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Tagging chat conversations

Learn how to track chats using tags.
How to create Tags for Live chats?

Tags can be used to keep track of different types of live chat conversations, i.e. leads, spam, potential lead, etc... Let's see how we can create tags:

      1. Navigate to Settings -> Social inbox -> Tags and create Tag(s) for everyone and/or for specific teams.

      2. Name your Tag and click on Okay.

      3. Save settings.

How to tag a Chat?

Tagging chats can be helpful in statistics and in keeping track of different types of chat interactions. Once tags are created, you can easily tag each and every chat via the Chat dashboard:

     1. Navigate to the Chat dashboard and select a chat.

     2. Scroll down to the Tags section in the right side panel and click on the drop down menu. Select one or more tags according to your preference.

Check out the next article to know more about auto team transfers.