Create a tag

  1. On the left navigation bar, click Synthetic customer builder > Tags.
  2. Click Add.
  3. Specify the following:
    • Name: Enter a short name for the tag, for example, "High urgency - Retention" or "Support team."
    • Description: Provide a brief explanation of what the tag represents and when it should be applied. This provides context for the tag’s purpose, ensuring consistent categorization of assets in Syntrix and helping users to understand the training focus (e.g., technical vs. emotional) associated with the label.
  4. Click Save.

Delete a tag

  1. On the left navigation bar, click Synthetic customer builder > Tags.
  2. Move the cursor over the row for the tag that you want to delete, and click the delete icon that appears.
  3. Click Delete.