Tags Feature in Azeer: A Comprehensive Guide

Reading Time: 3 Minutes

The Tags feature in Azeer is a powerful tool designed to enhance contact management by enabling better categorization and filtration of customers. By assigning meaningful labels to contacts and conversations, your team can organize and streamline workflows, leading to improved customer interaction and task allocation.

• Key Benefits of Using Tags

  • Better Contact Management: Easily categorize your customers based on their attributes or interaction history.
  • Enhanced Search and Filtering: Use tags to quickly filter and locate specific contacts, saving valuable time.
  • Improved Team Efficiency: Assign tags to categorize conversations, making it easier to delegate tasks and manage customer queries.
  • Customizable Organization: Tailor your tags with names, descriptions, and colors for intuitive organization.
    

  
  

Adding Tags to Contacts: 

Now, let’s add the tags we just created to your contacts. This will help you organize and categorize your contact list more effectively. Applying these tags will make it easier for you and your team to manage and search for specific contacts.

• Go to Contacts
• Click the Edit button

• Select the tags that are relatable to your contact

• Click Update.
  

Applying Tags During Chats:

You can easily add tags while actively engaged in a chat, allowing for seamless organization and management of your conversations in real time. This feature helps you keep track of important details and categorize chats efficiently. To get detailed instructions on how to do this, follow this tutorial:

• Go to Chat

• Choose the chat you want to tag, and Click the contact name at the top of the screen.

• Once you can see the contact’s information, Click the plus button beside Tags.

• Select the tag, and Don’t forget to click Save