Tags
Organize conversations and contacts with reusable labels.
Use a test channel or sample conversation first. Confirm the visible result in ValueChat before applying the setup to production traffic.
How it works
- 01
Create common tags in Settings so the team uses consistent names
Create common tags in Settings so the team uses consistent names.
- 02
Allow AI to apply only approved tags for critical processes
Allow AI to apply only approved tags for critical processes.
- 03
If dynamic tag creation is enabled later, keep naming rules and audit it
If dynamic tag creation is enabled later, keep naming rules and audit it.
- 04
Use workflows to apply predictable operational tags
Use workflows to apply predictable operational tags.
What to verify
✓The expected channel, conversation, contact or execution is visible.
✓The assigned person or agent matches the routing rule.
✓No customer-facing message claims an action that failed.
✓Activity or execution history contains enough context to investigate.
Collect the workspace, channel, conversation and execution identifiers, then contact support@valuechat.app. Never send API keys or passwords.