Yes, during chats, agents can classify customers by adding tags, attributes, and notes. For example, you can tag a customer as “VIP” or add a note about their preferences. These can later be filtered using the chat search option to quickly find specific conversations or customer types.
Can agents add tags, attributes, or notes to customer conversations?
Updated on 13/05/2025
< 1 min read
Updated on 13/05/2025