General Settings - Tags

Tagging a chat means that you can add specific labels that help define what it was about. Access this page by going toSettings>>General Settings>>Tags. Tags help you in segmenting the chat better; for example, an agent can ‘tag’ a conversation as ‘support’ - meaning the customer required support.  

If you choose to require tags,  you will make it mandatory for users to enter tags before they close the chat, and pop up a reminder that will appear to enter tags if they are not present.

To Create a New tag, click on the New Tag button and just set the trigger name and click “Save,” this tag will now be available to use during conversations. Tags are also a filter available in Profiles. 

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