Create tags for Inbox 2.0 conversations

Create tags to help organize your Inbox 2.0 conversations. Agents can then apply them to messages to add metadata about that message. For example, you might add tags to a message to express the message sentiment (positive or negative), define the message type (question, comment, request, etc.), or identify parts of the overall conversation (greeting vs. closing).

Create a new tag

1. Go to My profile , and then select Manage accounts and teams.
2. Select Tags in the organization to view the active tags.
3. Select Create New Tag.
4. Enter a tag name and description (optional), and then select Create.

Learn how to manage tags (edit, delete, and archive tags).

Tag a message in Inbox 2.0

To apply a tag, select + Tag below a message, and then search for and select one or more tags from the list. Applied tags appear below the message and stay associated with that message.