In the Tag management view, inbox admins or managers (provided they hold the corresponding Inbox role permissions) can create and manage conversation tags.

To access the Tag Management tab options:

1. In your browser, log in to TextPeak with manager access privileges.
2. In the main TextPeak menu, select the Inbox tab.
3. Next, click Settings at the bottom left and navigate to the Tag management tab.

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IMPORTANT

Inbox agents have no access to the Settings > Tag Management page and can manage conversations only.

Here, you can view a table with conversation tags added to your account.

The table organizes all information about existing tags in the following columns: Tag, Created At, and Actions.

Creating Conversation Tags

To create a new tag:

1. Click Add Tag.

2. In the pop-up window that appears, type in the tag(s) you want to add. You can add as many tags as you need.

3. Click Create Tags.

Managing Conversation Tags

To edit an existing conversation tag:

1. Click the pencil button next to the tag record.
2. In the field provided, make the needed changes.

3. Click Save.
4. Alternatively, to remove the conversation tag, click the bin button.
5. In the pop-up window that appears, confirm that you want to delete it.

6. Click BACK TO SETTINGS to navigate back to the inbox settings menu.