Tagging and Labelling
step-by-step guide on how to create and use tags/labels, along with their differences and usage:
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step-by-step guide on how to create and use tags/labels, along with their differences and usage:
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Was this helpful?
Navigate to the Bot Settings: Go to the Omni-Channel bot or any other bot in your workspace.
Access the Tag/Label Panel: On the left-hand side, you will see a menu where you can find the "Tags" and "Labels" panels.
Create a New Tag/Label:
Go to the upper-right corner of the tag/label panel.
Click on "New Tag" or "New Label".
You can assign a name and select a color to distinguish the tag or label visually.
To add a tag or label to a user, go to Live Chat interface.
Select the user, then in the the right-hand side panel, choose the appropriate Tag or Label and add it to them.
Tags are specific to individual bots and can't be used across multiple bots.
Labels are useful when you have multiple bots (e.g., WhatsApp bot, Facebook bot). You can filter users across different bots using labels.
For example, if you have several bots in your workspace and want to find all users under a particular label (e.g., "Label 1"), you can easily filter them across all bots using labels.
Tags, on the other hand, only work within each bot individually and are not usable for cross-bot filtering.