Skip to main content
Answered

Workflow to add tags and assign to team inbox

  • March 13, 2025
  • 1 reply
  • 18 views

Forum|alt.badge.img

Hello!

 

I would like to create a workflow to:

1-Add tags to ticket directly in the ticket at “Details”: 

2-And identify the ticket by content or subject, and automatically add it to a specific team inbox

Best answer by conor

Hey! You can set this up using workflows at the moment, so you would need to: 

  1. Capture the information from the user by having them click buttons in a custom bot, like here:  https://community.intercom.com/conversations-9/how-to-perform-automatic-categorization-of-conversations-using-tags-2800
  2. use a workflow to assign to the appropriate team

Although, auto-categorisation via FIN is in closed beta so if you’re able to hold on, you may be able to minimise the setup cost and manual steps for customers when that switches to open beta

View original
Did this topic help you find an answer to your question?

conor
Innovator ✨
Forum|alt.badge.img+1
  • Innovator ✨
  • March 14, 2025

Hey! You can set this up using workflows at the moment, so you would need to: 

  1. Capture the information from the user by having them click buttons in a custom bot, like here: 
  2. use a workflow to assign to the appropriate team

Although, auto-categorisation via FIN is in closed beta so if you’re able to hold on, you may be able to minimise the setup cost and manual steps for customers when that switches to open beta


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings