This article explains how to create, edit, and delete tags in Case Settings. You can view all existing tags for a case, add new ones, and manage them from a single dashboard. Tags created here can be used throughout the case, including while reviewing conversations or running exports.

Overview

Tags can be created and managed from Case Settings or directly while reviewing extracted conversations. They allow you to group messages by issue, theme, or relevance.

You can:

Create, rename, or delete tags from Case Settings
Create tags directly while reviewing messages
Tag individual messages or apply tags to multiple messages in bulk
Tag messages by keyword search results
Export tag reports for production or analysis

Managing tags in Case Settings

The Tags tab in Case Settings lets you view, create, and manage all tags associated with a case.

From the Tags tab, you can:

View all existing tags and when they were created
Create new tags using the Add Tag button
Edit or delete existing tags

Create a new tag in Case Settings

Step 1: Open Case Settings

Open the case and click Case Settings in the left panel.

Step 2: Select the Tags tab

Click the Tags tab to view all existing tags in the case.

Step 3: Click Add Tag

Click Add Tag to create a new tag.

Step 4: Enter tag details

Enter the tag name and click Create Tag.

View the new tag

You’ll be redirected back to the Tags tab with the new tag listed. The tag is now available across the case and can be applied anywhere tags are used.