Labels
- Matthew Miao
Labels function similarly to tags, however they can be accessed across different bots in the same workspace.
This is extremely helpful if you have purchased the “Global Contacts” Paid add-on. Please note this is only available for UChat Partner plan.
How to use Labels
Where can you find it: Under Content, you can see the labels
To explain how labels work, we have two bots in the same workspace. One of them is Whatsapp Bot, while the other is Omni Channel.
When you create a label, you can access it in all bots that share the same workspace.
How you can use in sub-flows:
In action node -> basic action -> add and remove label.
You may now view these labels in Live Chat.
How to use the Labels in the “Global Contacts” Add-on
Purchase Global Contacts Add-on
This is only available to UChat partner plan. You can purchase the add-on at one time cost. You can find the add-on from your “Whitelabel Settings” → Partner Settings → Custom Addon → Global Contacts.
Once the add-on is purchased, you can click “settings”, it will show you where you can find this settings.
It’s located in the “Live Chat” at the top navigation bar, and you can find the “Search Bot Users” from the left side.
How to use workspace labels in Global Contacts
The workspace label is shared across different bots in the same workspace. so if you have added the same label in different bot, it’s possible for you to filter out all the bot user that meet your segment requirement.
In the global contacts, you can click the “filter” icon, and then build and share the segment based on the workspace labels.
For example, we have created “new customer” label, and it’s shared across all the bots in the same workspace, and you can create the filter like the screenshot below
Once it’s saved, you can save this as public or private segment, and then your team can access these contacts easily from the left sidebar.
That’s how you can use the labels with global contact add-on.