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what are conversation tags

Conversation tags are a convenient tagging tool that we provide for you. When you need to quickly tag a conversation (whether it is open or closed) for classification, you can use conversation tags to quickly implement the tagging operation. Conversation tags support custom text and color, which allows you to manage the session freely.

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How to use conversation tags

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For open conversations

You can add conversation tags to a conversation by clicking the Add Conversation Tag button above the conversation display area. We support selecting and adding from the existing tag list, or adding tags with custom text.
Inbox conversation with the conversation tag picker open.

Select a conversation tag from the picker or open Manage tags.

If you want to delete a specific conversation tag, just place your mouse over the tag and click the delete symbol that appears to the right of the tag to delete the corresponding tag.
Inbox conversation with a conversation tag applied above the chat area.

The selected conversation tag appears above the conversation.

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For closed conversations

Click Tags below the closed conversation to select an existing tag or create a new one.
Closed demo conversation with the Tags picker open.

Use Tags below the closed conversation to select or create a conversation tag.

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How to manage the conversation tags

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The acess to manage

Users with the Admin and Inbox manager roles can access the conversation tags management page.

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The entrance to manage

When you add conversation tags in the conversation display area, click the Manage Tags button at the bottom of the list to enter the conversation tag management page.
Full Inbox showing Manage tags at the bottom of the tag picker.

Select Manage tags from the conversation tag picker to open its settings.

Or, go to Settings > Inbox > Conversation tags.
Full Settings Inbox Conversation tags page.

Open Settings > Inbox > Conversation tags to manage your tags.

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Manage conversation tags

  1. Click the Add Conversation Tag button to add a custom tag, which supports custom tag text and color.
  2. The search bar allows you to filter tags by tag name and tag creation time.
  3. Click the Edit button to edit the corresponding tag.
  4. Click the Delete button to delete the corresponding tag. Please note that the tags already marked in conversations will also be deleted after deletion. Please operate with caution.
Conversation tag settings with the row edit icon and Delete menu.

Edit a tag with the pencil icon, or open the row menu to find Delete.

Full Conversation Tags settings page behind the creation form.

Select Add Conversation Tag, then enter a name and choose a color.