XgenPlusXgenPlusHelp Center

Tag conversations by topic

To tag a conversation, open Assignments and click the tag icon on it. Type a tag, or click one of the predefined tags, and click Save. Tags are saved in capital letters. Use the Tagged filter in your queue to see conversations with a tag, and supervisors see tag counts in reports.

For: Assignment agent, Assignment userWeb

How to tag conversations by topic

  1. Open Assignments from your profile menu.
  2. Click the tag icon on the conversation.
  3. Type a tag, or click a predefined tag to add it.
  4. Click Save.

When to use it

The support team at acme.in tags every conversation REFUND, KYC or LOGIN, so the supervisor can see which issues come in most each week.

Good to know

  • The same tag cannot be added twice to one conversation.
  • The predefined tags are a fixed built-in list. Nobody needs to maintain them.
  • Predefined tags keep spelling the same across the team, which makes filters and reports more useful.
Was this page helpful? Updated 2026-10-28