Settings
Tags
Create and manage labels used to classify chats.
Tags are visual labels that help operators classify chats, clients, or support cases.
Use tags for statuses, segments, objections, lead quality, traffic stages, or any other marker your team needs to filter and understand conversations quickly.
Tags Table
The Tags page shows all existing tags in a table.
| Column | Description |
|---|---|
| Name | The visible tag name shown to operators. |
| Key | The internal tag key used by the system and automations. |
| Color | The tag color in HEX format. |
| Actions | Edit or delete the tag. |
Create a Tag
- Open Settings.
- Go to Tags.
- Click Create Tag.
- Enter a clear tag name.
- Set the internal key.
- Choose a color.
- Save the tag.
Search and Pagination
Use the search field to find tags by name or key. Use the Per page control when the workspace has many tags.
Best Practices
- Use short tag names that are easy to scan in the inbox.
- Keep keys lowercase and predictable, for example
tag_depositortag_registration. - Use distinct colors for high-priority tags.
- Delete tags only when you are sure they are no longer used in active workflows.