How to create a block in a chatbot to update tags
How do I create a block in a chatbot to update tags?
This article explains how to adjust contact tags automatically within a chatbot. Follow these steps to add or clear labels during a conversation. This helps your team track customer status in real-time.
In this article, you will learn how to
- Add an Update tags block to your chatbot.
- Configure tags to be added or removed automatically.
- Fix common setup errors inside the block configuration.
Before you start
Before creating a block in a chatbot to update tags, make sure you have:
- An existing chatbot to add an Update tags block.
- Pre-configured tags in your account to assign or remove them automatically. You can also create a new tag directly in the block.
How to create a block in a chatbot to update tags
- Log in to your Flownally workspace.
- Go to the Chatbots tab.
- Click an existing chatbot to edit it, or create a new one to open the editor automatically.
- Click on Add step after a block, or on the + icon on a connecting line, to add a new block.
- Choose the Update tags block.
- In Add tags, click Add and choose the tags that will be added to the contact.
- In Remove tags, click Add and choose the tags that will be removed from the contact.
What happens after creating a block in a chatbot to update tags?
After creating a block in a chatbot to update tags, your assistant adjusts contact labels automatically. The system applies or removes the chosen tags when a user reaches this step.
Troubleshooting
Tags do not update on contacts
This occurs because the chosen tag was deleted from your settings. You must create the tag again in your workspace settings and reselect it in the block.