Tags
Create unique identifiers for quick filtering of saved content.
Last updated
Create unique identifiers for quick filtering of saved content.
The number of assignable tags and groups per livechat, ticket, or person depends on the subscription plan. Requires the Manage/View tags and tag groups permission.
Tags are unique identifiers displayed as text pills that can be assigned to any person, conversation, or ticket. Tag groups are collections of tags for quick assignment of common combinations.
Go to Settings → Teamspace → Tags.
In the Tags tab, select an existing tag or select Create Tag.
Configure the options:
Colour
Text colour of the pill. A lighter shade is used for the background.
Name
The tag's display text.
Tag Groups
Groups this tag is assigned to.
Select Create or Save.
Select one or more tag checkboxes in the Tags table.
Select Delete Tag and confirm.
In the Groups tab, select an existing group or select Create Tag Group.
Configure the options:
Colour
Colour of the group.
Name
The group's title.
Tags
Tags assigned to this group.
Select Create or Save.
Select one or more group checkboxes in the Group table.
Select Delete Tag Group and confirm.
Both tabs share a menu for mandatory tagging rules:
Mandatory Tagging
Toggles whether tagging rules apply.
Minimum tags
Number of tags required to resolve a livechat or ticket (0 or more).
Sort tags by
A to Z or Z to A alphabetical sorting in all tag lists.
Select Save to apply.
In the options panel, scroll to the Tags accordion.
Select the add button and choose which tags or groups to apply.
The number inside a group's pill shows how many tags it contains (individual tag pills only appear when directly selected). A tag remains assigned until its pill and all associated groups are removed.
Select the person or conversation.
Scroll to the Tags accordion in the options panel.
Remove a tag by selecting its pill, or a group by selecting its trash icon, and confirm.
In Livechat, Tickets, or People dashboards, select the Tags filter in the header and choose tags to filter by.
For Inbox views, see Views & Layouts to add tags as a filter condition.
Last updated