Tags in Connect

Access Connect Settings

  • Log in to your Connect dashboard and navigate to the settings.

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Navigate to Chat Settings

  • Within the settings menu, find and click on "Chat Settings."
  • Under Chat Settings, select the "Tags" option.

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Add Tags

  • Click on "Add Tag."

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  • Give the tag a name in the provided field press enter.

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  • Click "Save" to create the tag.

Manage Tags

  • After saving, your tag will be added to the list of tags.

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  • You can edit the color of existing tags, or delete them as needed.

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Use Tags in Chat Section

  • In the chat section, click on "Filter."
  • You'll see the tags you've created listed there.

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  • Select a tag to filter conversations and identify records quickly and accurately based on the tags applied.
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