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.
Before you begin: You must be
set up as a user and be assigned the
admin role. This can also be done from your
admin portal if you have access permissions.
- Sign in to the desktop or web app.
- From , select Tag management.
- To add a new tag, select + Add tag, enter the tag name, and then select
. - To edit an existing tag, select
next to the entry you want to edit, make the change, and then select . - 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.
