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    • Introduction
    • Quick Start (15 min)
    • Account Setup
    • Your First Conversation
    • Installation
    • Customization
    • Appearance (35+ options)
    • Portal (News, Roadmap, Help)
    • Screen Recording
    • Proactive Messages
    • Advanced Configuration
    • Overview
    • Import from URL
    • Import from Text
    • Import from Files
    • Managing Chunks
    • Testing Your Knowledge Base
    • How the AI Works
    • Confidence Scoring
    • Custom Instructions
    • Tone Settings
    • Limitations
    • Conversations
    • Assigning Tickets
    • Canned Responses
    • Tags
    • Internal Notes
    • SLA (Response Time)
    • Customer Profiles
    • Insights & Analytics
    • Export Data
    • Inviting Members
    • Roles & Permissions
    • Managing Your Team
    • News & Changelogs
    • Public Roadmap
    • Help Center
    • FAQ Widget
    • Webhooks (Overview)
    • Slack
    • Discord
    • Zapier / Make / n8n
    • Email (AWS SES)
    • Shopify (Coming Soon)
    • Plans & Pricing
    • Upgrading & Downgrading
    • Invoices
    • Cancellation
  • API Reference
    • Data Privacy
    • GDPR Compliance
    • Allowed Domains
    • File Storage Security
  • Changelog

On this page

  • Auto-Tagging
  • Manual Tags
  • Filtering
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Dashboard
Tags

Tags

Auto-Tagging

The AI assigns 1-3 tags per conversation: shipping, billing, technical, product, etc.

Manual Tags

In conversation detail → Tags section: click + to add, ✕ to remove.

Filtering

Use the Tags dropdown on the conversations list (multi-select).

Canned ResponsesInternal Notes

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