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Manage Tags

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Add Tags

Tags are distinct labels you create and map with Guides/Guidance Steps. Tags are created per LOB.
These mappings can be used to retrieve a unique set of Guides based on the context by simply fetching Guides associated with single/multiple tags.
Let’s add a few tags and map them to couple of Guides published to an LOB.

Present Context Sensitive Guides using Tags

Tag Search is best used in conjunction with your CRM/Helpdesk/Home grown agent console through integrations.
Let’s see an example of presenting context-sensitive Guides through integration with one such tool called Zendesk.
Bear in mind, this integration is simple and possible across a variety of CRMs/Helpdesks/Home grown tools.

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