Auto-tag clients
Bookmarks tag themselves against your accounts
When you save an article, Pith scores it against every client in your workspace using the entities it mentions, the domain it lives on, and how semantically close it is to that client's existing bookmarks. High-confidence matches are applied automatically; mid-confidence matches wait in a review queue you clear in seconds.
In short
Pith scores each bookmark against your client list and auto-tags high-confidence matches, so every client's knowledge stays organised without manual filing.
In the app: /clients/auto-tag-suggestions
What it gives you
Zero data entry
Save the article. Auto-tag fires after the summary is built. Most clean matches don't even need a click.
Explainable confidence
Every suggestion shows the entity, domain, and embedding signals that triggered it — never a black box.
Per-client tuning
Set a stricter threshold for common names (Apple, Meta) and a looser one for rare ones. Add aliases to catch how a client is actually written about.
How it works
- 1
Save a bookmark — the summarizer extracts entities and topics.
- 2
The auto-tag scorer runs against your client roster; high-confidence pairs become tags, mid-confidence become pending suggestions.
- 3
Open /clients/auto-tag-suggestions and confirm or dismiss the queue — bulk-confirm a whole client at once.
Other make sense features
FAQ
How does auto-tagging decide which client a bookmark belongs to?
Pith scores each bookmark against your client list via entity matches, domain affinity, and embedding similarity. High-confidence matches are assigned automatically.
What happens to uncertain matches?
Medium-confidence suggestions wait in a review queue you can clear in seconds with confirm/dismiss — and the agent learns from your dismissals.
Why does client tagging matter?
It scopes the wiki, search, briefings, and feeds to a single engagement, so each client's knowledge stays clean and instantly retrievable.
How fast is clearing the review queue?
Seconds — suggestions are grouped by client with confidence scores and one-click confirm/dismiss; confirm-all handles the obvious ones.
Can one bookmark belong to multiple clients?
Yes — a bookmark relevant to several engagements can carry multiple client tags and surfaces in each one's scope.
Try it for yourself.
14-day trial. No credit card. Auto-tag clients works on every plan.
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