Tags
Create, rename, and delete tags for customer and conversation grouping.
Tags help classify records quickly without creating new attribute schemas.
In the app: Dashboard → Settings → Tags
The tags page shows all current tag labels, with quick filtering and one-click edit/delete actions.
Use this modal to add a new reusable tag name for contacts and conversations.
The edit flow updates existing tag names while keeping the same tag entity.
Deleting a tag opens a confirmation step to avoid accidental data cleanup.
Operations
| Action | Result |
|---|---|
| Create Tag | Adds a new reusable label |
| Edit Tag | Renames an existing label |
| Delete Tag | Permanently removes the label |
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