Tags

    Overview

    Tagging is a powerful feature in Chat360’s Live Chat module that allows agents and administrators to label conversations with specific identifiers. This helps in organizing, filtering, and retrieving chat rooms efficiently based on topics, departments, use cases, or testing environments.


  • How to Assign a Tag?
    1. Open a chatroom in Live Chat.
    2. Click on the hamburger menu (≡) in the chatroom header.
    3. Scroll to find the "Tags" section.
    4. Select an existing tag (e.g., test1, test2, test3) or type a new tag to create one.
    5. Click to assign the selected tag to the chatroom.

  • Managing Tags
    1. Navigate to Configuration Settings → Tags and Attributes
    2. From here, Admins can:
      • Create new tags based on emerging needs
      • Edit existing tags to update naming conventions
      • Delete old or redundant tags to maintain clarity


  • Benefits
    • Quickly filter conversations by tag in Live Chat.
    • Enable targeted campaign follow-ups based on tagged user interest.
    • Streamline agent performance reviews by isolating specific conversation types.
    • Enhance data exports and analytics by grouping chats using consistent tags.

  • Use Cases:
    • Categorize chats as “Payment Issues,” “Order Queries,” “Technical Support,” etc.
    • Assign “test2” for internal testing done by Agent A.
    • Use “test3” for follow-up testing performed by Agent B.
    • Apply “High Priority” tags for escalations or unresolved issues.