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Auto-Tag Rule Best Practices

You can use your Rules to add Tags to a ticket which will help you sort them into Views and organize your workflow based on your needs.

Key Practices
  • Cancel order
  • Urgent order edit
  • Tag tickets based on integrations
  • Identifying language in tickets
  • Facebook and Instagram comments
  • Exclude emails in Klaviyo

These practices will help you efficiently manage and categorize your tickets, ensuring that they are handled by the appropriate team members.