Live Chat & Attribute

Add/Remove Tag & update attribute

Label a customer while you chat — “hot-lead”, “paid”, “follow-up” — and keep their details current, so the next broadcast and the next agent both know where things stand.

1. 1

   Open the chat's profile

   Chats Inbox → open the conversation → the profile panel on the right.

2. 2

   Add a tag

   In Tags, pick an existing tag or type a new one to create it. It's saved on the customer immediately.

3. 3

   Remove a tag

   Click the × on the tag.

4. 4

   Update an attribute

   In Attributes, change the value and save.

5. 5

   Let the chatbot do it too

   In a workflow, the Add tag and Set attribute steps do the same thing automatically — e.g. tag everyone who picks “Pricing” in a menu.