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Inbox Tags

Fatma Sayed
Updated

This guide explores Inbox Tags, a helpful feature within the WideBot platform designed to streamline your workflow and improve conversation management.

 

What are Inbox Tags?

Think of Inbox Tags as labels you can add to your conversations. These tags categorize and filter conversations based on specific criteria, allowing you to easily identify and prioritize relevant interactions, like:

  • Topic: Group conversations by subject matter (e.g., "Billing Inquiry", "Product Feedback")
  • Client Type: Organize conversations based on client categories (e.g., "New Customer", "Enterprise Account")
  • Project Phase: Track conversations related to specific project stages (e.g., "Onboarding", "Development")

 

Benefits of Using Inbox Tags

  • Enhanced Organization: Tags help categorize conversations by topic, client type, or any other relevant criteria, making it easier to locate and manage specific conversations.
  • Improved Prioritization: Tagging conversations helps you quickly focus on urgent issues and ensure timely responses.
  • Streamlined Workflow: Easily filter conversations based on tags, saving time and effort when searching for specific interactions.
  • Efficient Teamwork: Collaborate effectively by assigning tags to conversations needing colleagues' attention, fostering better communication and task delegation.

 

How to create Inbox Tags

Note: Only the "Inbox Seat" owners can create tags.

  1. Navigate to the Settings tab.
  1. Go to Team Manager.

Team Manager_WB.png

  1. Select "Inbox Tags".

Inbox tags_WB.png

  1. Click on "Add Tag".

+ Add Tag_WB.png

  1. Name your tag and click Save Changes.

Give it a name and save_WB.png

Note: You can add up to 500 tags.

 

Edit Tags

You can view all created tags, along with their creators and creation dates. all created tags_ WB.png

Renaming tags is simple, just click the edit button to make changes.

Edit tags_ WB.png

 

Delete Tags

Remove unnecessary tags using the delete feature.

Delete tags_ WB.png

 

Simple Steps to Tagging Conversations

  1. Navigate to the specific conversation you want to tag.

Navigate to the specific conversation you want to tag_WB.png

  1. Look for the Tag list within the user information interface.

Look for the Tag menu_WB .png

  1. Select a tag from the list.

Select an existing tag from the list_WB.png

 

Additional Tips

  • Create Clear Tags: Use simple, descriptive tags that everyone understands.

  • Standardize Tag Names: Agree on common tag names with your team to keep things consistent.

  • Regular Tag Review: Periodically check your tags. Remove unused ones, rename unclear tags, and merge duplicates.

  • Search by Tags: Use the search function to filter conversations based on tags for easy access.

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