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Use tags

Create and manage tags for chat conversations to enable your agents to easily categorize chats and quickly identify top pain points. This feature may not be available with your plan.
  1. Sign in to the desktop or web app.
  2. From left navigation, select Inbox. Then select a chat to engage with.
  3. Select the tag icon within the message box to add, show or hide tags.
    Note: Contact Center admins have the ability to manage tags for their agents. To manage tags, navigate to Contact Center > General settings, select Tag management.
  4. To add a new tag, select + Add tag, enter the tag name, and then select Checkmark icon.
  5. To edit an existing tag, select the pencil icon next to the entry you want to edit, make the change, and then select Checkmark icon.
  6. To enable or disable a tag, turn that specific entry on/off under Active.
What to do next: Let your agents know how to add tags to their chat conversations.
Related Articles:
  • Use the inbox
  • Send text and chat messages
  • Supported file types for MMS
  • Create a team chat
  • Manually opt out a contact from SMS messages
  • Manage conversations in the inbox
  • Create and use pre-written messages in the inbox
  • Create a text campaign
  • Use templates for your text campaigns
  • Take chats in the inbox
  • Send an outbound WhatsApp message
  • Use WhatsApp templates for outbound messages

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