Using contact tags

Contact tags in selfless.chat are a feature that allows you to categorize and identify contacts based on specific characteristics, service status, or actions taken. They make it easier to segment users, filter conversations, and generate more accurate reports.

Where to Apply Tags

Tags can be added directly in the support interface, at the top of the conversation with the contact. Just click the + Tag button to open the selection panel.

Adding a Tag

Step 1: Locate the contact to whom you want to assign a tag and click the + Tag button.

Step 2: In the panel that appears, you can:

• Search for existing tags using the search field.
• Select existing tags by checking the box next to each one.
• Edit a tag name by clicking the pencil icon.
• Create a new tag by clicking the Add Tag button at the bottom of the panel.

Creating New Tags

By clicking Add Tag, you can create a custom tag. Choose a meaningful name for the tag, considering its future use in filters or reports (e.g., "VIP customer", "complaint", "post-sale", "interested in plan X").

Practical Uses of Tags

• Contact segmentation: filter contacts based on their assigned tags.
• History and context: make it easier to understand each conversation’s background.
• Campaigns and automations: use tags to identify specific groups and trigger personalized messages.
• Data analysis: improve report visualization by grouping data based on tags.

Best Practices

• Use clear and standardized tag names.
• Create internal naming conventions, such as prefixes or categories.
• Avoid creating too many duplicate or similar tags.
• Review existing tags periodically to keep your list organized.