How to add tags to conversations?​

LimeChat enables seamless tagging of conversations through automated bot tagging and manual agent tagging

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How Tags are Added

1. Automatically (by the bot) : Tags are auto-assigned to all the conversations handled by the bot.

These tags come from the backend and not from the Settings section. The labels can be removed by clicking on the cross icon against the respective labels. The names of these labels cannot be edited.

1. Manually (by agents) — An agent can easily assign labels to any conversation by following the below steps:

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Steps to Add Tags​

1

Navigate to Tickets section and open the desired conversation

2

Click on + icon in the right panel under Tags

3

Choose required tag/s from the pop-up (these get saved even if you directly close the pop-up)

While assigning tags to conversations, make sure the relevant tags are only assigned. For example, if the conversation is about order_cancellation, then add labels pertaining to order cancellation only.

To remove the labels assigned by bot/agent, click on the cross icon against the respective label.

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FAQ'S

Where can I manually add tags to a conversation?

Tags can be added in the Tickets section by selecting the conversation and clicking the + icon in the right panel under "Tags."

Do tags get saved automatically after selection?

Yes, once you choose a tag from the pop-up, it gets saved even if you close the pop-up.

Will tags affect how conversations are categorized or filtered?

Yes, tags help in categorizing and filtering conversations, making it easier to retrieve related discussions later.

Are manually added tags visible to all agents?

Yes, any tags added by an agent will be visible to all agents handling the conversation.