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Tags List Guide

This guide explains how to use the WhatsApp Tags List module to create, view, and manage tags for categorizing WhatsApp support queries and tickets. Tags provide a structured way to organize and track different types of support issues effectively.

🌐 Overview​

The Tags List module helps support teams classify and organize queries using predefined labels. It provides centralized tag management to:

  • Categorize recurring issues systematically
  • Filter and analyze support queries effectively
  • Improve reporting and resolution tracking capabilities
  • Maintain consistency across Support Chats and Tickets
  • Enable better data analytics and trend identification
Access Requirements

Authorized users with tag management permissions can access and manage tags.

🧭 Tags List Layout​

The Tags List screen is divided into three main sections:

  1. Sidebar Navigation
  2. Tags Management Panel
  3. Tag Creation Interface

📂 Sidebar Navigation​

The left sidebar provides access to WhatsApp-related modules:

  • Dashboard
  • Templates
  • Broadcasts
  • Support Chat
  • No-Reply Chat
  • Tickets
  • Queries
  • Tags List
  • Settings
  • Chatbot

Use this navigation to quickly switch between WhatsApp modules.

📋 Tags List Overview​

The main Tags List page displays all existing tags in a comprehensive tabular format:

Column Information​

ColumnDescription
Tag NameName of the tag used for categorizing queries
Created ByUser who created the tag
Created OnDate and time when the tag was created
Updated OnLast updated date and time
ActionOptions to manage the tag (three-dot menu)

This layout provides complete visibility into tag creation history and management status.

🔍 Search & Filter Capabilities​

Located at the top-right of the page for efficient tag management:

Search Functionality​

  • Search tags by name for quick location
  • Instant results update as you type
  • Exact match and partial match support

Filter Options​

  • Filter by creation date and time ranges
  • Filter by creator to find tags by specific users
  • Status-based filtering (if applicable)

This helps efficiently locate specific tags when the tag list grows large.

➕ Create Tag​

You can create new tags to categorize queries more accurately and maintain organized support workflows.

Steps to Create a Tag​

  1. Click Create Tag button (top-right corner)
  2. The Create Tag modal opens
  3. Enter the Tag Name following naming conventions
  4. Add description (if applicable)
  5. Click Create to save

Once created, the tag appears immediately in the Tags List and becomes available across Support Chat, Queries, and Tickets modules.

Naming Convention

Use clear, descriptive names like "Login Issue", "Tech Support", or "Class Reschedule" for better organization.

⚙️ Tag Actions & Management​

Each tag has an Action menu (three dots) providing management options:

Available Actions​

  • View – Display tag details and usage statistics
  • Edit – Modify tag name or properties (if permissions allow)
  • Usage Report – Show where and how often the tag is used
  • Delete – Remove unused tags (with restrictions)
Important Note

Tags already in use across Support Chat, Queries, or Tickets may have restrictions on editing or deletion to maintain data integrity.

🔗 Tag Integration & Usage​

Tags provide consistent classification across all WhatsApp support workflows:

Module Integration​

  • Support Chat – Label ongoing conversations for better tracking
  • Queries – Issue categorization and reporting analytics
  • Tickets – Track issue types and identify trends
  • Reports – Generate analytics based on tag usage

This ensures uniform classification and better support workflow management.

🧪 Step-by-Step Workflows​

📝 Creating and Managing Tags​

  1. Open Tags List module
  2. Review existing tags to avoid duplicates
  3. Click Create Tag if new tag is needed
  4. Enter clear, descriptive tag name
  5. Save the new tag
  6. Verify tag appears in the list
  7. Test tag availability in other modules

🔍 Finding and Organizing Tags​

  1. Use Search function to locate specific tags
  2. Apply filters to narrow down results
  3. Review usage statistics from Action menu
  4. Clean up unused tags periodically
  5. Standardize naming conventions across team

✅ Best Practices​

Tag Creation Guidelines​

  • Use clear and descriptive tag names that are self-explanatory
  • Avoid creating duplicate or overlapping tags
  • Standardize naming conventions (e.g., "Login Issue", "Tech Issue", "Class Reschedule")
  • Keep tag names concise but meaningful

Tag Management​

  • Review tags periodically and clean up unused ones
  • Coordinate with team before creating new tags
  • Document tag purposes for complex categorizations
  • Monitor tag usage to identify popular categories

📊 Tag Analytics & Reporting​

Usage Tracking​

  • Monitor tag frequency across different modules
  • Identify trending issues through tag analytics
  • Track resolution patterns by tag category
  • Generate reports for management insights

This data helps improve support processes and resource allocation.

❓ Frequently Asked Questions (FAQ)​

1. Who can create and manage tags?
Only users with appropriate tag management permissions can create, edit, and delete tags.
2. Can I edit or delete a tag that's already in use?
Actions depend on permissions and usage. Tags in active use may have restrictions to maintain data integrity.
3. Where do newly created tags appear?
New tags become available instantly across Support Chat, Queries, and Tickets modules.
4. What happens if I create too many tags?
Too many tags can reduce clarity and effectiveness. Follow naming conventions and reuse existing tags when possible.
5. How can I track tag usage across modules?
Use the Action menu to view usage reports and statistics for each tag.

📌 Summary​

The Tags List module helps you:

  • Organize WhatsApp support queries efficiently through systematic categorization
  • Maintain consistent issue classification across all support modules
  • Improve reporting and analytics capabilities for better insights
  • Streamline support workflows through structured tag management
  • Enable better trend identification and resource planning

Use tags thoughtfully to keep support operations structured, searchable, and analytically valuable for continuous improvement.