Create consistent labels so your team can find and report on related conversations.
- Open Settings → Tags and choose the group where applicable.
- Create a short, meaningful tag such as billing-question or delivery-follow-up.
- Apply the appropriate tag from a conversation’s tagging controls.
- If your team needs a reminder before closing chats, review the tag reminder setting.
- Filter archives by the tag and check Tags usage with the same period and scope.
¶ Check the result and solve problems
Agree on tag meanings before creating near-duplicates. A reminder helps agents review tags; follow the actual closure prompt shown by the workspace. Check existing workflows and filters before deleting a tag they reference.
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