For example, every time one of our agents sends a message that contains the text: If you like this deal, just click “Continue with this offer” and we can get your deal started." I would like to auto tag that as "Offer sent" - is this possible?
Answered
Is it possible to automatically tag a user based on the message copy?

Best answer by Roy
Hello @jessica w11 , As @eric f11 mentioned you can use Macro to automatically tag the conversation.
Once you tag the conversation, you can use Zapier integration to tag user with the same tag:
Zap Trigger "Tag Added to Conversation" <> Zap Action "Add/Remove Tag on User".
If you need more information about this flow, just let me know I'II record some tutorial for you.
Reply
Rich Text Editor, editor1
Editor toolbars
Press ALT 0 for help
Join the Intercom Community 🎉
Already have an account? Login
Login to the community
No account yet? Create an account
Intercom Customers and Employees
Log in with SSOor
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.