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Guide

Reasons and tags

Reasons and tags are the lists you pick from when a deal ends, a rebook is decided, a quote runs above usual or an AI result is changed.

Updated 05-11-2026

Where they come from

Go to Settings › Taxonomies to see each list.

Platform entries come with the app and can’t be changed. Entries tagged Yours were added by your team while picking a reason.

Add one

Add a new reason or tag while you pick one, for example when marking a creator as lost.

Tidy the lists

The client owner and brand managers can deactivate an entry or merge it into another.

An entry that has been used is never deleted. Deactivated, it stops being offered, and records keep it. Merged, its records move to the other entry. A merge can’t be undone.

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Set-up has seven steps and takes about 15 minutes. Every step is optional, and you can stop and come back.

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Each person gets one or more roles on each brand. Roles decide what they can do. Each brand’s data is kept apart.

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Check what the AI suggests

The AI drafts, sorts and flags. A person reviews each flag before acting. The AI never moves a creator, sends a message or spends money.

Try it on your own creators.

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