How to Manage and Edit ClaudIA Tags (Create, Edit, Delete)

When to Use

• You need to create a new tag to use in content

• You want to edit or delete an existing tag

• You use Intercom and need to understand the mapping between ClaudIA tags and Intercom tags

Prerequisites

• Administrator access to the project Hub

About this article

This article covers self-service tag management within the Hub: creating new tags, editing existing ones, deleting — and the specifics for Intercom.

Step-by-step

Step 1 — Create a new tag

1. In the Hub, go to the Tags screen

2. Click + create tag in the top right corner

3. Define the tag name

4. Click Save

:::success If the tag does not exist in your helpdesk, it will be automatically created in the helpdesk when ClaudIA uses it. :::

Step 2 — (Intercom only) Tag functionality

Users of Intercom see an extra column called Helpdesk Tag — it is the mapping between the ClaudIA tag and the Intercom tag.

When creating a new tag in the Hub for Intercom, two fields appear:

• Tag — name of the tag you want to use

• Helpdesk Tag (optional) — which Intercom tag will be used

Step 3 — Edit or delete existing tags

Edit

• Click the pencil icon (✏️) in the Action column

• Change the name

• For Intercom, you can also change the helpdesk tag mapping

Delete

• Click the red trash can (🗑️) in the Action column

• Confirm by clicking Delete (red), or Cancel

Notes

• To understand how the Tagger chooses the final tag: How the ClaudIA Tag System Works (Tagger)

• For bulk editing: How to edit all ClaudIA tags at once

• To reduce NO_TAG: How to reduce NO_TAG and increase ClaudIA's classification