Agents can add tags to conversations to label and categorize them.
To add a tag:
- Go to Conversations > Workspace and open the conversation you wish to add a tag to.
- In the Conversation details extension, click the plus button
under the Tags heading.
- Select the tag you want to use. It is now added as a tag into the conversation and shown under the Tags heading:
To delete a tag:
- Go to Conversations > Workspace and open the conversation you wish to delete a tag from.
- Click the cross
in the tag badge to delete it.
See also:
Create tags
