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Tags Attach / Detach
What are Tags in Live Chat?
Tags are labels used in live chat systems to organize, categorize, and manage conversations and visitors more efficiently. From a support perspective, tags help agents quickly understand the context of a chat, identify user needs, and prioritize or group conversations based on specific topics, issues, or statuses.
Tag Features Overview
The system provides full tag management capabilities, including:
Creating tags
Editing tags
Changing tag colors
Archiving tags
Creating tag types
Exporting tags
Assigning tags to visitors and chats
Creating Tags
Users can create new tags to classify chats or visitors.
Steps:
Navigate to the Tags section.
Click on “Add Tag”.
Enter the tag name.
Select a color for the tag.
(Optional) Assign a tag type.
Save the tag.
Archiving Tags
Tags that are no longer in use can be archived instead of deleted.
Key points:
Archived tags are not visible in active use.
They remain in the system for historical data.
They can be restored if needed.
Steps:
Select the tag.
Click “Archive”.
Exporting Tags
The system allows exporting tags for reporting or external use.
Export includes:
Tag name
Color
Type
Status (active/archived)
Steps:
Go to the Tags section.
Click “Export”.
Download the file.
Assigning Tags
Tags can be attached to both visitors and chats.
Benefits of Using Tags
Faster chat categorization
Improved team collaboration
Better filtering and reporting
Increased support efficiency
Tags are a simple but powerful tool that significantly improves workflow and organization within live chat support systems.
