Add New Tag for Notes

Let’s get started

Step 1: Log in to your agent dashboard, then navigate to More > Global Settings, as shown in the screenshot below.

Step 2: Scroll down and click the Other Settings option to expand the details.

Step 3: Click the Notes button as shown in the screenshot below.

Step 4: Scroll down, type the tag name you want to add to the list, and then click the tag name that appears as a suggestion below to add it.

Step 5: Click the Update Settings button to save the changes.

You can now view the tag that you newly added in the Tags field while adding a note.

Add new tags to the list of tags used when creating a note. This allows you to expand the available tag options so you can better categorize and organize notes based on your workflow. Once added, these tags appear in the list for easy selection whenever you create or update a note.