🏷️Tags & Organization

Tags help you organize conversations, users, and leads inside Operator AI, making it easy to filter, prioritize, and automate smarter.

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🏷️ What Are Tags?

Tags are simple labels you can attach to:

• Conversations (e.g., “VIP”, “Escalated”, “Bug Report”)

• Users (e.g., “High Value Lead”, “Demo Scheduled”)

• Automation Triggers (based on user behavior or Flow outcomes)

✅ Tags allow you to segment audiences, track trends, and automate responses.

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🛠️ How to Create and Use Tags

1. Log into your Operator AI Dashboard.

2. Open any Conversation or User Profile.

3. Click Add Tag.

4. Enter a new tag name or select an existing one.

5. Save — and optionally use tags in Automations or Inbox filters.

✅ Tags are unlimited and can be added manually or automatically via Flows and Automations.

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🧹 Tagging Examples

Tag	Example Use
VIP	Mark high-priority users for faster agent response.
Product Feedback	Collect conversations with product suggestions.
Lead - High Intent	Leads who requested demos or pricing.
Refund Request	Customers asking about cancellations/refunds.
Follow-up Needed	Users who need action after the conversation ends.

✅ Consistent tagging unlocks powerful automation and reporting.

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📋 Best Practices for Tagging

Tip	Why It Matters
Create a tagging strategy early	Keeps your data organized and prevents chaos later.
Use clear, simple tag names	Easier for agents to apply and search.
Automate tagging through Flows	Tag users automatically based on behavior or answers.
Review and clean tags quarterly	Remove outdated or unused tags regularly.
Combine tags + department routing	Smarter workflow automation (e.g., "VIP" → Sales Dept).

✅ Tagging = invisible superpower for conversation management.

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🧠 Advanced Tagging Ideas

Advanced Use	How It Helps
Score leads based on tags	“Demo Requested” + “VIP” → Priority Sales Follow-up.
Trigger Automations from tags	Automatically send nurture emails or surveys.
Analyze tag usage	See which issues, products, or objections happen most often.

✅ Tagging insights drive smarter growth and support strategies.

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🛟 Need Help?

• Follow the Tagging setup guides inside this documentation.

• Contact [e-mail] if you want help creating a smart tagging strategy.

• Ask your Success Manager for tag clean-up best practices.

✅ We’re here to help you keep your conversations clean and organized.

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🎯 Next Step

👉 Continue to Internal Notes →