[Reply] How tags work

IN THIS ARTICLE

How tags work

Tags in Reply are an incredibly flexible option, allowing you to organize and keep track of your conversations. For example, tags could be used to keep track of:

  • Common questions
  • Feature requests
  • Bugs and issues
  • and everything else in between...

When new tags are created, custom folders are automatically created and displayed on the left hand side. This allows you to easily find conversations where a specific tag has been applied. If you'd rather the custom folder was not displayed on the left hand side, you can turn this off by heading to Settings and then Tags.

Tag a single conversation

To add a tag to a single conversation, click on the Tag drop down above the reply box when viewing a conversation, and select the tag you'd like to use.

Tag multiple conversations

To bulk tag conversations, tick the checkboxes to the right of the conversations you'd like to tag, either in the Team Inbox, Mine folder, or Assigned folder, and then select the tag you'd like to use from the Tag drop down at the top.

Auto-tag specific conversations

As well as being able to manually tag conversations, you can also set up Rules to have this happen automatically based on certain criteria, for example key words or language.  You can learn more about Rules here.