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XCALLY section

Tools → Tags

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📋 What is a Tag?

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A Tag is a keyword or label that is used to categorize information for a better analysis.

For example, you can tag contacts in Contact Manager to easily filter contacts based on a specific interest.

You can also use Tags

in order

to categorize interactions (Email, Chat, SMS, and so on).

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The Tags Section

Create/Edit

💡 How it works

The Tags Section is under the Tools Menu bar:

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🔧 Manage a Tag

To create a new Tag you just click on the 

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(blue star) button, then you specify its name, description and color:

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The new tag is now available in the Tags List and from the Agent Omni Desktop interface (interaction/contact):

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To modify the Tag, from the Tags List:

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click on Image Modified and then on Edit Tag:

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(blue star) Filter by tag

As admin or agent, it’s possible to filter interactions by tag:

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You can:

  • select from the list one or more tags

  • select all tags

  • select untagged, to filter interaction without tags

(blue star) Tags on New Client Experience

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titleAVAILABLE FROM VERSION 3.42.0

If you enable New Client Experience, you can view this visualisation, with the list of created tags:

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you can:

  • search for a specific tag

  • clear all filters

  • manage columns, by selecting or not them

  • activate the advanced search for each field

  • create a new tag, by clicking on Add and indicate the relative name and identifying color

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