Auto-Tag Rule Templates
These Rules will automatically tag tickets based on specific conditions. Each template can be customized to better suit your business needs.
Primary Categories
Automatically tag tickets based on their topic.
VIP customers
Automatically tag tickets based on their topic using Shopify data to determine VIP criteria.
Social sentiments
Automatically tag tickets based on the customer's sentiment.
Return/Exchange Scenarios
Automatically tag tickets that relate to exchanges or returns.
Discount/Promo Request
Automatically tags tickets that relate to discount requests.
Business hours
Automatically tags tickets depending on when they were created - during or outside of business hours.
Mention in an internal note
Automatically tag tickets with an agent's name if they're mentioned in an internal note.
Feedback
Automatically tags tickets from customers giving feedback with a different tag depending on whether the feedback is positive or negative.
Question
Automatically tag questions that come through social media channels.
Negative
Automatically tag tickets that come through social media channels that are negative.
Positive
Automatically tag tickets that come through social media channels that are positive.
Neutral
Automatically tag tickets that come through social media channels that aren't positive, negative, or questions.
Leads
Automatically tag tickets that may be sales leads coming through social media.
Shopping Scenarios
Automatically tags tickets that relate to shipping, with a different tag depending on the order status in Shopify.
Potential Customers
Automatically tag tickets that are product questions from customers who haven't made an order yet.
Subscription Cancel/Change
Automatically tags tickets that relate to canceling or changing a Recharge subscription.
Order Management
Automatically tags tickets generated through Order Management in Automate.