Add a tag
Open the conversation in Inbox and use its tag controls. Choose a short label such as delivery, refund-request or follow-up. Use the same spelling across the team so related requests can be found together.
Keep the meaning clear
Tags describe the conversation. A tag such as refund-request does not approve a refund or execute a cancellation. Record the action taken in an internal note and set the appropriate conversation status.
Review patterns
Use the chat tags report at https://app.message.com/reports/chats/tags to see the available breakdown. Apply the date range and filters before comparing results.
Keep going
Put the next step into practice, or ask us about your setup.