Use Tags to Categorize Conversations
Tags in Richpanel serve as an invaluable tool for categorizing conversations and customer profiles, making it easier for you to organise, search, and prioritise support tasks.
Conversation Tags
Conversation tags help you classify interactions based on their content, urgency, or any other criteria you find useful. Here's how to add them:
Steps to Add a Tag to a Conversation
- Open the conversation you want to tag.
- Click on the "Tag" icon located in the conversation toolbar.
- Select an existing tag from the dropdown menu or create a new one.
- Click "Apply" to attach the tag to the conversation
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Customer Tags
Customer tags are useful for categorising customers based on their preferences,order value, behavior, or any specific attributes. To add customer tags, follow these steps:
Steps to Add a Tag to a Customer Profile
- From within any conversation with the customer, access the customer's profile you wish to tag from the customer sidebar.
- In the customer profile, look for the section that contains customer details, including previous orders, interactions, and more.
- Within the customer details, click on "+" button.
- You will be presented with a field to type in new tags or select from existing tags. Enter or select the tags that best categorise this customer.
Steps to Create a Tag
- Go to the Tags Section:
- Log in to your Richpanel account and navigate to the settings ⚙
- In the settings menu, find and click on the "Tags" option. This will take you to the Tags management page.
- Create a New Tag:
- Click on the "Add Tag" button or the "+" icon.
- Enter the name of your tag in the provided field. Choose a name that clearly describes the purpose of the tag, such as "Urgent," "Billing Inquiry," or "Product Feedback."
- After naming your tag, click "Enter ↩️” to save the created tag.
Importance of Using Tags
- Streamline Workflow: Tags allow you to easily sort and filter conversations, helping you focus on specific categories of inquiries.
- Improve Organization: Keep your inbox organized by labeling conversations according to their type, priority, or status.
- Enhance Reporting: Tags can be used to generate reports based on the types of conversations you handle, providing insights into customer interactions.