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Custom tags add your own business data to conversations, such as payment type, card action, or customer ID. Use them to chart, group, and filter conversations by that data in Custom dashboards. The prebuilt Insights dashboards don’t use custom tags.

Add tags

You can add tags in three places. Use the one that holds the data you need. Trace Dimensions settings

Example: tag a conversation in ABL

The following agent sets a tag when the session starts, and two more tags from a tool result.

Where tags show up

The platform writes tags on every event and on the session summary. In a custom dashboard widget or in Analytics Explorer → Query, you can group and filter by them. The widget editor lists them in the Custom dimensions panel.

Limits

By default, the platform rejects values that look like personal data. Don’t put personal data in tags.