Tags

Efficiently managing user interactions is crucial for any business. With Flexito's tagging system, you can categorise users based on type, situation, or status, allowing for streamlined communication and targeted actions. Whether you're guiding users through different steps or managing live chat interactions, tags provide a powerful tool for personalisation and organisation.

Categorise users by type, situation, or status to enhance management efficiency.

How to Create a Tag

Navigate to "Tags" in the left sidebar of your workspace.

This is your central hub for managing tags.

TIP: You can also create a tag by typing a new tag name and selecting it whenever you add a tag.

Adding or Removing a Tag

In the Action step, click on "Flow Actions" to find the "Add Tag" and "Remove Tag" options.

Using Tags in the Condition Step

Utilise the condition step to direct users with different tags to appropriate steps.

Managing Tags in Live Chat

In "Live Chat" on the left sidebar, you can manually add, remove, or check tags for each user.