built template like “Deal at Risk” or “Product Demo”
   • Detection Criteria — Describe what makes a meeting match. Example: “Meeting where the prospect expresses budget concerns, mentions going with a competitor, or shows signs of losing interest”
   • Keywords (optional) — Add keywords that help the AI focus, like “at risk”, “budget cut”, “competitor”
5. Click Create

Available Templates

Viewing Smart Tag Results

Meeting Detail Page

Matched smart tags appear as badges in the meeting header (next to regular tags) with a sparkle icon. In the Insights tab, a dedicated Smart Tags section shows:

• Whether the tag matched and the confidence percentage
• A one-sentence AI explanation of why it matched (or didn’t)
• Up to 3 evidence quotes from the transcript with clickable timestamps

Meeting List

Use the Smart Tags filter button (sparkle icon) in the meeting list to filter by matched smart tags. This lets you quickly find, for example, all meetings tagged as “Deal at Risk”.

Testing a Smart Tag

Before relying on a smart tag for all future meetings, you can test it:

1. In Settings, expand the smart tag you want to test
2. Click the Test (flask icon) button
3. Enter a meeting ID from an existing meeting
4. Click Run Test to see the result immediately

Testing uses a single AI credit and runs against the selected meeting in real time using gpt-4o-mini.

Providing Feedback

On each smart tag result in the Insights tab, you’ll see thumbs up / thumbs down buttons. Use these to flag incorrect classifications. This feedback is stored and helps admins refine tag criteria over time.

Managing Smart Tags

Editing

Admins can edit a tag’s name, color, criteria, and keywords at any time. When the detection criteria or keywords change, the tag’s version number increments. Existing results on older meetings are preserved but marked as potentially outdated.

Disabling

Toggle a smart tag off to stop it from being evaluated on future meetings. Existing results stay visible. Re-enable it at any time.

Deleting

Deleting a smart tag removes the definition. Existing results on meetings are harmless — they simply won’t render since the tag definition no longer exists.

Limits