User tags

User tags provide a quick and easy method of segmenting your chatbot users and conversations. You can add and remove tags right from your flow builder, depending on your own criteria, and use tags later to target your broadcasts.

Let’s look into a simple example of tagging feature. Imagine that you’re building a lead generation bot for a marketing agency and you want to segment your chatbot users into two categories – those who requested a quote (let’s call them “warm leads”) and those who were checking your portfolio (let’s call them “cold leads”).

First, let’s use ADD TAG block to tag “cold” leads immediately after they trigger “portfolio” skill:

Adding a tag to the chatbot user
Adding a tag to the chatbot user

Now, when users interact with that skill, they will be tagged as “cold” leads. Don’t forget to toggle the “Show tags” switch to display it:

Displaying user tags in chatbot CRM
Displaying user tags in chatbot CRM

Later, if the same user is requesting a quote through the chatbot, you can tag him/her as “warm” lead, removing the “cold” tag at the same time with REMOVE TAG block:

Removing one tag and adding another
Removing one tag and adding another

You can use tags later when doing broadcasts to segment your broadcast recipients.

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