Overview

Intro

• This feature lets you automatically assign tags to contacts based on keywords found in your chat history.

Steps

[Embed a Storylane here]

Tagging People Based on Message History.mp4

Please follow the step that provided below:

1. Access the Tagging Feature

• Open the Contacts section within your app.
• Locate the three-dot menu in the top right corner and tap it.
• From the menu, select "Tag by Message History."

2. Set Up Your Tagging Criteria

• In the "Message Text" field, enter the specific keywords (e.g., "Insurance") that should trigger the tag assignment.
• Choose a relevant tag from the existing list or create a new tag to categorize the contacts.
• Use the "Include" option to filter messages: all messages if direction doesn't matter, only sent by me or only received by me.
• Optionally, define a specific date range (e.g., past month) to focus on recent interactions for tagging.

3. Apply the Tags

• Once you've set up your criteria, click the "Tag" button.

4. Tagging Completion

• A success message will appear once the tagging process is complete.

<aside> ❗ Please note: If you're tagging a large number of contacts, there might be a wait time of up to 2 minutes.

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