How-to guide
Tags
Tags are shared, colored labels for organizing contacts and conversations. Use a small, consistent set so the same label means the same thing across your workspace.
Create a tag
Owners and admins can open Settings → Tags.
- 01
Select Create Tag.
- 02
Enter a short Name that teammates will understand.
- 03
Choose a Color that makes the label easy to recognize.
- 04
Select Create Tag again to save it.
Create TagNameColor
Use tags
Use a tag on a conversation
- Open the conversation in the Inbox.
- Expand Tags & Properties in the right sidebar.
- Under Tags, select Add tag and choose a label.
- To remove one, select the × beside that tag. The shared tag remains available elsewhere.
Use a tag on a contact
- Open Contacts and select the person.
- Find the Tags card.
- Select a tag, then select the + button.
- Select × on a contact's tag to remove it from that contact.
Useful tag examples
- VIP
- Mark important customers so teammates can recognize them in contacts, conversations, and the Live view.
- Feature Request
- Group conversations about product ideas, then filter the Inbox to review them together.
- Needs Follow-up
- Add a visible reminder without changing the conversation status or assignee.
Edit or delete a tag
In Settings → Tags, select the pencil beside a tag. The Edit Tag dialog lets you change its Name or Color; select Save Changes.
Select the trash icon and confirm Delete tag? with Delete. Deleting a shared tag removes it from every conversation and contact and cannot be undone.