Use this recipe to create a Chat trigger that adds a tag when a chat is connected to a department. For example, add a tag to customers who request a chat with your Sales department or were assigned to your Sales department.
Adding tags to chats is useful if you want to route chat tickets to a group. To route chat tickets to a group based on tags, see the article: Recipe: route chat tickets to a group based on tags.
To create the trigger
Use the conditions and actions below to create the trigger.
- Run trigger: When a visitor requests a chat
-
Check conditions: Check all of the following conditions
Department | Equals | Sales -
Perform the following actions
Add tag | sales tag
For more information on routing chats with triggers, see the article: Automatically route chats to departments.
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