Recipe: Add a tag to chats based on the department it was assigned to

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.