The Scenario
Someone on the support team left eight months ago. Before they left, they created tags. A lot of tags. You're now the person responsible for the Helpwise account, and a new team lead has asked for a tag cleanup before Q3 — anything unused for more than six months should go. You open the Helpwise tags settings page and find 94 tags, no last-used dates visible in the UI, no bulk-delete option, and no export button.
You are about to spend your afternoon clicking through a UI, one tag at a time, with no audit trail of what you removed.
The bad version:
- Open Helpwise tags settings, scroll through all 94 tags, and try to remember which ones you've seen on recent tickets and which look like they were created by the person who left.
- Click into each suspect tag individually to see if there are associated conversations — there's no "last used" field, so you're making judgment calls based on tag names like "old-enterprise-v2" and "do-not-use."
- Delete tags one by one, with no record of what you deleted, realizing halfway through that you probably should have kept a log.
This isn't complicated work — it's just tedious in the specific way that UI-bound cleanup always is. The team lead needed this done last week, and you have three other things already on fire.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that reads your Excel workbook and can talk to Helpwise on your behalf. It can pull the full tag list into the workbook for review, and then — after you've made your decisions in the cells — act on them.
List all tags from Helpwise and write their name, color, and ID into my sheet so I can review which to keep and which to remove.
Review the list in the workbook. Mark "DELETE" in column B next to any tag you want gone.
For each tag name in column A marked 'DELETE' in column B, delete that tag from Helpwise.
What You Get
- Columns A through C populated: tag name, color, and Helpwise tag ID — one row per tag.
- A workbook audit trail you can share with the team lead showing what existed and what you removed.
- Deletions processed in one pass — no clicking through the UI for each tag individually.
What If the Data Is Not Quite Ready
Some tags have no color set
For any row in column B where the color field came through blank or as 'null', write 'No color' instead so the column is clean for review.
You want to see tag names sorted before deciding
After writing the Helpwise tags into columns A–C, sort the rows alphabetically by column A so it's easier to spot duplicates or patterns in the naming.
You want to check open conversations before deleting tags
Before deleting any tag marked 'DELETE' in column B, check whether any open conversations in Helpwise are using that tag. If yes, write the conversation count in column D and skip the deletion — I want to review those manually.
The full audit: pull, flag, validate, and delete in one shot
List all Helpwise tags and write name, color, and ID into columns A–C. For any tag whose name contains 'old', 'archive', 'deprecated', or 'do-not-use', write 'REVIEW' in column B. After I approve the list, delete every row where column B says 'DELETE'. Write a summary in column E: how many tags existed, how many were deleted, how many remain.
The pattern: review in the workbook, then act. The workbook becomes the audit log automatically.
Try It
Open an Excel workbook, get the 7-day free trial of SheetXAI, and ask it to pull your full Helpwise tag list for a cleanup review. Then check out exporting open conversations or the full Helpwise integration overview.