Building a Mini CRM with DUST: Seeking Tagging Strategies and Insights

Happy New Year everyone 🎊, I’m building a mini CRM using CODA. Currently, I have a single CODA “document” with common pages and a specific page for each prospect. Using DUST’s API (document upsert), this translates into a DUST data source (a folder) containing multiple documents. My challenge is to create a DUST assistant that allows users to limit the scope to a specific prospect. Is this achievable using DUST tags? Or would I need to set up a separate data source per prospect? More generally, do you have any insights or experiences to share about using tags effectively? Thanks in advance for your help!