How to create and manage tags in MooseDesk

This article provides information about tag management feature and how users can create and manage tags in MooseDesk

What is ‘Tags’?

Tags are assigned to tickets and chat conversations to categorize them based on specific criteria. They can help you streamline ticket routing and assignment processes.

Besides, tags are available on your widget. When your customers submit a ticket or start a conversation, they can select the category that suits their inquiries from the tag dropdown.

How to create tags in MooseDesk

There are 2 ways to create tags in MooseDesk:

Create tag in Inbox
Create tag in Settings

Create tags in Inbox

Step 1: Go to Inbox > Click a ticket/conversation

Step 2: Navigate to the Tag section > Enter the tag name

Step 3: Add the new tag name to the list

Create tags in Settings

Step 1: Go to Settings > Tags > Create tag

Step 2: Enter Tag name and description (optional)

Step 3: Click Save

How to manage tags in MooseDesk

Edit tag

Step 1: Click Edit icon

Step 2: Edit tag name or tag description

Step 3: Click Save

Step 1: Go to Chat widget > General > Choose Live chat or Ticket

Step 2: Choose Tag from the dropdown list

Note: If you choose live chat, please make sure to enable data collection first.

Step 3: Click Save

Support channels

If you ever need assistance, our Help Center is packed with comprehensive guides and tutorials.

At MooseDesk, we’re always here to help. Our dedicated email and live chat teams are available around the clock. Drop us an email at help@moosedesk.com, or click the Live Chat icon located at the bottom left corner of the MooseDesk app, our official website, and even within this Help Center.