Organizing conversations with tags

Tags are colored labels you create to categorize conversations and contacts, for example VIP, support request, or billing. This article shows how to create, apply, and manage them.

Create a tag

1. Go to Settings → Tags ("Manage Tags").
2. In "Create New Tag", enter a Tag Name (for example "VIP Customer").
3. Pick a color from the palette.
4. Click "Create Tag".

Apply tags to a conversation

In the chat header, click "+ Tag" to open the tag menu.

Search and check the tags you want, then click "Apply Tags". Applied tags appear as colored chips in the conversation and in the list.

You can also apply tags from the contact panel's "Tags" section, or by right-clicking a conversation in the list.

See tagged conversations

Tags appear on each conversation in the list. The list shows the first few tags, with a "+N" indicator when a conversation has more.

Edit or delete a tag

In Settings → Tags, use the edit and delete actions on any tag.

⚠️ Deleting a tag removes it from your tag list. Be sure you no longer need it, since this cannot be undone.

💡 Tags are shared across your organization, so the whole team uses the same set of labels.

Updated on: 26/06/2026