Tags

Tags are labels you can apply to conversations, tickets, and other records to categorize and filter them. Tags support parent-child hierarchies, letting you build structured category trees.

Create a tag

1. Go to Settings > Tags.
2. Click Add Tag.
3. Fill in the tag details:

4. Click Create.

Hierarchical tags

Tags can be nested under parent tags to create logical groupings. For example:

Priority
├── Urgent
├── High
├── Medium
└── Low

Topic
├── Shipping
├── Returns
│   ├── Damaged item
│   └── Wrong item
└── Billing

To create a child tag, select a parent tag when creating or editing the tag. The tree view on the settings page shows the full hierarchy with expand/collapse controls.

Edit a tag

1. Go to Settings > Tags.
2. Click the pencil icon next to the tag.
3. Update the title, description, emoji, color, or parent relationship.
4. Save your changes.

Delete a tag

Click the trash icon next to a tag to delete it.

Using tags

Tags can be applied across Auxx.ai:

• Conversations — Tag incoming messages to categorize them by topic, priority, or type.
• Tickets — Add tags to support tickets for filtering and reporting.
• Workflows — Use tags as triggers or actions in automation rules (e.g., auto-tag messages matching certain criteria).
• Filtering — Filter your inbox, ticket list, or saved views by tag.

Tags are shared across the entire organization — all team members see and can use the same tag set.

Email provider sync

Tags sync with your connected email providers:

• Gmail — Tags map to Gmail labels
• Outlook — Tags map to Outlook categories

When you apply a tag in Auxx.ai, it's reflected in the email provider, and vice versa.

Next steps