Summary
This article explains how to automatically tag chats and send them to the right team or agent.
Why Auto Tagging Is Useful
Tags help you:
- Track lead stages
- Filter conversations
- Trigger future actions
How Auto Tagging Works
Tags can be added based on:
- Keywords
- Chatbot answers
- Campaign source
Example:
If user selects “Sales” → add tag: Sales Lead.
Auto Routing Using Rules
Routing can be based on:
- Tag
- User input
- Agent availability
This ensures chats reach correct team quickly.
Benefits of Smart Routing
- Faster response
- Less manual work
- Better customer experience
