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
Set up tags on chat widget #
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.