> For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user-documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpdocumentation.gitbook.io/user-documentation/crm-v2/inbox/use-tags-in-live-chat-for-better-management.md).

# Use Tags in Live Chat for Better Management

### How to Create a Tag

**1.** Go to **CRM → Live Chat**\
**2.** Click **Add Tag** (top right)\
**3.** Enter a clear **Tag Name** (e.g., Hot Lead, Follow-Up, Support)\
**4.** Select a **Color** (predefined or custom hex code)\
**5.** Preview the tag → Click **Add**\
**6.** Click **Save Changes**

You can also **edit or delete tags** anytime to keep your workspace organized.

### How to Apply a Tag to a Chat

**1.** Open a conversation\
**2.** Click the **Three Dots (⋮)**\
**3.** Select **Update Tags**\
**4.** Choose the required tag\
**5.** Click **Save Changes**

The tag will now appear on that chat.

### Additional Chat Actions

From the same menu, you can:

* Mark chat as **Done / Closed / Unread**
* **Pause Automation**
* **Archive Chat**
* **Transfer to another team member**

Tags remain visible even after transfer, maintaining full context.

{% embed url="<https://youtu.be/u34tFfFnMhY>" %}


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