Adding Tags to Tickets

Tags are simply words or phrases you can use to add more connotation to tickets. Tags provide you with an unlimited amount of flexibility to manage and customize your support workflow.

Tags Video Setup

If you prefer video instructions over text, watch the video below:

Tags Setup

Step 1: Navigate to Configuration>Automation>Tags

Step 2: Click on Create. Name your new Tag with a unique name. Choose your prefered Text and Backround color.

Adding Tags to Tickets

To add tag to your ticket manually, open a specific ticket and click on + add tag.

To add tags to your tickets automatically, create a Rule and set the action: Add Tag.

Example: You might want to tag all tickets that are actually sales queries with a tag like “sales” or “pre-sales”.

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