Tags

With Triochat, managing customer conversations becomes much more efficient, thanks to the use of tags. These tags serve as customizable labels that you can apply to customer chats either during or after a conversation. By categorizing interactions in this way, your team can easily identify the nature of each chat and ensure it is promptly assigned to the most suitable team or agent.

Beyond simple organization, tags in Triochat open up a range of possibilities for streamlining communication. They allow you to segment your customer base, so you can send targeted broadcasts and messages to specific groups, making your outreach more relevant and effective. Additionally, tags can be used to automate the assignment of chats, ensuring that inquiries are always routed to the right people without manual intervention.

Overall, Triochat's tagging system helps your business deliver faster, more personalized support, while also improving internal workflow and collaboration. By leveraging tags, your team can stay organized, respond more quickly, and ultimately provide a better experience for your customers.

To add tags, do this:

Go the chat to which you want to add a tag.
Click on the side panel. Look for the Tags icon and click on it.
Click Add New.
Name the tag. For eg. Prime Customer.
You can click on the colour of your choice from the given options.
Click on the tick to save.
There is one more option to add tags separately from the leads. Go to Settings > Tags (from the side panel) > Add New Tag. This will add tag in common, so when you are creating/ editing the new lead, you can add the tag.

If you wish to remove tags, go to the contact for which you want to remove the tag by clicking on it. Open the side panel and click on the cross button to remove the tags. Click on cross button if you wish to delete more tags.

If you wish to remove tag for multiple customers, the best way to do this is from the settings which you can access by going to Organisation Settings and then clicking on Tag name you want to delete.