Tags are a really handy way for your agents to summarise some key points of interest from each interaction. For example, a really simple one to use would be “Pre-Purchase” or “Post-Purchase” to identify whether the customer was using the chat for after-care or for help with their decision making. You can review which Tags have been applied via your Interaction Logs.
Once you’ve created your Tags… Take a look at our AI Auto Tagging Tools.
🛠️ How to set up Tags
Step 1: Open your Tags list
Select Settings → Tags → Create Tag.
Step 2: Create a new Tag
- Give your tag a name.
- Using the arrow buttons in the centre, select which of you queues the new tag should be available on
- Save with Create Tag button
Step 3: Edit your Existing Tags
- From your Tag List, click on the … menu to the right of your chosen Tag.
- From here you have the option to Edit, Delete or Hide your tag from the list the agents see.
