> For the complete documentation index, see [llms.txt](https://so9.gitbook.io/so9-guidebook/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://so9.gitbook.io/so9-guidebook/so9-crm/6.-guide-to-setting-up-conversation-tag.md).

# 6. Guide to setting up Conversation Tag

This section provides the steps to set up Conversation Tag.

**Conversation Tag** are classification tags attached to each customer conversation to help businesses easily manage, filter data, and process conversations according to the correct workflow.

Here are the steps to set up Conversation Tag:

**Step 1:** Go to ***More** > **Conversation Tag**.*

<figure><img src="https://1121310069-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1taSbCVfzo5vozIaPALl%2Fuploads%2FTHby7n9NPSLpzFAQx5So%2FScreenshot%202026-07-27%20135739.png?alt=media&amp;token=9b99bda9-edeb-4a9b-81d8-18715641929e" alt=""><figcaption></figcaption></figure>

**Step 2:** Select ***Add Tag**.*

<figure><img src="https://1121310069-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1taSbCVfzo5vozIaPALl%2Fuploads%2FNjpo8YOrr8bAY5jlvMKk%2FScreenshot%202026-07-27%20135938.png?alt=media&amp;token=04cfd9d6-7d41-4bd2-b3c6-612faf050803" alt=""><figcaption></figcaption></figure>

**Step 3:** Enter the tag name and description > Choose a color > Click ***Save**.*

<figure><img src="https://1121310069-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1taSbCVfzo5vozIaPALl%2Fuploads%2FYfdVeXuE8mBbYNC0aDrD%2Fimage.png?alt=media&amp;token=4a8e9dea-8a19-4644-9626-bada32d45b47" alt=""><figcaption></figcaption></figure>
