Manage Tags and Categories

Keep all your Tags and Categories organized within Dashboard Settings.

Here’s how:

1. Open the CX Dashboard.
2. Click on the gear/settings icon in the right-hand corner.
3. Select Tags and Categories from the left menu.
4. By default, three categories will appear: Touchpoint, Department, and Product.
5. Click Add Category on the right to create your own custom Tag Categories. You can add up to 10 categories.
   
6. Click on Add a Tag to create new Tags under each Category. A total of 500 Tags per Category can be created.

   All Tags created will be available across all CX projects.

7. To update many Tags at once, click Bulk Add/Delete Tags. Here you can add new Tags separated by line breaks. Do not use this option to edit Tags, as it will only add or delete existing Tags.