Tag & Category

Feature Overview

Automatically tag or categorize incoming mail (refund, shipping, review, etc.) for filtering and reporting.

Path: AI Customer Service > Rules > Tag & Category
URL: Tag & category

How to Use

1. Create and enable a rule.
2. Set match conditions (channel, keywords, sentiment).
3. Set the action to add a tag or category.
4. New matching mail is tagged; filter the inbox by tag.

Maintain the tag dictionary in System settings.

FAQ

Q1: Multiple tags on one mail? Rules can overlap—tighten keywords if needed.
Q2: vs priority? Priority is urgency; tags are business type. See Email priority.