How to tag conversations

If you want to learn how to tag conversations to improve your customer service, this article is for you

If you want to improve your conversations' workflow by organizing them with the tags, you can do it in your inbox.


What is a conversation tag?
A conversation tag is the conversation state. It identifies if the conversation is in progress, if someone is working on it, or it's a top priority one.

How to tag a conversation?

  • Go to your inbox

  • Select your conversation

  • Move all the way to the header of a conversation, and you will see the "No tag" element

  • Click on "No tag" and select the most suitable tag for you: 'In progress', 'Waiting', 'Priority'.

Once the tag was selected, you will see it was changed in the header


Discover more:

  • Check this article to learn how to filter your conversations by tags.

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