Tags in chat rooms

Tags are a way to quickly organize chats.
They help you segment conversations easily, for example: lead, payment, returning customer, etc.

How to create a tag

Before creating a tag, you need to create a tag category.
In Scenario Dialogs, go to Settings → Project → Tags.

Step 1. Click “Create category” → enter a name → “Save”
Step 2. Open the category → “Create tag” → specify a name and color → “Add”

You can rename or delete a category via the gear icon next to it.
❗️If you delete a category, all tags inside it will also be deleted.

How to assign a tag to a chat

There are two ways:

1. In the chat list: hover over a chat → click “+” → select a tag
2. In the customer profile: click “+ New tag” → select a tag

In both cases, you can choose an existing tag or create a new one within an existing category.
A single conversation can have one or multiple tags.

How to filter conversations by tag

In the chat list, click on a tag — it will show all chats with that tag.

How to remove a tag from a conversation

Open the customer profile → click “×” next to the tag.