Tags Manager's Guide

As a Livechat Manager, you can set Tags to be assigned to the livechat conversations by the agents. Tags can be used later for easy searching and sorting of livechat conversations.

To access Tags settings:

  1. Go to Tags in the omnichannel panel settings, as shown below:

  1. Click the Add button, as shown below:

  1. Name your new Tag.

  2. Give a description:

5.Select the department the new Tag belongs to, as shown below:

6.Hit Save.

Now, the Marketing Support department's agents will have the option to set a Sales Lead tag to the conversation if they want while closing it.

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