Tags

This page contains all the information regarding the tags how you can easily create and manage tags.

Interactive Guide

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What are Tags in BotPenguin?

The Tags section in BotPenguin allows you to create and manage custom labels that help you organize and categorize conversations within the Inbox. Tags provide a flexible way to mark and track chats based on status, priority, customer type, support category, or any custom logic that suits your business workflows.

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Benefits of Tags:

• Better Chat Organization: Group conversations based on relevance or context to manage your inbox more efficiently.

• Quick Filtering: Instantly search and filter chats by tags for faster response and resolution.

• Custom Classification: Tailor tags to match your internal workflows, such as "High Priority", "Lead", "Issue", etc.

• Bulk Actions: Apply or delete multiple tags at once to save time on admin tasks.

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Guidance Video

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How To Create and Manage Tags in BotPenguin

1. Log into your BotPenguin Account.

2. From the left-hand sidebar, scroll down and click on “More”, then select “Settings” from the dropdown menu.

3. In the Settings interface, click on the second tab labeled “Tags”.

1. You’ll see a table listing all your existing tags. The table includes:

   1. A Select column to choose one or more tags

   2. The Tag Name column showing the tag label

   3. The Actions column, where you can click Edit or Delete

2. Click on the “Create Tag” button in the top-right corner. A modal will appear where you can:

   1. Enter the Tag Name

   2. Click “Create Tag” to save the new tag

   3. Or click “Discard” to cancel the action

1. Search Tags by Name: Use the search bar at the top to quickly find a tag by typing in its name.

2. Bulk Delete Tags: Use the checkboxes in the Select column to choose multiple tags. You can then delete all selected tags at once using the Select All option.

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FAQ's

Where can I find the Tags section in BotPenguin?

Go to More → Settings → Tags (second tab under Settings).

What are Tags used for in BotPenguin?

Tags help you label, organize, and filter chats within your Inbox for better visibility and task tracking.

Can I delete multiple tags at once?

Yes, use the checkboxes to select multiple tags and delete them in bulk using the Select All bar.

Is there a limit to how many tags I can create?

There’s no specified limit in the UI, but it’s recommended to keep tags manageable for better usability.

Can I edit an existing tag name?

Yes, under the Actions column, click Edit next to the tag you want to update.

Will deleting a tag remove it from chats it was applied to?

Yes, once a tag is deleted, it will no longer be associated with any past conversations.

If everything is correct and you are still unable to move forward, write to us at [email protected]. We will respond back within 48 business hours.