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You can now apply filters to Tag Groups on the Configuration > Tags and Triggers screen. In short, tag group filters prevent tags from appearing in unrelated conversations.
This feature keeps your tagging system accurate, organised, and efficient—making it easier to find, filter, and report on the right interactions for your analysis.
For example, if you manage Agent Quality in the German market, your specific tags will no longer create noise for other regions or brands, where quality guidelines differ. Our phrase tagging tool now applies tags only when relevant, improving system performance.
When updating tag groups, changes apply moving forward without affecting past data, maintaining consistency with no extra cleanup required.
To add filters to your existing tag groups, click the three dots (options menu) beside any tag group and select Edit. Or click [+CREATE TAG GROUP] to create a new tag group.
Use the Optional Filters section in this popup to define which interactions this tag group should apply to. All system tags available in EdgeTier can be used as filters, and you can add as many as needed to refine the interactions covered by this tag group.
Note: If you edit an existing tag group, any changes will apply to future interactions, but previously tagged interactions will remain unchanged.
Once applied, they will appear when hovering on the filter icon, or when clicking on a tag within the group. This gives a quick view into the tag group configuration across your organisation.
You can get started with Tag Groups in EdgeTier. Please reach out to your Customer Success Manager if you have any questions about this update. Or click here for a full breakdown of how to set up tags in the system.
New to EdgeTier? Learn more about our Index feature here.
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