How Do I Use Tagging?

Introduction

To enrich the metadata of a conversation, tags can be used to label or categorise conversations. To do so, you can tag conversations manually from within the conversation, or have triggers automatically tag conversations based on their characteristics on arrival. this articles describes how to tag a conversation manually.

Tagging a conversation

1. Go to the conversation that you would like to tag
2. Find the 'Add tag' button in the top left corner of the conversation view

3. Click on the 'Add tag' button to show the tag categories and tags
4. Click on the tag category from which you would like a tag to be added

5. Now click on the tag you want to add to the conversation
6. Once clicked, the tag will be added to the conversation

Tip: multiple tags can be added to a single conversation.

learn more

to learn more about how to configure tags, please view:

• How do i configure tag categories and tags?
• how do i create and use an effective tag structute?
• how does automated tagging work?