Create tags for the Activity stream

Enable your agents to filter through activities in the Activity stream with custom tags.

Before you begin

Role required: admin

About this task

Tags enable you to filter your activities in the Activity stream by dynamic and static states not offered in filter lists.

Important:

Tags are not available to agents until you enable and create them.

Procedure

1. Open your workspace experience in UI Builder.
   See Open your Configurable Workspace experience in UI Builder for instructions.
2. Select the record page for your workspace experience.
3. Search for Activity stream in the content panel, and select the Activity Stream element.
4. In the Tags property, select a data source for your tags.
5. Add tags for agents to filter activities by selecting Add.
6. Customize the tag in the Add Tag modal.
   1. Enter a label for the tag in the Label field.
   2. Select an icon for the tag in Icon field.
   3. Select a color for the tag from the Color list.
   4. Select a Table for the tag from the Table list.
   5. Enter a description for tag in the Description field.
   6. Select Save.
   All tags you add appear under the Tags property.

   

7. Edit existing tags by selecting the sliders icon () from the tags list.
8. Change the order displayed to agents by dragging tags with the drag dots icon ().