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Status Backlog
Categories AI AI tagging
Created by Guest
Created on Aug 1, 2024

[core] AI tagging rule to support more triggers (e.g move, new inbound conversations)

Ideally, we'd want every conversation in our shared inboxes to get tagged so they can be triaged to the appropriate inbox.

  • The AI tagging rule doesn't support moves

  • Trigger on New Inbound Conversations Only: The AI tagging rule doesn't seem to support this trigger. It only allows triggering on all inbound messages. (worked around this by excluding conversations that are already tagged with one of our conversation category tags)

  • Trigger on outbond conversations

  • Trigger on "comment is added"

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  • Guest
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    |
    Mar 15, 2025

    @Guest it would be helpful to also adjust the conditions. Below I am including comments from my customer Welltech:

    If inbound is received and in "A" inbox and the conversation does not have w: cancelation request tag - >>> adding AI tag AI cancel (if the message is about cancel)

    • If inbound is received and and in "A" inbox and the conversation does not have [tag name] tag, [tag name] tag - >>> adding AI tag AI offer (if the message is about offer)

    • If tag [tag name] is added and in "A" inbox and the conversation does not have [tag name] tag, [tag name] tag - >>> adding AI tag AI price(if the message is about price)