How to add a tag to a conversation
Agents and Workspace owners can add tags to a conversation to categorise it as a common issue.
Step-by-step interactive guide:
Follow this link for a step-by-step interactive guide on how to use our system.
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Adding tags to a conversation
To add one or more tags to a conversation:
- Navigate to the conversation you intend to tag
- In the top right corner, Click on + Add tags
- Type to search for a tag
- Select the tag text to assign it
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Tip: You can assign multiple tags at once by clicking on the checkbox of the tag. This will keep the tags menu open so that you can apply many tags at once.
Removing tags from a conversation
To remove a tag from a conversation just click on the tags that have been applied to bring up the tag list again and just uncheck the tags you wish to remove.
Managing tags
Workspace owners also have additional permissions to create, edit and delete tags under workspace settings.
