Introduction

Automating the tagging of conversations in Richpanel can enhance your support team's ability to categorize and prioritize customer interactions. By setting up an auto-tagging automation rule, you'll be able to automatically label conversations based on specific criteria, ensuring that they're easily searchable and sortable. This guide will demonstrate how to implement this valuable automation.

Prerequisites

Steps to Set Up an Auto-Tagging Rule in Richpanel

Step 1: Access the Automation Rules Screen

1. Sign into your Richpanel account.
2. Go to Settings > Automation > Automation Rules. This is where you can control your automation settings.

Step 2: Initiate a New Automation Rule

1. Select the Create Rule option to start crafting a new rule.
2. Name your rule descriptively, like "Auto-Tagging for Refund Requests," to easily identify its function.

Step 3: Specify "When" Conditions

1. Choose the trigger events in the "When" section, such as when a customer message is received.
2. This will dictate when the rule is checked for potential execution.

Step 4: Establish "If" Conditions

1. Set conditions in the "If" section to narrow down the rule's application, such as if the message includes words like "refund" or "return."
2. These details make sure that the rule is applied precisely and only in relevant situations.

Step 5: Set the "Action" for Auto-Tagging

1. In the "Actions" segment, select the "Add Tag" option from the list.
2. Choose or create a tag that will be automatically added to conversations that meet the "When" and "If" criteria, such as "Refund_Processing."

Step 6: Save and Implement the Rule

1. Double-check the configurations of your auto-tagging rule.
2. Hit Save and then Activate to put your new auto-tagging rule into operation.

Conclusion

Setting up an auto-tagging rule in Richpanel is a straightforward process that brings efficiency and order to managing customer conversations. With the rule activated, your team can focus more on solving issues rather than organizing them, ensuring that each conversation is tagged for quick reference and follow-up.

• Introduction
• Prerequisites
• Steps to Set Up an Auto-Tagging Rule in Richpanel
• Step 1: Access the Automation Rules Screen
• Step 2: Initiate a New Automation Rule
• Step 3: Specify "When" Conditions
• Step 4: Establish "If" Conditions
• Step 5: Set the "Action" for Auto-Tagging
• Step 6: Save and Implement the Rule
• Conclusion