Summary
Tags in WATI help you categorize conversations based on customer issues, making it easier to organize and retrieve them later. By adding relevant tags, you can quickly filter and manage conversations efficiently. This guide walks you through the steps to add tags to a conversation in WATI.
Instructions
How to Add a Tag to a Conversation
By default, new conversations do not have any tags. You can add a tag based on the customer's issue or select one from your previously used tags.
Steps to Add a Tag:
Open a conversation in WATI.
Locate the Tags section.
Click on the input field under the Tags title.
Type the name of the tag you want to add.
Press Enter to save the tag. Once added, the tag will be associated with the conversation and can be used for searching and filtering in the future..
Searching for Existing Tags
If you have previously used tags or created tags in the Settings section, you can search for them instead of creating new ones:
Click on the input field under the Tags title.
Start typing the tag name.
Select the matching tag from the dropdown list. This ensures consistency and avoids duplicate tags. By using tags effectively, you can keep your conversations well-organized and improve your team's workflow.
Frequently Asked Questions (FAQs)
General Questions
What are tags in WATI? → Tags in WATI are labels that help categorize conversations based on customer issues. They make it easier to organize, filter, and retrieve conversations later.
Why should I use tags for conversations? → Tags allow you to quickly find related conversations, track common issues, and improve workflow efficiency by organizing customer inquiries systematically.
Adding and Managing Tags
How do I add a tag to a conversation? → To add a tag:
Open a conversation in WATI.
Locate the Tags section.
Click on the input field under Tags.
Type the tag name and press Enter to save it.
Can I add multiple tags to a single conversation? → Yes, you can add multiple tags to categorize a conversation under different topics or issues.
How do I search for existing tags instead of creating a new one?
Click on the input field under the Tags title.
Start typing the tag name.
Select the matching tag from the dropdown list. This helps maintain consistency and prevents duplicate tags.
Can I edit or remove a tag after adding it? → WATI does not currently support editing tags directly within a conversation. However, you can remove an incorrect tag and add a new one if needed.