How to set Tags & Attributes directly from User Profile?

Did your user change their email or phone number or another major attribute? If yes, then

you can instantly make changes to such User Attributes & Tags from the User Profile. 

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Steps to change Tags & Attributes from User Profile

1) Open a Chat in History Page or Live Chat

Go to the ‘History’ or ‘Live Chat’ Page & click the chat of the user to whose profile you want to make changes. 

2) Go to 'Attributes' and click on Edit

Next, press the Attributes dropdown button and click on edit to make changes to the Attributes. 

2) Choose/ Create New Tags

For tags, you can select & add already existing tags. Just choose the tag you want to add and press “Add”

Also, you can create new tags & add them to the user profile. Click ‘Create & add tag’ 👉 Add tag name 👉 Press ‘add’

3) Make the changes and press 'Save'

Make the necessary changes to the Attributes & Tags & press save. 

You can change the attributes & tags of all contacts any number of times!

Still having Doubts? Here are some FAQs

1

Is the User Profile in History Page similar to that in Live Chat Page?

 Yes, the User Profile is entirely the same in both the History Page and Live Chat Page. 

2

Can the Agent make changes in the User Profile in History Page?

Yes, the Agents can make changes in the User Profile by adding/removing Tags. Only the intervention can not be done.

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