Tag
In Umnico Inbox omnichnnel messaging platform you can assign internal tags to conversations to simplify navigation, grouping, and filtering. Tags help your team quickly find and focus on the most relevant messages.
How to Create and Edit Tags
There are several ways to create and manage tags, including bulk management.
There are several ways to create and manage tags, including bulk management.
Go to «Tools → Tags». To add a new tag, type its name in the «Add tag» field and press «Enter» — the tag will appear in the list below.
To delete a tag, use the search bar to find it or select it from the list and click «Delete selected tags». The number next to the button shows how many tags will be removed.
Via Conversation sidebar
Open the relevant conversation. On the right-hand sidebar, in the «Notes» section, you'll find the «Add tag» field. Start typing the tag name — a list of matching existing tags will appear. Choose from the existing ones or create a new one. To create a new tag, type the name and press Enter, or click anywhere outside the field. The tag will be added.
Via Bulk Actions
The «Bulk Actions» tool is available in all three chat display modes — «New», «Accepted», «Archived» — as well as in the «Pipeline» tab (in this section, the tool is marked with the ⚡ lightning icon).
Select one or more conversations or deals and either add existing tags from the dropdown or create new ones on the spot.
Removing Tags
To remove a tag from a conversation or deal, simply click the small × next to it.
Filtering by Tags
In the «New», «Accepted», «Archived», and «Pipeline» sections, you can filter conversations by tags. The filter displays all previously added tags. Select the ones you need, and the system will show all conversations marked with those tags.
Help & Support
If you have any questions, feel free to contact us — we're happy to assist.
To reach Umnico support, click the «Chat with support» bubble in the bottom-right corner of your screen. Or go to the «Help → Chat with support» section in your Personal account.
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