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Tags Management

The tags management system allows organizing knowledge base articles into hierarchical categories for convenient search and navigation. Tags are grouped into categories, which can be created and edited.

How to access this section

  • From knowledge base list: open needed base β†’ "Tags" tab
  • Direct link: /kms/{id}/tags

Tag system structure

Categories

Main principles:

  • Categories serve to group related tags
  • There's a special "Uncategorized" category for ungrouped tags
  • Categories can be renamed and deleted
  • When deleting a category, all its tags move to "Uncategorized"

Tags

  • Created within categories or without category
  • Can be dragged between categories via drag-and-drop
  • Support name editing
  • Have delayed deletion (3 seconds to cancel)

Management interface

Left panel - Categories

Display:

  • List of all categories with tag count in each
  • Special "Uncategorized" category always at top
  • Active category highlighted with color
  • "Add category" button at bottom of panel

Category actions:

  • Click on category - switch to viewing its tags
  • Edit button ✏️ - change name
  • Delete button πŸ—‘οΈ - delete with 3-second delay
  • Cancel button ❌ - cancel deletion

Right panel - Tags

Display:

  • Selected category name in header
  • All tags of selected category as cards
  • "Add tag" button in header

Tag actions:

  • Drag & Drop - drag tags between categories
  • Edit ✏️ - change tag name
  • Delete πŸ—‘οΈ - delete with undo option
  • Cancel deletion ❌ - within 3 seconds

Main usage scenarios

Creating category structure

  1. Click "Add category" at bottom of left panel
  2. Enter category name (e.g., "Products", "Services", "FAQ")
  3. Press Enter or click outside field to save
  4. Repeat to create other categories

Creating tags

  1. Select category in left panel (or "Uncategorized")
  2. Click "Add tag" in right panel
  3. Enter tag name
  4. Press Enter to save

Organizing tags by categories

  1. Create needed categories
  2. Drag tags from one category to another via drag-and-drop
  3. To move to "Uncategorized", drag tag to corresponding item

Editing names

  1. Click edit button ✏️ next to category or tag
  2. Change name in appeared field
  3. Press Enter or click outside field to save
  4. Press Escape to cancel changes

Deleting elements

  1. Click delete button πŸ—‘οΈ
  2. You have 3 seconds to cancel - click ❌
  3. After 3 seconds element will be permanently deleted

Working features

"Uncategorized" category

  • Always present in system
  • Cannot be renamed or deleted
  • Intended for tags without clear category
  • Displayed first in list

Drag & Drop for tags

  • Works only for saved tags (not for creating ones)
  • Drag tags to categories in left panel
  • Visual indication shows where tag will be moved
  • Movement happens automatically when releasing

Delayed deletion

  • When clicking delete button, 3-second timer starts
  • Element marked as "being deleted" with cancel option
  • After 3 seconds permanent deletion occurs
  • Can cancel deletion by clicking ❌ button

Edit mode

  • When creating or editing, input field gets focus
  • Text automatically selected for quick change
  • Enter - save, Escape - cancel
  • During editing drag-and-drop unavailable

Interface states

Data loading

During loading, spinner is displayed with "Loading tags..." message.

Data updating

  • Loading indicators shown during operations
  • Buttons blocked during operation execution
  • Animated spinner next to saving elements

Empty category

If selected category has no tags, empty area is displayed with option to add first tag.

No category selected

Message "Select category to view tags" in right panel.

Limitations

Names

  • Category and tag names cannot be empty
  • Extra spaces at beginning and end are removed
  • No length restrictions, but brevity recommended

Operations

  • Cannot delete "Uncategorized" category
  • Cannot rename "Uncategorized" category
  • Interface blocked during data updates

Drag & Drop

  • Works only in modern browsers with HTML5 support
  • Unavailable for elements in edit mode
  • Unavailable for temporary (unsaved) elements

Connection with other sections

Articles

  • When creating or editing articles, you can select tags from created categories
  • Tags used for filtering and searching articles
  • Deleting tag doesn't delete articles, but removes tag from them

Search

  • Tags participate in knowledge base search
  • Well-structured tags improve search quality
  • Agents can use tags for more precise information selection

Best practices

Structure planning

  • Think through categories in advance based on content themes
  • Use no more than 5-7 main categories
  • Create categories from general to specific

Naming

  • Use short, clear category names
  • Tags should be specific and descriptive
  • Avoid meaning duplication in names

Organization

  • Regularly review tag structure
  • Merge similar tags
  • Delete unused tags

Common problems and solutions

Tag/category doesn't save

Cause: Empty name or technical issues Solution: Ensure name isn't empty, try again

Dragging doesn't work

Cause: Element in edit mode or browser doesn't support Drag & Drop Solution: Finish editing, use modern browser

Accidentally deleted element

Solution: Within 3 seconds click cancel button ❌

Tags don't appear in articles

Cause: Possibly tags weren't assigned to articles Solution: Open article editing and add needed tags

Related sections