Tags

Tags Management

Tags are labels or keywords that can be attached to Tickets, Livechats and Customers. These help users easily classify and identify specific records, allowing for efficient organization, searchability, and segmentation within Proto. Permissions determine whether tags can be viewed or managed, including the ability to create, edit, or delete them.

Create a tag

  1. Click Create tag.

  2. Enter the name of tag. The tag can be further categorized if tag groups have been created.

  1. Click Create. The tag will then be added accordingly.

Edit a tag

  1. Locate the desired tag.

  2. Click on it to open the sidebar.

  3. Edit the fields: name, color, tag groups.

  4. Click "Save" button.

Delete a tag

  1. Find the tag in the table.

  2. Check the checkbox to select it.

  3. Click the "Delete tag" button.

  4. Confirm the deletion by clicking "Delete" button in the pop-up dialog.

Create a tag group

  1. Click Create tag group.

  2. Enter the name of tag group. Then select the tags you want to group.

  1. Click Create. The tag group will then be added accordingly.

Edit tag group

  1. Locate the desired tag group.

  2. Click on it to open the sidebar.

  3. Edit the fields: name, color, tags in group.

  4. Click "Save" button.

Delete tag group

  1. Find the tag group in the table.

  2. Check the checkbox to select it.

  3. Click the "Delete tag group" button.

  4. Confirm the deletion by clicking "Delete" button in the pop-up dialog.

Enforce tags for livechats and tickets

The Tags settings page also includes additional options such as:

  1. A toggle to enforce tags for live chats and tickets. It allows to set the required number of tags to change live chat or ticket status to Resolved. The default state is off.

  2. Sorting options for tags attached to tickets, live chats, or customers. The default state is alphabetical order ("A to Z").

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