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 preferred Text and Background color. Optionally, mark the tag as Public. If you enable this option, once you mark any ticket with this tag, it will be visible for your clients in your customer portal in My tickets section
Adding Tags to Tickets
You can add multiple tags to a ticket. To add a tag to any ticket manually, open a specific ticket in the Ticket section and click on + add tag. Adding tags to any ticket allows you to search, sort or filter them by Tags
To add tags to your tickets automatically, create a Rule in Configuration --> Automation --> Rules --> Create new with a Perform action: Add Tag.
Note: Adding a tag to any ticket can be also a Trigger action of any further rule.
Filtering Tickets by Tags
You might want to filter all Tickets that are actually urgent queries with a Tag like Urgent, etc... It can be achieved by creating a new filter in the Ticket filters section or in Configuration --> System --> Ticket filters
Tag report
LiveAgent offers a report of added Tags to all tickets from a specific time range. Individual entries can be sorted by time range, Department, Channel, and Agent. Tag report can be found in Reports --> Tag report. If you wish you can export it to a *.csv file
