How to create and edit tags
Create tags with a name and color to mark conversations and customers, then later find everything with the same label.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
Tags are labels you stick on conversations and customers, like "Trial class" or "VIP." With them, you can filter the conversation list, build customer groups, and trigger automatic rules.
Where to find it in Cognizy
Before you start
- Only the owner and administrators can create tags.
Step by step
- Step 1:
In the menu, open and, under Data, click Tags.
- Step 2:
Click New tag.
- Step 3:
Enter the Name and choose the Color. If the tag only applies while the conversation is open, turn on Remove from contact when closing conversation.
- Step 4:
Click Create tag.
- Step 5:
The tag appears in the list. To change the name or color, or to delete it, use the buttons in its row.
How to know it worked
The tag appears in the list and can already be selected in any conversation or customer.
If something goes wrong
I deleted a tag by mistake.
When you delete it, the tag is removed from all conversations and customers. Create it again with the same name and mark whatever you need again.
Next step
Create service categories to classify contact reasons.
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