Instant - Tags

Owned by Product Knowledge
Last updated: Jan 25, 2024
2 min read

A Tag is a keyword or label that is used to categorize information for a better analysis.

For example, you can tag contacts in Contact Manager to easily filter contacts based on a specific interest or you can use Tags in order to categorize interactions.

The Tags Section is under the Tools Menu bar and to create a new Tag you just click on the + button, then you specify its name, description and color:

 

The new tag is now available in the Tags List and from the Agent Omni Desktop interface (interaction/contact):

To modify the Tag, from the Tags List click on 3 dots button and then on Edit tag:

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