Conversation Tags
Conversation Tags
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1. Introduction
Conversation tags allow you to track conversation outcomes other than emails captured and meetings booked. Tags are vital for organisations with high chat volume, to track aggregated data and conversation trends.
2. Click "Settings"
To start, click on your Profile in the bottom left corner, then click on Settings.
3. Go to "Conversation Tags"
Go to Chat Settings, then click on Conversation Tags.
4. Select "Create New Tag"
Select "Create New Tag" in the upper right corner.
5. Fill in tag information
This pop-up modal will appear. Create a tag name and description, then decide if you'll use the tag in a conversation group. Hit "Create Tag."
6. Click "+" to create a tag
Conversation tags can also be created directly from the Tag Conversation Skill within the bot builder. To do this, drag and drop the Conversation Tag skill into your bot flow, then click the purple "+" on the right of the pop-up.
7. Edit/Delete tags here:
You can edit or delete any tag from the hamburger menu on the far right of each tag.
8. Searching and filtering tags
Search for conversation tags by name or sort alphabetically by name, description, or conversation goal status. You can also sort tags alphabetically by clicking on the arrow next to "Tag Name," in the upper left section of the screen.
