Mention Actions – User Controls
Take action on mentions by tagging, exporting, cleaning noise, or engaging with users.
Take action on mentions by visiting the source, tagging, adding to reports, replying, sending, deleting, or correcting sentiment.
Mention actions are available from individual mention cards in the Mentions tab and other result views.
Visit
Use Visit to open the original post, article, review, or source page in a new browser tab.
Use this when you need to:
- Verify the original context.
- Read replies or surrounding comments.
- Respond directly on the platform.
- Capture a source URL for escalation.
Add Tag
Use Add Tag to apply custom tags to a mention.
Common tags include:
- Complaint
- Praise
- Product issue
- Campaign name
- Priority
- Resolved
- Needs legal review
Tags help teams filter, report, and route mentions beyond automatic sentiment or topic detection.
Add To Report
Use Add to Report to include a mention as an example in exports.
This is useful for:
- Monthly summaries
- Campaign recaps
- Crisis updates
- Executive reports
- Evidence packs for support, PR, or product teams
Reply
Use Reply when the mention source supports replies and the required credentials are available.
Facebook and Instagram mentions can support in-app reply workflows. Where available, use Generate Responses to create AI reply suggestions, review the text, edit it, and then send the final response.
Send
Use Send to share or route a mention to a teammate or workflow destination, depending on the available configuration.
This is useful for:
- Assigning a support follow-up.
- Sending a high-risk mention to PR.
- Sharing a sales or campaign opportunity.
Message
Use Message where a mention workflow supports opening a conversation or message thread.
This can be useful when:
- A public reply is not the right response.
- The issue needs direct follow-up.
- The user or teammate should be contacted through a connected conversation channel.
Message availability depends on the source, connection, permissions, and workflow configuration.
Mark As Complete
Use Mark as complete when a mention or workflow item has been handled.
Examples:
- A support team replied.
- The issue was escalated.
- A mention was reviewed and does not require action.
- A teammate completed the assigned follow-up.
Marking a mention complete is a workflow state. If you also need the mention later for reporting, add a tag or add it to the report before completing it.
Delete
Use Delete when a mention should be removed from the current list and your permissions allow it.
Use this carefully for spam, duplicates, or irrelevant items. If you only need to classify the mention as noise, consider tagging or filtering first.
Set Sentiment
Click the sentiment badge to open the sentiment editor. Adjust the polarity slider and click Set.
Use sentiment edits when:
- Sarcasm was misclassified.
- A mixed post needs manual judgment.
- A high-impact mention needs accurate reporting.
Priority And Scam Review
Mentions can show Priority and Scam badges. Use these badges and filters to focus on urgent items, suspected fraud, or reputational risk.
Export Mentions
Use the Download menu for mention exports:
- Mentions CSV (Simplified) for quick analysis.
- Mentions CSV (Full Card Data) for complete mention-card metadata, including priority, scam, CTA, media, entities, intents, subtopics, and raw fields.