---
title: "How do I create and manage tags in Sophiie?"
description: "Tags live at Settings → Workspace → Tags. There are two types — Customer tags for organising your customers, and Inquiry tags for labelling what each call or message is about — and only inquiry tags can drive notification rules."
mode: wide
sidebar:
  label: "Tags"
---

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**Read the transcript**

Tags live in Settings, under Workspace. Open Tags. There are two types. Customer tags organise your customers. Inquiry tags label what each call or message is about. Click Add tag. Give it a short, specific name. Choose the type carefully. It’s locked once the tag exists, and only inquiry tags can trigger notifications. Add a description, so your team knows what it means. Pick a colour. It’s required. Then click Add tag to save it. Your new tag is ready. Tags you create can be renamed or deleted any time.
