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Tagging conversations in AskVault

What tags are for

Growth+

Tags help a growing inbox stay sorted:

  1. Filter the inbox. Show only billing conversations with one click.
  2. Build saved views. A "Billing" view of open conversations tagged billing gives that team its own queue.
  3. Spot patterns. Seeing how often refund-request appears tells you where your content or product needs work.

Create tags

Each tag has a name (up to 40 characters) and a colour for quick scanning. Archive a tag to hide it from the picker while older conversations keep it.

Agents with member access or higher can create, rename and archive tags.

Tag conversations

  • One conversation. Open it and pick tags from the tag menu in the header. Remove a tag with the X on its chip.
  • Many conversations. Select up to 200 in the inbox and choose Add tag or Remove tag from the bulk actions.

Changes apply immediately.

Tags in saved views

Saved inbox views can filter by tag, so each team or shift gets a queue that fits it, such as "open and tagged billing" or "tagged bug this week".

Tags, audience and custom fields

Three things that sound alike:

  • Tags label conversations for your team's workflow. A conversation can have several.
  • Audience is a setting on knowledge sources, public or internal, that keeps internal content off public channels.
  • Custom fields hold structured values per conversation, such as an order number. They are rolling out. Rolling out

A taxonomy that stays useful

  • Topic tags such as billing, shipping, returns and technical say what the conversation was about.
  • Outcome tags such as bug-reported or policy-explained say how it ended.

Keep the list short and agree on what each tag means, so two agents tag the same conversation the same way. Use priority for urgency rather than tags.

Limits

  • Tags per workspace. No fixed limit.
  • Tag names. Up to 40 characters.
  • Bulk tagging. Up to 200 conversations per action.
  • Automatic tagging. Not available; automation rules do not add tags.
  • Public API. No tag endpoints.

Common pitfalls

Two tags mean the same thing. refund and refunds split your counts. Archive one and retag.

Nobody uses the tags. The list is too long. Cut it to the handful your team reaches for.

FAQ

Can tags be added automatically?

Not today. Agents add them by hand or in bulk.

How many tags can I create?

As many as you like. A short list is easier to apply consistently.

Can I import tags from a CSV?

No. Create them in the dashboard.

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