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

Expand AI tagging rule triggers

Problem
The AI tagging rule has limited trigger capabilities. It doesn't support triggers for new inbound conversations only, conversation moves, outbound conversations, or comments. This prevents customers from efficiently auto-tagging all conversations in shared inboxes for triage.

Request
Extend the AI tagging rule to support additional trigger types: new inbound conversations, conversation moves, outbound conversations, and comment events.

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  • Guest
    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)