Summary
Tags in Wati help you categorize conversations based on customer issues or topics. By tagging conversations, you can quickly organize, filter, and retrieve them later. This makes it easier for support teams to track common issues, manage conversations efficiently, and maintain a structured workflow. This guide explains how to add tags to a conversation and how to search for existing tags.
Instructions
Adding a tag to a conversation
New conversations in Wati do not have tags by default. You can add tags based on the customer’s issue or select from previously created tags.
Follow these steps to add a tag to a conversations:
Open a conversation in Wati.
Locate the Tags section in the conversation panel.
Click the input field under Tags.
Type the name of the tag you want to add.
Press Enter to save the tag.
Once added, the tag becomes associated with the conversation. You can later use it to search, filter, or organize conversations more effectively.
Note: To create a new tag, you must have admin access in Wati. Only admins can create tags for the Wati account.
Searching for existing tags
If tags have already been created in Settings or used previously, you can search and reuse them instead of creating new ones. This helps maintain consistent tagging across your team.
Follow these steps to search for existing tags:
Click the input field under Tags in the conversation.
Start typing the name of the tag.
Select the matching tag from the dropdown list.
Using existing tags helps prevent duplicate tags and keeps conversation categorization consistent across your workspace.
By using tags consistently, your team can keep conversations organized, quickly locate relevant chats, and manage customer support workflows more efficiently.
Frequently Asked Questions (FAQs)
Tags in conversations
1. What are tags used for in Wati conversations?
Tags in Wati are used to categorize conversations based on customer issues or topics. Tagging conversations helps teams organize chats, filter them easily, retrieve them later, and track common issues more efficiently.
2. Do new conversations in Wati have tags by default?
No. New conversations in Wati do not have any tags by default. Tags must be added manually based on the customer’s issue or topic.
3. How do I add a tag to a conversation in Wati?
To add a tag to a conversation in Wati, open a conversation, locate the Tags section in the conversation panel, click the input field under Tags, type the name of the tag, and press Enter to save it.
4. What happens after a tag is added to a conversation?
After a tag is added, it becomes associated with that conversation. The tag can then be used to search, filter, and organize conversations more effectively.
5. Who can create new tags in Wati?
Only users with admin access in Wati can create new tags for the account.
Searching and reusing tags
6. Can I search for existing tags instead of creating a new one?
Yes. If tags have already been created in Settings or used previously, you can search for them and reuse them instead of creating new ones.
7. How do I search for an existing tag in a conversation?
To search for an existing tag, click the input field under Tags in the conversation, start typing the tag name, and select the matching tag from the dropdown list.
8. Why should teams reuse existing tags?
Reusing existing tags helps prevent duplicate tags and keeps conversation categorization consistent across the workspace.


