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Can I auto tag conversations based on keywords?


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Can I tag a conversation automatically if a customer’s reply contains certain keywords?

Best answer by Eric Fitz

Under Settings > Inbox Automation you will find Inbox Rules. From here, you can create a new rule to tag a conversation if it contains certain keywords.

 

When creating a new rule, select the event "A customer sends any reply".

 

Then, in the conditions for your rule, select Message Content, and define the keywords you want this rule to target.

 

Then, choose the action Tag conversation. Save your rule, and you're good to go!

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2 replies

Eric Fitz
Employee
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  • Employee
  • 1630 replies
  • Answer
  • August 12, 2020

Under Settings > Inbox Automation you will find Inbox Rules. From here, you can create a new rule to tag a conversation if it contains certain keywords.

 

When creating a new rule, select the event "A customer sends any reply".

 

Then, in the conditions for your rule, select Message Content, and define the keywords you want this rule to target.

 

Then, choose the action Tag conversation. Save your rule, and you're good to go!


  • Active User
  • 10 replies
  • June 30, 2022

Hello @eric f11​ ! Does this work also for responses submitted with typeform? Example of conversation 120821400409474. If should not work, I have some way to tag this kind of conversations? Any tip?

Thank you in advance!


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