This section will guide you on how to create new tags.
To create a new tag:
- Navigate to the Directory interface from the dashboard navigation pane.
In the Tags interface, click Create New Tag at the top right-hand side corner.
- This action will launch the Create New Tag wizard with the following sequential workflow:
- Select for the function the tag should be available
- Call and Chat
Tag Default Name
- Upload tag Icon, set its display name and description (optional)
- Another tag name can be created in a different language
Tag with multiple destination route inquiries to the succeeding destinations if the first one is unavailable or has timed out.
By having multiple destinations route to a Tag, missed inquiries can be minimized.
Add a Destination
- To add a destination, click on the (+) button located at the right side of the Add Destination
- A pop-up window will show to select from the created destinations
- Search or scroll up/down the destination list, select a destination and click Add
Remove a Destination
- To remove an added destination, click on the bin icon
- A pop-up window of confirmation for the removal of destination
- Click Remove
Create a Destination
To know how to create a destination, refer to How to Create a New Destination section of this Guide.
Note: You can add up to five destinations per tag.
Sticky Routing is a relationship established between a visitor and a specific agent that creates a bind so that the next inquiry of this visitor will directly route to the same agent.
Enable Sticky Routing
- Switch on the grey disabled toggle button on to enable the Sticky Routing function.
Disable Sticky Routing
- Switch the green enabled toggle button off to disable the Sticky Routing function.
The QR code and web link for Call and Chat Inquiries are auto-generated upon the successful creation of a Tag.
It is trigger metadata that treats keywords as criteria to show or hide the tag. If left blank, the tag will appear by default in the Tag Directory.
For detailed instructions on how to set a conditional trigger to a tag, see the Tag Conditional Trigger section of this Guide.
Add two or more destinations to your tag to use the Routing Rules and have your staff to provide 24x7 support or according to your customer service support operation.
See the Routing Rules section of this Guide to know how to use the routing rules, and which type (Percentage Routing of Time-based Routing) is best to use for your customer service teams or groups.
Updated 29 days ago