SonnySonny
Sign inStart free trial
Back to docs

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.

  1. 1

    Select Create Tag.

  2. 2

    Enter a short Name that teammates will understand.

  3. 3

    Choose a Color that makes the label easy to recognize.

  4. 4

    Select Create Tag again to save it.

Create TagNameColor

Use a tag on a conversation

  1. Open the conversation in the Inbox.
  2. Expand Tags & Properties in the right sidebar.
  3. Under Tags, select Add tag and choose a label.
  4. To remove one, select the × beside that tag. The shared tag remains available elsewhere.

Use a tag on a contact

  1. Open Contacts and select the person.
  2. Find the Tags card.
  3. Select a tag, then select the + button.
  4. 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.

Related docs

Inbox

Understand statuses, priorities, assignment, snoozing, bulk actions, and keyboard shortcuts.

Contacts

Learn how contacts are created, managed, tagged, and merged in Sonny.