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Add Tags to Profile Templates

Add user tags to profile templates to organize and manage templates more effectively. Assigning tags helps associate templates with specific user groups and makes template management more flexible.

Let’s get started 🚀

Step 1: Log in to your agent dashboard and click More > Advanced Templates as shown in the screenshot below.

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Step 2: Click the Profile Templates option.

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Step 3: Click the pencil icon next to the profile template to which you want to add tag(s).   

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Step 4: Click the box under the User Tags option to open the dropdown list. 

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Step 5: Select one or more tags that you want to associate with the profile template. 

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Step 6: Click the Update button to proceed.

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The profile template will be updated successfully with the selected tag(s).

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