Tags can also be an easy way to organize your conversations, contacts, and companies. It can also act as a quick finder that can help you find your desired conversations, contacts, and companies faster.
Let's take an example: If you have to find all the prospects who landed on your site, all you have to do is go to the Leads section in the visitors module, select Contact tags as the criteria, and choose Prospect. Now, you can instantly view all the prospects who landed on your site.
Note: Tags should be assigned to the lead as prospect in-order for this to work.
Ask your operators to assign tags to conversations and visitors while conversing with them.
You can then create a custom view of just the visitors with the assigned tags and include various other criteria like date, CRM values, location, and the number of visits.
Now click on the more options (dots) next to the custom view name, and choose your desired option to schedule or export the contacts.
Make your automation workflow more effective by routing your visitors to the desired operators with visitor routing and chat routing using the tags as a condition.
For example: If you want to route all your chats from your VIP to a set of operators with high expertise, you can set a condition to do so.
User guides :
We hope you found this helpful. Speed up your workflow by using Tags right away! If you have further questions, please write to us at support[at]zohosalesiq[dot]com.