User tags and segments
User tags provide a quick and easy method of segmenting your live chat users and conversations. You can add and remove tags automatically by using specific blocks in the virtual assistant skill, or manually in the customer profile in the live chat CRM. Later, these tags can be used to segment your customers when broadcasting messages.
By default, tags are shown only in the user's profile. You can turn on tags displayed in the audience overview by flipping the "Show tags" switch on top.
Displaying user tags in the live chat CRM / conversations overview.
To assign or remove a tag to a specific user, the agent should open that user's profile in the CRM. The tags can be found in the user profile column on the right, and adding/removing them is quite straightforward:
dnd removing user tags in the live chat CRM
Let’s look into a simple example of tagging feature. Imagine that you’re building a lead generation bot for a marketing agency and you want to segment your users into two categories – those who requested a quote (let’s call them “warm leads”) and those who were checking your portfolio (let’s call them “cold leads”).
First, let’s use ADD TAG block to tag “cold” leads immediately after they trigger the “portfolio” skill:
Adding a tag to the chatbot user
Assigning tag to a user automatically
Now, when users interact with that skill, they will be tagged as “cold” leads. Don’t forget to toggle the “Show tags” switch in the "Conversations" menu to display it:
Displaying user tags in the live chat CRM
Later, if the same user is requesting a quote through the chatbot, you can tag him/her as “warm” lead, removing the “cold” tag at the same time with REMOVE TAG block:
Removing one tag and adding another