How to create and use tags

Struggling to find important messages when you need them? Then tags are your go-to to keep contacts and information in your conversations organized and and easy to reach!

Whether you want to mark bug reports, feature requests, or a confusing process for customers, tagging makes sure you never lose track of important messages. We'll show you how to get tags set up from scratch, how to keep them organized using Views, how to automate your tags with workflows to save you time and keeping things consistent, and lastly, how to get detailed reports to see exactly how your tags are being used. 

The new age of customer service is AI-first.