How do I manage tags?
Create and manage tags for chat conversations to enable your agents to easily categorize chats and quickly identify top pain points. Available for Complete only.
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 our GoTo desktop/ web app.
- From , select Tag management.
- To add a new tag:
- Select + Add tag.
- Enter a name.
- Click
when complete.
- To edit an existing tag:
- Click
next to the entry you want to edit. - Update the tag name.
- Click when complete.
- Click
- To enable or disable a tag, turn on/off that specific entry under Active.
What to do next: Let your agents know how to
add tags to their chat conversations.
