What this article covers
- Explains how existing PatentSight+ tags can be used in Protégé to scope analyses to specific, curated sets of patent families.
- Shows how to add one or more tags to a Protégé conversation and correctly reference them in your prompt.
- Demonstrates how to combine tags with owners, filing dates, jurisdictions, technology classifications, and other tags to refine or compare datasets.
- Provides example prompts and answers common questions, including tag sharing, and what Protégé can and cannot do with tags.
Introduction to tags in Protégé
Crafting your prompt to combine tags and other filters
Prompt reference for the tags workflow
Introduction to tags in Protégé
Tags created in PatentSight+ can be used in Protégé as a filtering dimension. Whether you're flagging a set of competitors, marking out a strategic technology area, grouping families for a licensing or acquisition review, each of those is a judgement about what belongs together and what doesn't. That judgement took time, and it usually reflects how your organisation actually thinks about its portfolio.
Tags behave like any other filter. They narrow the patent families an analysis runs against; they do not change what kinds of analysis are available. Tag-filtered patent families work across counts, rankings, KPI summaries, trend analyses and portfolio metrics.
Tags in Protégé are for anyone whose team already maintains tags in PatentSight+ whether these tagged patent lists relate to portfolio definitions, competitor watchlists, strategic technology areas, or licensing pipelines, and anyone who needs an analysis scoped to a specific, agreed set of patents rather than one assembled from a description.
Tag management stays in PatentSight+. Protégé reads your existing tags and cannot currently create, edit, apply or delete them. This article covers how to incorporate tags into your Protégé analysis, how to phrase prompts that use tags, and where the limits sit.
Adding tags to a conversation
Tags are added to a conversation through a menu in the prompt bar. Once added, they are attached to the conversation and you can refer to them by name in your prompt.
How to use it
1. Open the menu.
In the prompt bar, select the + icon, or type a forward slash (/). Both open the same menu. Under PatentSight+, select 'Tag'.
2. Find the tags you need.
The 'Add Tag' window lists the tags available to you, with the number of patent families in each tag shown alongside its name. Use the Search box to filter if you have a long list. Tags that colleagues have shared with you appear here alongside your own. This is the same view of Tags, as in PatentSight+.
Note: The count of patent families below includes both active and inactive patent families.
3. Select one or more tags.
Tick each tag you want to include and select 'Add'. Note that if your tags sit within a folder, you can also select that folder to select all of the tags within it for your analysis.
The 'Add Tag' window, showing tag names with active and inactive patent counts.
The selected tags are then attached to the conversation, where you can then craft your prompt.
Note: You must select tags to be added to the prompt field, before you can use them. Typing a tag name into the prompt on its own will not scope the analysis. Always add the tag via the + menu shown on the left of the prompt bar, or by typing / to the prompt field, then reference it in what you write.
Crafting your prompt to combine tags and other filters
4. Once the tags have been added to the prompt bar, describe the rest of the scope in the prompt as you normally would.
Protégé builds a search from the prompt, and compares this to the tagged portfolio whether that is an owner portfolio or a technology, or any tagged list of patent families you maintain in Patentsight+.
In the example below, the prompt references the owner's portfolio (my portfolio/ our strength and weaknesses), then compares the result against a tagged portfolio - "Tesla portfolio tag". Similarly, your prompt could reference a technology, and compare this against a tagged list of patent families of a technology area:
Protégé then summarizes the findings. It explains what the charts or tables show, highlights key insights, and suggests possible next steps. The user can continue the conversation by asking follow-up questions.
Note: Once a tag has been added to the conversation, Protégé remembers it. You don't need to add it again in every prompt. Add it once, and you can refer back to it for the rest of the conversation, whether that's a follow-up question, a comparison, or a refined search.
Another common search is to combine Tags with the filters you would normally apply in a prompt. Tags combine with filters such as:
- Owners — to compare a tagged set against named competitors,
- Filing Dates — to look at activity within a tagged set over a period,
- Jurisdictions — to see where a tagged portfolio is protected,
- Technology Classifications — to cut a tagged set by IPC or CPC,
- Other tags — to compare or intersect two curated sets.
Filters are not limited to the examples listed above. This is simply as an example of the types of filters you may want to add to your prompt. For a full list of search topics that can be included to your Protégé prompt, please reach out to the team here.
Here are some example prompts by use case, that combine some of the aforementioned filters:
Prompt reference for the tags workflow
| Goal | Example prompt |
| Competitive benchmark | "Analyse my '[Tag Name]' tag against our top five competitors. Where do we lead and where are we exposed?" |
| Compare two tags | "What is the technology overlap between my '[Tag A]' tag and my '[Tag B]' tag?" |
| Enrich a tag | "Based on my '[Competitor Watchlist]' tag, which other companies should I be tracking based on filing trends in the last three years?" |
| Licensing fit | "Which companies in my '[Licensing Targets]' tag have the strongest portfolio fit with our own patents?" |
| Gap analysis | "Where are the technology gaps in my '[Core Portfolio]' tag relative to the top competitors in [technology area]?" |
| Trend within a tag | "How have filings inside my '[Core Portfolio]' tag changed over the last ten years, by jurisdiction?" |
| Executive summary | "Summarise the strategic significance of my '[Tag Name]' tag for a board presentation." |
FAQs
Can I just type a tag name in my prompt?
No. Tags have to be added through the '+' or / menu. A tag name typed on its own is treated as ordinary keywords, so the analysis will not be scoped to the tag.
Can Protégé change my tags?
No. Protégé currently reads your PatentSight+ tags and cannot create, edit, apply or delete them. Nothing you do in a Protégé conversation changes your tags in PatentSight+.
Can I use a colleague's tag?
Yes if they have already been shared with you in PatentSight+. Tags shared with you appear in the 'Add Tag' window grouped under their owner, so you can scope an analysis to a colleague's tag as well as your own.
Can I select more than one tag?
Yes. Tick as many tags as you need. You can add any you have access to, individually or by selecting a parent folder to pull in everything beneath it. Add them to the prompt bar, then reference them in your prompt to say how you want them to be used as part of your analysis.
Can I use a saved search or a custom field instead?
Not yet. Tags are currently the only PatentSight+ personalisation Protégé can use to scope a conversation. A portfolio definition that lives in a saved search will need to be tagged before Protégé can use it.
Summary
A tag usually represents a decision that took time to make whether that's a competitor patent list, a strategic technology area, a licensing shortlist. Selecting the tag and running your prompt means the analysis runs on the tagged list of patents you or your team agreed on. It also keeps organisational definitions intact. If a tag deliberately excludes a legacy product line, every analysis scoped to that tag excludes it too, without you needing to remember to say so.
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