Update contact tags

Apply useful labels to the shared customer record.

How it works

1. 01

   When to use

   When to use. A confirmed request or customer fact belongs to a repeatable category, such as an admission enquiry or follow-up need.

2. 02

   Set up permissions

   Set up permissions. Add the skill and select approved tags. Manage reusable tags in Settings → Labels. Use @ to insert linked allowed tags.

3. 03

   Example instruction

   Example instruction. Add @Admissions when the customer asks about enrollment. Remove it only if the customer confirms the enquiry is unrelated.

4. 04

   New tags

   New tags. Allow creation only when you want the agent to create missing labels, and specify naming rules. Otherwise it can only use the configured approved tags.

5. 05

   Variables

   Variables. Use $ for permitted saved customer values. A variable alone does not add or remove a tag.

6. 06

   What happens

   What happens. The application saves contact labels that the rest of the product can use. The skill does not automatically run a workflow unless a separate configured event/rule handles that change.

What to verify