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Forcing agents to apply tags before closing conversations

  • 14 May 2021
  • 4 replies
  • 189 views

Is it possible to force the agents in our system to tag conversations before they close them? For example if an agent were to attempt to close the conversation without tagging it, it would send a message saying 'Please tag this message first!' and it would prevent them from closing the conversation

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Best answer by mateusz.leszkiewicz 19 March 2024, 15:56

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Userlevel 1

Hey @user1172โ€‹, there's currently no way to force your teammates to tag a conversation before they can close it. What I'd recommend instead is making use of Rules to auto-tag conversations as much as you possibly can, so as to remove the need for teammates to do so as far as possible.

Hey @eric f11โ€‹ย I can see this discussion is almost 2 years old. Do we know if this is possible now? Apologies for bumping it if it cannot be.

Seconding the comment above. This would be extremely helpful for tracking purposes

Userlevel 2
Badge +3

Hi @Bonnie Mย and @Aidan Cย Itโ€™s Mat from the Support Engineering Team ๐Ÿ˜€

You can use workflows to autotag any conversation based on the triggers of your choice.

Please take a look at this article.

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