413 views | Last updated on Apr 29, 2019
By default, all LibraryH3lp accounts start with one kind of tag available for chats: Tag for Followup. Optionally, administrators can add additional categories to their account, so that chats can be tagged using descriptive categories, which paves the way for all kinds of later analysis.
Here is the basic lay of the land:
Administrators can create, edit, and delete categories in the dashboard's Chat History page or in the webclient for staffing. The management functions appear in the "Manage Categories" in the tagging dialog.
Tags can use space characters and capital letters. However, the chat history search interface is case-sensitive for tag-searches, so it is often best to stick to all lower-case letters.
Categories can optionally be nested within other categories to build structure into your meta-analysis and/or to help organize categories when multiple departments might share the same account.
Administrators can also optionally enable a reminder to all operators to tag chats when the operator ends the chat in the webclient.
Once an account admin has created at least one category, operators can categorize chats anywhere they have been able to use the original tag for follow-up option. This means categories are available for operators to use in:
When any of those "tag chat" buttons are used and if there are categories defined, operators will get a chance to tag the chat with one or more categories, plus follow-up if desired.
The tags for each chat will show up in the Tags column of the Chat History table. If the Tags column is hidden (which was the old default since not everyone uses tag for follow-up) and any of the chats displayed in the table have tags, you'll be asked if you'd like to reveal the Tags column in the table.
Tags and categories are incorporated into our powerful Chat History search interface. You can use the Advanced search form to create your search, or you can use the simple field labels and type the search out, power searcher style.
Here are some example searches:
Find chats over the last week tagged "follow-up".
Find chats over the last year tagged either follow-up or access.
And you can combine other fields, use wildcards where supported, and use negation.
tag:*a* queue:*lib* from:2019-02-11 to:2019-03-31 queue:!*arch* operator:ref*
Find chats over that date range where there is a tag including the letter "a" by operators where the username starts with "ref" on queues including "lib" anywhere in the name, but excluding queues with "arch" anywhere in the name.
Note: tags are case-sensitive for searching.
Chat History has a special button above the table for tagging multiple selected chats simultaneously. For example, you might use transcript keyword search to locate a group of chats and then tag them all at once.
The bulk tagging dialog is a bit fancier if multiple chats are getting tagged because in such situations users will need to specify which tags are to be added to the selected chats and which tags should be removed from the selected chats (if a selected chat happens to have that tag).