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Conversation Tags

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Conversation tags label what a conversation was about, such as "Fees and scholarships" or "International". Use the Conversation tags screen to choose the tags for a service, sort them into groups, and describe when each one applies.

The same tags are used in several places:

  • Human Handoff: agents add tags from the tag menu while they handle a chat.
  • AI tagging: when it is on, the AI adds tags as the visitor chats, so conversations that never reach an agent are tagged too.
  • Insights, the Analytics API and your CRM: tags are saved with each conversation and can be written to HubSpot or Marketo. See Visitor Profiles and CRM.

Opening the screen

On the home page, open the service's Configuration & Design menu and choose Conversation tags. Admins can also click Manage tags at the bottom of the tag menu on the Human Handoff desk.


AI tagging

Turn on Let the AI tag conversations to have a small AI model add tags after each visitor message. It:

  • only uses tags from this screen, and follows each tag's description;
  • skips tags with AI can apply turned off;
  • never removes a tag, and does not add back a tag an agent removed;
  • stays out while an agent holds the conversation.

Turn AI can apply off for tags that depend on what happened rather than what was said, such as "Abandoned", or that need an agent's judgement, such as "Other".


Groups

Groups keep a long list easy to scan. Each group has a name and a colour, and every tag in it uses that colour on the desk.

  • Add group adds an empty group. Type its name, then pick a colour from the swatches or the colour picker.
  • Drag a group by its handle to change the order. Agents see the groups in this order.
  • Deleting a group never deletes its tags. They move to Other tags.

Tags in Other tags have no group. Agents see them last, in grey.


Tags

Each tag has:

  • Label: what agents see, up to 40 characters, with no semicolons. Labels must be different from each other.
  • Description: when to use the tag, up to 300 characters. Agents see it when they hover over the tag, and the AI follows it. Short names like "UG" or "RPL" especially need one.
  • AI can apply: whether the AI tagger may add this tag.
  • Group: choose a group from the list, or drag the tag into another group.

Under the label is the tag's id, which is saved with each conversation. The id is created from the label when you first save, and it never changes after that. So you can rename a tag without splitting its history in Insights or your CRM.

Deleting a tag removes it from the menu. Past conversations keep it, shown as a plain grey label.

Paste a list

If you have tags in a document, click Paste a list. Paste one tag per line, with the description after a colon:

RPL: Recognition of prior learning and credit transfer
Application: How to apply, the application process and deadlines

Numbering such as 1. is ignored, and labels already on the screen are skipped. Choose a group to add them to (or create a new one), check the result, then save.


Preview and saving

The What agents see panel shows the desk's tag menu with your groups, colours and descriptions as you edit.

Click Save Tags when you are done. The desk and the AI tagger use the new tags straight away.

A service can have up to 100 tags in up to 20 groups. A conversation can carry up to 12 tags.

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