---
title: "Create Transaction codes"
slug: "create-transaction-codes"
updated: 2026-08-13T16:31:41Z
published: 2026-08-13T16:31:41Z
canonical: "help.8x8.com/create-transaction-codes"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.8x8.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create Transaction codes

**8x8 Contact Center** administrators create Transaction codes in **8x8 Configuration Manager**.

Creating **8x8 Contact Center** Transaction code list involves:

- Configuring properties of the code list.
- Defining individual codes.
- Adding a wrap-up code description (if using Smart Assist).
- Translating codes to secondary languages (optional).
- Assigning the codes to an agent's groups or queues.

**Configure Transaction Code Properties**

1. From the **Configuration Menu**, open **Transaction Codes**.
2. Click ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon_plus_18x18.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A17%3A59Z&se=2026-11-03T23%3A17%3A59Z&sr=c&sp=r&sig=2uMw1DuDm7I9Q4M4mPRPIwGX4gjH4Z3iYagOEUZKLbE%3D) or **Add**. The Properties tab appears.
3. Enter the required values in the **Properties** tab. The following table summarizes the options under **Transaction Codes > Properties**:

| Properties Option | Description |
| --- | --- |
| Active | Select the check box to put this code list into service. |
| Name (required) | Enter a name for the transaction code list. |
| Description | Enter a description for the transaction code list. |
| Category | Refers to a category of lists, such as Sales, Marketing, or Support. Within a single category, you can group multiple transaction code lists. You can create a new category or add a list to an existing category. In the Category list, do one of the following: - Choose **Edit Categories** to create a new transaction code category. - Choose an existing transaction code category. |
| Secondary Languages | Select other languages to translate the codes into. |
| Sort Order | Refers to the order in which the codes within the list are sorted when presented to an agent. - Choose **Manual** to list transaction codes yourself in a specific order. - Choose **Automatic** to have **8x8 Contact Center** sort transaction codes in alphabetical order. |
| Required | If enabled, the agent has to select a transaction code for all phone calls. |
| Multiple-choice | If enabled, the agent has to select multiple codes from the transaction codes list. |
| Assignment Type | Select an **Agent Group** or **Queue** to assign the list to. This option enables the members of the group or queue to access the list during phone calls. |
| Primary Language (required) | Select the primary language in which the codes are written. This information is required to create a list. > [!NOTE] > Note: > > After saving the list, you cannot change the Primary Language setting. |
| Admin Notes | Type information that enables administrators to understand the purpose of the code list. |
4. Click **Save**.

**Define Transaction Codes**

You can define individual transaction codes in the Codes tab.

1. From the **Configuration Menu**, open **Transaction Codes**.
2. Click to **Edit** a transaction code.
3. Go to the **Codes** tab and enter the required values. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/cfgmgrtransactioncodesproperties03.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A17%3A59Z&se=2026-11-03T23%3A17%3A59Z&sr=c&sp=r&sig=2uMw1DuDm7I9Q4M4mPRPIwGX4gjH4Z3iYagOEUZKLbE%3D)
4. Enter values for the following fields:
  - **Menu Text**: The code text that appears in the code list in **8x8 Agent Console**
  - **Report Text**: The code text that appears in the reports
  - **Short Code**: A short identifier for a code

The following table summarizes the options under **Transaction Codes > Codes**:

| Codes Option | Description |
| --- | --- |
| Active | Select **Active** to activate the specific transaction codes. |
| Menu Text | Type the string that **8x8 Agent Console** displays when displaying the code, such as Prospect Interested – Call Back. |
| Report Text | Type the string that **8x8 Agent Console** displays when listing the code in a report, such as Prospect Interested – Call Back. |
| Short Code | Type the string that **8x8 Agent Console** uses when displaying the code's short identifier, such as Int. |
| Used | If an agent has used a code in their **8x8 Agent Console**, then the code is marked with ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-check_18x18.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A17%3A59Z&se=2026-11-03T23%3A17%3A59Z&sr=c&sp=r&sig=2uMw1DuDm7I9Q4M4mPRPIwGX4gjH4Z3iYagOEUZKLbE%3D) in the Used column. After a code has been used, the code and its code group cannot be deleted. |
5. Repeat the above steps to create more codes.
6. Click **Save** to save the codes.

**Add wrap-up code descriptions**

Smart Assist suggests wrap-up codes to agents based on the conversation transcript. When your wrap-up codes use internal acronyms or numeric values, the AI needs a description of each code to understand what it means and suggest it accurately. Without a description, the AI cannot reliably interpret a code, so it either offers agents its best guess or returns the code suggestion as unknown.

To get accurate suggestions, add a clear description to every wrap-up code, especially those that use acronyms or numbers.

**To add descriptions to your transaction codes:**

1. In Configuration Manager, select **Transaction Codes** from the menu.
2. Click the pencil icon to edit the relevant transaction codes list.
3. Click the **Codes** tab.
4. In the **Description** column for each code, enter a clear, plain-language explanation of when the code applies. For example, for *CST01* add the description *Customer requested a service cancellation*.

> [!NOTE]
> Note:
> 
> The maximum allowed character count for a description is 256.

![Editing transaction codes for AI interpretation.](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/transaction-code-description.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A17%3A59Z&se=2026-11-03T23%3A17%3A59Z&sr=c&sp=r&sig=2uMw1DuDm7I9Q4M4mPRPIwGX4gjH4Z3iYagOEUZKLbE%3D)
5. Click **Save**.
6. (Optional) To support multiple languages, click the **Translations** tab and enter a translated description in the **Description** column for each code.
7. Click **Save**.

**Translate Transaction Codes (Optional)**

The Translations tab allows you to translate codes from the primary language to the secondary language supported by **8x8 Contact Center**. You must specify a secondary language in the Properties tab to enable translation. This procedure is optional.

1. From the **Configuration Menu**, open **Transaction Codes**.
2. Click to **Edit** a transaction code.
3. Go to the **Translations** tab.![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/cfgmgrtransactioncodesproperties05.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A17%3A59Z&se=2026-11-03T23%3A17%3A59Z&sr=c&sp=r&sig=2uMw1DuDm7I9Q4M4mPRPIwGX4gjH4Z3iYagOEUZKLbE%3D)For every transaction code you have created in the Codes tab, you find a new row under the secondary language.
4. Enter **Menu Text**, **Report Text**, and **Short Code** in the secondary language. The following table summarizes the options under **Transactions Codes > Translations**:

| Translations Option | Description |
| --- | --- |
| Secondary Languages | Choose one of the secondary languages selected in the transaction codes Properties tab. When you select a secondary language, **8x8 Configuration Manager** changes the title of the **Menu Text** text entry area described later in this table. |
| Primary Language | A read-only list of transaction codes created in the Codes tab, and as written in the primary language. |
| Menu Text (secondary language ID) | Choose a secondary language, and type the string in that language. **8x8 Agent Console** displays the menu code in the secondary language. |
| Report Text | Choose a secondary language, and type the string in that language. **8x8 Agent Console** displays the report text in the secondary language. |
| Short Code | Choose a secondary language, and type the string in that language. **8x8 Agent Console** uses the short code when displaying the code's short identifier. |
| Active | Shows the Active list of transaction codes. |
5. Select **Save** to save the translated codes.

**Assign the Agent Groups and Queues**

The Assignment tab enables you to select agent groups or queues to assign the code list. Based on your choice of assignment type in properties, the list of agent groups or queues setup in the tenant show up.

1. From the **Configuration Menu**, open **Transaction Codes**.
2. Click to **Edit** a transaction code.
3. Go to the **Assignments** tab and enter the required values. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/cfgmgrtransactioncodesproperties06.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A17%3A59Z&se=2026-11-03T23%3A17%3A59Z&sr=c&sp=r&sig=2uMw1DuDm7I9Q4M4mPRPIwGX4gjH4Z3iYagOEUZKLbE%3D)
4. Select an agent group or a queue from the list. OR Select the **Assign All** check box to assign all groups or queues in the list.
5. Click **Save** to finish defining the code list.

> [!NOTE]
> Note:
> 
> A transaction code list is not functional until activated and assigned.

## 

## Edit and Delete Transaction Codes

You can edit or delete existing transaction code lists at any time.

**To edit a transaction codes list:**

1. From the **Configuration Menu**, open **Transaction Codes**. A list of existing codes appears.
2. Select the code list you want to edit, and click ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon_edit_18x18.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A17%3A59Z&se=2026-11-03T23%3A17%3A59Z&sr=c&sp=r&sig=2uMw1DuDm7I9Q4M4mPRPIwGX4gjH4Z3iYagOEUZKLbE%3D).
3. Navigate through the tabs to make the desired changes.
4. **Save** your changes.

**To delete an existing transaction code list:**

1. Select a code list from the list, and click ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon_delete_18x18.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A17%3A59Z&se=2026-11-03T23%3A17%3A59Z&sr=c&sp=r&sig=2uMw1DuDm7I9Q4M4mPRPIwGX4gjH4Z3iYagOEUZKLbE%3D). You are prompted to confirm your action.
2. Click **Ok** to delete the list.

> [!NOTE]
> Note:
> 
> You cannot recover a deleted list.