Tags Feature

The Tags feature lets you attach one or more labels to the customer's conversation. Tags are your way of categorizing contacts — by inquiry type, priority, follow-up timeline, or any classification that makes sense for your team's workflow.

For example, you might tag a customer as:

• Tech Lead to indicate the customer's role or segment
• Escalated to flag the conversation as requiring extra attention

How to add a tag

1. Click the label/tag icon in the header

   

2. Type the tag name in the field that appears

   

3. Click Submit

Once a tag is applied, it appears alongside the customer's name in the left panel. Tags are also searchable — type a tag name in the search bar and ROUBOT will surface all conversations carrying that label.