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Tags

Workspace Tags label contacts and conversations. They belong to the workspace selected in the sidebar.

Live URL: live.chatmaven.ai/workspaces/tags

Open Tags

Top bar Workspaces → sidebar Tags.

Tags table and Create Tag

The table includes checkboxes (for bulk actions when available), Name, Description, Created by, and Actions (edit, delete).


Create a tag

  1. Click Create Tag.

Tags list with name pills

  1. Enter Name, pick a color swatch, and optionally add a Description.
  2. Check the Preview pill, then Create Tag. Cancel closes the modal.

Create Tag modal


Edit a tag

  1. In Actions, click the pencil.

Edit icon on a tag row

  1. In Edit Tag, change Name, color, or Description (optional).
  2. Click Update Tag or Cancel.

Edit Tag modal


Delete a tag

  1. In Actions, click the trash icon.

Delete icon on a tag row

  1. In Delete tag?, confirm Delete or Cancel.

Delete tag confirmation