Tagging Guide

1. Adding Tags: For Callback Requests

Tags help trigger workflows or improve organizational clarity. In this example, a tag is added when a user requests a callback.

Steps:

Access Tools Section:

• Navigate to the Tools & Abilities section on the sidebar.
• Select the Add Tag tool.

Create the Add Tag Tool:

• Assign a unique name (e.g., results or results_folder) in JSON format.
• Enter a description (e.g., "Call this tool when the user wants to see more results of our customers").
• Save the changes and add the tool to the assistant.

Define Automation:

• Navigate to the automation setup.
• Create a workflow where the tag is added when a user requests information.
• Set an action to send more information and link results via Email / SMS:

Message Example: 

"Hi Simeon,

As we spoke earlier, I'm sending results of our customers to serve as an inspiration of what's possible for us to accomplish together <3

Let me know which one is your favorite.

Best,
Simeon".

Purpose: When the user asks for the results of past clients, the tag triggers the workflow, ensuring proper follow-up and sending relevant information.

2. Removing Tags: For Conversation Closure

Removing tags ensures that users aren’t repeatedly contacted by bots after a conversation ends.

Steps:

Access Tools Section:

• Navigate to the Tools & Abilities section on the sidebar.
• Select the Remove Tag tool.

Create the Remove Tag Tool:

• Assign a unique name for the tag (e.g., remove_active_tag)
• Add a description (e.g., "Remove the active tag at the end of the conversation").
• Save the changes and add the tool to the assistant.

Automation Configuration:

• Set the remove tag action at the end of every conversation.
• Ensure this action is triggered regardless of how far the user progresses in the conversation flow.

Purpose: When the conversation concludes, the system removes the tag, preventing further automated interactions unless reinitiated by the user.

3. Automating Callback Notifications

Integrate the tag functionality into an automated workflow to notify the business owner.

Steps:

Trigger Setup:

• Trigger: Tag Added.
• Select the tag (e.g., business_owner_call).

Action Setup:

• Action 1 - Send SMS:

Example Message:  "A user requested a callback. Please call [contact_number]."

• Action 2: Additional actions like updating CRM or pipeline (if applicable).

Save and Publish:

• Save the trigger, actions, and publish the workflow.

Purpose: This ensures the business owner is alerted immediately when a user requests a callback.

Use Cases

• Callback Requests: Users can request direct communication with the business owner without interacting with AI.
• Post-Conversation Cleanup: Automatically remove tags to prevent repeated bot engagement.

Summary

By properly using add and remove tag functionalities, you can:

• Enhance communication between users and business owners.
• Prevent redundant interactions with bots.
• Improve workflow automation efficiency.