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How to create and use tags to keep track of important messages


Noor Saleh
Employee
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🤔 Imagine this: you're managing various customer interactions and need a way to keep track of messages that mention feature requests, bug reports, and other urgent issues so you can action them and easily find them later. Whether you’re dealing with a handful of inquiries or a high volume, tags can be your secret weapon!

By tagging messages, you can effortlessly mark and revisit important messages from your customers whenever you need. Plus, you can use tags to organize your contacts, making it easier to group and find specific contacts in your customer base.

Follow along this 3-minute video, where we’ll show you how to:

  • Set up tags from scratch and create new ones on-the-go.
  • Organize your conversations with tagged messages in Views within your inbox, so you can easily access and share them with other colleagues or teams.
  • Automate tags with Workflows to keep everything consistent and save you time.
  • Analyze tag usage in your reports to gain valuable insights.


Great customer service begins with effective organization, so give tags a try and see for yourself!

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