How to Create a Tag #
1. Go to CRM → Live Chat
2. Click Add Tag (top right)
3. Enter a clear Tag Name (e.g., Hot Lead, Follow-Up, Support)
4. Select a Color (predefined or custom hex code)
5. Preview the tag → Click Add
6. Click Save Changes
You can also edit or delete tags anytime to keep your workspace organized.
How to Apply a Tag to a Chat #
1. Open a conversation
2. Click the Three Dots (⋮)
3. Select Update Tags
4. Choose the required tag
5. Click Save Changes
The tag will now appear on that chat.
Additional Chat Actions #
From the same menu, you can:
- Mark chat as Done / Closed / Unread
- Pause Automation
- Archive Chat
- Transfer to another team member
Tags remain visible even after transfer, maintaining full context.