What is AI Tagging? AI Tagging allows your AI Agent to “listen” to conversations and automatically apply labels based on the context. This helps you filter chats later for analytics or follow-up without manual sorting.
Default System Tags
By default, the AI Agent comes equipped with three essential tagging capabilities that require no configuration:- Language: Automatically detects and tags the language the customer is speaking (e.g.,
English,Spanish,Indonesian). - Priority: Analyzes the sentiment and urgency to tag conversations as
High,Medium, orLow. - Intention: Summarizes the user’s goal (e.g.,
Support,Sales,Inquiry).
Creating Custom Tags
You can create specific tags to track product interest, campaign success, or specific customer types.
1
Add a New Tag
- Navigate to **AI Studio Sidebar **> AI Tagging.
- Click the Add new tag button in the top right corner.
2
Configure the Tag Logic
Define how the AI recognizes and labels the specific topic.
1. Label Name
1. Label Name
Give your tag a unique internal name.
- Example:
Smartphone_Interest
2. Label Description (The Prompt)
2. Label Description (The Prompt)
This is the most critical step. You must tell the AI what to look for. Think of this as a mini-instruction.
- Example: “Identify the specific smartphone model the customer is asking about or interested in buying.”
3. Values (The Output)
3. Values (The Output)
List the specific tag values the AI is allowed to apply. If the customer mentions a model, the AI will pick the matching value from this list.
- Example:
iPhone 15, Samsung Galaxy S24, Google Pixel 8, iPhone 14
3
Save
Click Save to activate the tag. The AI will now scan future conversations for these keywords and contexts.
Example Use Cases
| Goal | Label Name | Description | Values |
|---|---|---|---|
| Track Products | Laptop_Model | Identify which laptop the user asks about. | MacBook Air, Dell XPS, Lenovo ThinkPad |
| Lead Source | Referral_Source | Identify how the user found us. | Google, Facebook, Friend, Newsletter |
| Complaint Type | Issue_Category | Categorize the type of problem reported. | Shipping, Defect, Payment, Login |

