Tags
To use tags in Flows or other parts of the system it is recommended to explicitly configure them in the Tags Settings. This way both the system as well as you and your colleagues can understand what tags are set. Even the system tags are listed here.
Custom tags
To use tags in Flows or other parts of the system it is recommended to explicitly configure them in the Tags Settings. This way both the system as well as you and your colleagues can understand what tags are set. Even the system tags are listed here.
To make items in the Content section conditional to a specific state we use conditions. Conditions are based on the existence or non-existence of tags. Any flow node can be configured to set a tag when executed. Tags can also be set automatically by the system based on a context or system event.
Tag toggles
Get insights into your Bots performance by turning these toggles on (optionally):
Show as funnel on dashboard.
Show as KPI in dashboard.
Get insights and manage your Inbox by turning these toggles on (optionally):
Show as assignable in inbox (this will give you the opportunity to categorise a specific conversation into a designated inbox).
Show in inbox sidebar.
Get insights into your tag based conversation by turning these toggles on (optionally):
Show in tag analysis.
System tags
This paragraph gives an overview of all the tags that are set by the system.
| Tag | Explanation |
|---|---|
online | The conversation happens within office hours |
offline | The conversation happens outside office hours |
web_capable | The conversations happens on a web like channel (PWA, widget or studio) |
User tags
The following tags are automatically set based on the basic user fields for name, email, phone and language.
When you introduce new user fields, make sure to add a tag for them here too.
The remember option in ask choice, ask open, etc will store their value in the user object as well as set a user tag using the Assign-to property.
| Tag | Explanation |
|---|---|
user:phone | The phone number of the contact is known. |
user:name | The name of the contact is known |
user:email | The email of the contact is known |
CRM Tags
The use of specific tags can be used to quickly filter in your CRM. This way you ensure that you can create groups in your contact list using a tag. You can assign tags per user, but also in bulk (multiple) tags. For example, you could use this for quick filtering for a campaign.
Make sure to set the inbox tags as shown down below. You can set the tags via Contacts.
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