How the taxonomy is structured
The taxonomy has two levels:- Categories group related tags — for example
Pre-Sales,Checkout, orAfter-Sales. Each category has a name and a color. Every tag in a category shares that color, so chats are easy to scan. - Tags are the individual labels inside a category — for example
Product information,Availability, orComplaint. A conversation can have up to three tags.
Manage the taxonomy
On the platform, go to Chat tags. From here you can:- Add a category, rename it, change its color, or remove an empty one. At least one category must remain.
- Add tags to a category, rename them, remove them, or drag a tag from one category to another.
- Save your changes, or Reset the whole taxonomy back to its defaults.
Editing the taxonomy requires permission to manage the assistant. Resetting restores the default categories and tags and cannot be undone.
How tags are used
- Automatic tagging — the assistant analyzes each conversation and applies the most relevant tags.
- Manual adjustments — open a single chat to assign or change its tags by hand.
- Filter — narrow the conversations list by tag to focus on a specific kind of chat.
- Analyze — tags feed Analytics, so you can see which categories of conversation are most common and how they trend.
Next steps
Conversations
Filter and open conversations by tag.
Analytics
See how tagged conversations trend over time.