You can use tags to customize chat Topics and FAQs. 

 

1. According to the type of user

For example, you can show different topics to different types of users. For a premium user you can have a Topic called 'Expert Help', which will be displayed only to them when they log in. And you can have 'Customer Support' as a Topic which will be displayed to other users when they log in. 'Expert Help' Topic will not be visible to normal users and 'Customer Support' will not be visible to premium users. You can do all this by setting tags to Topics and the user type.

 

2. Based on the page/section they are in

You can also display Topics to users based on the section or page they are on. For example, if the customer is in the 'Returns' page/section, you can use tags to display only Topics related to returns or refunds in that page or section.

For setting up the tags mentioned in 1 and 2, please navigate to Admin settings > Channels > Chat Settings > Web Chat Topics.

- Click on the topic for which you'd like to add a relevant Tag.

- Scroll down to the bottom if your page and click on "Advanced settings"

- You can add your respective tags as shown here:

 

3. FAQs by Tags

There are two levels at which filtering can be done - FAQ category and FAQ articles itself by tagging the FAQ category or the specific FAQ article with tags. For example, there's a Payments page on a taxi booking app, instead of showing all the FAQs from other pages as well (say Trips, Bookings, Drivers, etc), with FAQ filtering you can display FAQs only related to payments here.

Note: If there are multiple FAQs then it will be displayed in the form of a list. If there is only one FAQ, that specific FAQ will be displayed directly.


To setup tags for FAQs, navigate to the FAQs icon on your left navigation bar.


- Click on the FAQ you'd like to add tags for.
- Add your Tags in the highlighted area.



- Don't forget to hit Publish to save changes.

 

4. Tags for 'Contact Us' button:

You can add tags to the 'Contact Us' button. When a customer clicks on the 'Contact Us' button inside a FAQ or category page of the app (before getting into the Chat SDK itself), all Topics will be shown. Instead, if they have to be directed to specific Topics, tags can be used on the FAQ list page. 

For example, take a food ordering app. A user has clicked on the app category 'Orders' and has some queries about 'Orders'. Instead of him directly speaking to an agent for an oft-asked question, adding tags will direct him to a set of FAQs relating to 'Orders'. It acts as a sieve by filtering out the customers who need direct contact versus the ones that do need to speak to the support team. If the FAQs answer his query, he will not contact the support team, thereby relieving them from a lot of loads.