# How to Use Tags

#### <mark style="color:$primary;">**What Are Tags?**</mark>

Tags are labels you can attach to conversations to help you identify and group customers. For example, you can tag a customer as "Purchased," "Follow-up," or "CSAT" to keep your inbox organized.

<figure><img src="/files/HexaySuCoSOBhCwjIg0M" alt=""><figcaption></figcaption></figure>

<mark style="color:$primary;">**Tags are now displayed in the Details column on the right side panel of the chat. This is a change from the earlier placement where tags appeared in the top bar of the chat.**</mark>

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#### <mark style="color:$primary;">**How to Create a Tag**</mark>

<figure><img src="/files/j8WXRtvzMAuqIWTa6ZSJ" alt=""><figcaption></figcaption></figure>

Before applying tags, you need to create them in Settings.

1. Go to **Settings** and search for **Tags.**
2. Click on **Manage Tags.**
3. Click on the **Create New Tag** button in the top right corner.
4. Enter a name for your tag. For example, "Purchased."
5. Click **Create.**

The tag will now be available to use across all chats.

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#### <mark style="color:$primary;">**How to Apply Tags to a Single Chat**</mark>

<figure><img src="/files/C6jf68hMaBWZDQGrHnoH" alt=""><figcaption></figcaption></figure>

1. Open the chat you want to tag.
2. On the **right side panel,** click the **plus icon** next to Tags.
3. Select **multiple tags** from the list.
4. Click **Apply.**
5. A confirmation pop-up will appear. Click **Apply** to confirm.

All selected tags will be applied to that conversation at once.

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#### <mark style="color:$primary;">**How to Apply Tags to Multiple Chats at Once**</mark>

<figure><img src="/files/WmlyMEWKJtui3fmQCDSh" alt=""><figcaption></figcaption></figure>

1. Go to the **Chats** section.
2. Click the **Select icon** (next to the search icon at the top).
3. Select all the chats you want to tag by clicking on them.
4. Click the **three dots** icon.
5. Select **Add Tags** from the options.
6. Choose one or multiple tags from the pop-up.
7. Click **Apply.**
8. A confirmation pop-up will appear. Click **Apply** to confirm.

The selected tags will be applied to all chosen conversations.

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#### <mark style="color:$primary;">**How to Remove a Tag from a Chat**</mark>

<figure><img src="/files/j5695J3L1NPtymV4oDfL" alt=""><figcaption></figcaption></figure>

1. Open the chat from which you want to remove a tag.
2. On the **right side panel,** click the **plus icon** next to Tags.
3. **Deselect** the tag you want to remove.
4. Click **Apply.**
5. A confirmation pop-up will appear. Click **Apply** to confirm.

The tag will be successfully removed from that conversation.

***

#### <mark style="color:$primary;">**How to Delete a Tag**</mark>

<figure><img src="/files/sy9wc1DOog6exDpbbwk2" alt=""><figcaption></figcaption></figure>

Deleting a tag removes it permanently from DoubleTick.

1. Go to **Settings** and search for **Tags.**
2. Click on **Manage Tags.**
3. Find the tag you want to delete. Click the **delete icon** next to it.
4. A confirmation pop-up will appear asking if you are sure you want to delete the tag.
5. Click **Delete** to confirm.

The tag will be permanently deleted and will no longer be available across any chats.

***

#### <mark style="color:$primary;">**Summary**</mark>

Tags help you stay organized by labeling conversations based on customer type, status, or any category relevant to your business. You can **create tags** from Settings > Manage Tags, **apply or remove tags** from the Details column on the right side panel of any chat, and **bulk tag multiple conversations** using the select option in the Chats section. Use tags to filter and segment customers easily for better follow-up and lead management.


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