Daily workflow

Tags, saved replies, and settings

Keep the support queue readable with workspace tags, reusable replies, and a clear settings overview.

5 minDaily workflow

Create tags

Tags are organization-wide labels. Create them from Tags, choose one of the preset colors, and apply them from a ticket's side panel.

Common tag patterns

  • Product areas such as billing, onboarding, deliverability, or API.
  • Operational states such as waiting-on-customer, needs-engineering, or refund-review.
  • Customer tiers such as VIP, trial, or enterprise.

Save reusable replies

Saved replies live in Library. Give each reply a title, body, and optional inbox scope. Workspace-wide replies appear for every inbox, while inbox-scoped replies are meant for a specific queue.

Current behavior

The library creates and lists saved replies. The ticket screen links back to the library, but inserting a saved reply directly into the composer is not wired in the current UI.

Use settings for workspace context

Workspace
See name, slug, plan, subscription state, creation date, and your current role.
Session
See the signed-in Google identity, switch workspaces, or sign out.
Billing state
Trial, active, past due, canceled, and paused states are shown when present on the workspace.