What tags are used for
- Organization: categorize conversations by status, process stage, or request type.
- Prioritization: quickly identify which conversations need the most urgent attention.
- History: tags remain linked to the contact even after the conversation is closed, preserving full traceability.
- Smart filtering: search and filter your conversation list based on the tags applied, making it easier to manage high volumes.
How to apply tags
Important notes
- You can apply multiple tags to the same conversation.
- Use the tag filter in the conversation list to view only the conversations with a specific tag.
- Before closing a conversation, review the tags applied and update them if the situation has changed.
- Tags remain attached to the contact after the conversation is closed, so the history is always preserved for future reference.
Tags are configured by your account administrator. If you need a new tag that does not exist yet, contact your manager or admin to have it created.