Tags

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What are Tags?

The Tags section in TelaviOneChatAI allows you to create and manage custom labels that help you organize and categorize conversations within the Inbox. Tags provide a flexible way to mark and track chats based on status, priority, customer type, support category, or any custom logic that suits your business workflows.

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Benefits of Tags

• Better Chat Organization — Group conversations based on relevance or context to manage your inbox more efficiently.
• Quick Filtering — Instantly search and filter chats by tags for faster response and resolution.
• Custom Classification — Tailor tags to match your internal workflows, such as “High Priority”, “Lead”, “Issue”, etc.
• Bulk Actions — Apply or delete multiple tags at once to save time on admin tasks.

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How to Create and Manage Tags

1. Log in to your TelaviOneChatAI account.
2. From the left-hand sidebar, scroll down and click on “More”, then click on “Tags”.
3. You will see a table listing all your existing tags, including:
   • A Select column to choose one or more tags.
   • The Tag Name column showing the tag label.
   • The Actions column with Edit and Delete options.
4. Click “Create Tag” in the top-right corner. A modal will appear where you can:
   • Enter the Tag Name.
   • Click “Create Tag” to save, or “Discard” to cancel.
5. Search Tags — Use the search bar at the top to quickly find a tag by name.
6. Bulk Delete Tags — Use the checkboxes in the Select column to choose multiple tags and delete them all at once using the Select All option.

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FAQs

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