Categorize, Track & Automate Tickets Using Smart Tags

🟩 1. What Are Ticket Tags?

Ticket Tags are labels you attach to tickets to categorize them quickly.

Tags help you:

• Identify ticket type instantly

• Filter and group tickets

• Trigger automation rules

• Improve reporting accuracy

• Maintain clean workflows

Tags = Simple labels with powerful impact.

🟩 2. Why Tags Are Important

• Organize tickets without creating new fields

• Improve search and filtering

• Enable tag‑based automation

• Help teams identify ticket categories at a glance

• Useful for Service, Warranty, Billing & E‑commerce workflows

🟩 3. Examples of Useful Tags for Kanchan Electronics

✔ Warranty

• warranty

• warranty‑claim

• warranty‑approved

• warranty‑rejected

✔ Service

• chimney

• cooktop

• mixer

• installation

• technician‑visit

✔ E‑commerce

• order‑issue

• return

• pickup

• delivery‑delay

✔ Billing

• refund

• invoice‑issue

• payment‑pending

✔ Customer Communication

• follow‑up

• callback

• waiting‑customer

🟩 4. How to Add Tags to a Ticket (Step‑by‑Step)

Step 1: Open the ticket

Step 2: Look for the Tags section

Usually on the right panel.

Step 3: Click Add Tag

Step 4: Type the tag name

If it exists → select it If not → create a new tag

Step 5: Save

The tag appears instantly on the ticket.

🟩 5. How to Use Tags in Ticket Management

✔ Filter Tickets by Tag

Example: Tag = warranty → Shows only warranty tickets.

✔ Search Tickets by Tag

Search bar → type the tag name.

✔ Use Tags in Automation Rules

Examples:

• If Tag = refund → Assign to Billing Team

• If Tag = installation → Create technician task

✔ Use Tags in SLAs

Example: Tag = high‑priority → Apply faster SLA.

✔ Use Tags in Reports

Track ticket volume by tag.

🟩 6. Tagging Examples for Kanchan Electronics

1. Warranty Claim Ticket

Tags: warranty, mixer, invoice‑attached

2. Chimney Service Ticket

Tags: chimney, technician‑visit

3. Refund Request

Tags: refund, order‑issue

4. Pickup Request

Tags: pickup, return

5. Delivery Delay

Tags: delivery‑delay, order‑issue

🟩 7. Best Practices

• Keep tag names short and simple

• Use lowercase for consistency

• Avoid duplicate or similar tags

• Create a standard tag list for all agents

• Review and clean unused tags monthly

• Use tags to trigger automation rules

• Do not over‑tag — 2–4 tags per ticket is ideal

🟩 FAQs

Q1. Can I delete a tag? Yes — unused tags can be removed from settings.

Q2. Can tags trigger workflows? Yes — tags are one of the best triggers for automation.

Q3. Are tags visible to customers? No — tags are internal only.