> For the complete documentation index, see [llms.txt](https://documentation.proto.cx/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://documentation.proto.cx/docs/settings/teamspaces/tags.md).

# Tags

{% hint style="info" %}
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.
{% endhint %}

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**.

***

## Configuration

{% tabs %}
{% tab title="Tags" %}

### Create or edit a tag

1. In the **Tags** tab, select an existing tag or select **Create Tag**.
2. Configure the options:

| Field          | Description                                                          |
| -------------- | -------------------------------------------------------------------- |
| **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.                                      |

3. Select **Create** or **Save**.

### Delete a tag

1. Select one or more tag checkboxes in the Tags table.
2. Select **Delete Tag** and confirm.
   {% endtab %}

{% tab title="Groups" %}

### Create or edit a tag group

1. In the **Groups** tab, select an existing group or select **Create Tag Group**.
2. Configure the options:

| Field      | Description                  |
| ---------- | ---------------------------- |
| **Colour** | Colour of the group.         |
| **Name**   | The group's title.           |
| **Tags**   | Tags assigned to this group. |

3. Select **Create** or **Save**.

### Delete a group

1. Select one or more group checkboxes in the Group table.
2. Select **Delete Tag Group** and confirm.
   {% endtab %}

{% tab title="Mandatory tagging" %}
Both tabs share a menu for mandatory tagging rules:

| Setting               | Description                                                          |
| --------------------- | -------------------------------------------------------------------- |
| **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.
{% endtab %}
{% endtabs %}

***

## Apply tags and groups

1. Select a person or conversation in the [**Inbox**](/docs/modules/inbox.md), [**Livechat**](/docs/modules/livechats.md), [**Tickets**](/docs/modules/tickets.md), or [**People**](/docs/modules/people.md) dashboards.
2. In the options panel, scroll to the **Tags** accordion.
3. 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.

***

## Remove tags and groups

1. Select the person or conversation.
2. Scroll to the **Tags** accordion in the options panel.
3. Remove a tag by selecting its pill, or a group by selecting its trash icon, and confirm.

***

## Filter with tags

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](/docs/modules/inbox/find-and-view-conversations.md) to add tags as a filter condition.