Creating a Tag

This section will guide you on how to create new tags.

To create a new tag:

From the CINNOX Dashboard, navigate to Administration>Channels > Directory.
Click Create Tag located in the top-right corner.

This action will launch the Create New Tag wizard with the following sequential workflow:

Tag Basic Information

Select the function the Tag should be available
- Call and Chat
- Call
- Chat
Name your Tag. This will be the name to be displayed in our Widget Directory and Web link.
Upload Tag Icon (optional)
Enter a description to your Tag (optional)
Create a tag name in a different language (optional)
Click Next

Routing Settings and Sticky Routing

Select the Routing Rule and add Destinations based on the operational support to your channel.
Please check our detailed Guide Alternative, Percentage, Time and Sticky Routing for more information.

Auto-Message Message Settings

You can enable and configure the following Auto-Reply Messages:

Welcome Message: Welcome messages are greetings sent to customers when they send you their messages first.
Idle Message: Idle messages will be sent to follow up with their enquiry when your visitors become idle in your conversation.
Transfer Failed Message: Transfer failed messages will be sent when transferring their enquiry to another destination or staff member fails.
Close Enquiry Message: The close enquiry message will be sent to the customers when the enquiry has been closed by the staff or the system.

These auto-message functions are disabled by default. You can toggle ON to enable them.

Welcome Message

Toggle ON the button for the Welcome Message
Choose a general message, buttons or quick replies message type as an automatic response to your visitors.

Idle Message

Toggle ON the button for the Idle Message
Set the time (minutes or hours) to send the automatic response.
Choose a general message, buttons or quick replies message type when setting up an automatic response to your visitors.

Transfer Failed Message

Toggle ON the button for the Transfer Failed Message
Choose a general message, buttons or quick replies message type as an automatic response to your visitors.

Close Enquiry Message

Toggle ON the button for the Close Enquiry Message
Choose a general message or button as the automatic response to your visitors when the staff or system closes the enquiry.

Auto-Message Message Types

When the message type is Quick Reply and the Button Type is Text in the Welcome Message and the Transfer Failed Message settings, there is a Payload field in the Button setting box.

It allows users to define a "payload value" for each button name to trigger different chatbot flows depending on which button the user clicks when a chatbot is configured as the distinction (e.g. "View Product Catalog" button, "FAQ" button...).

When the Chatbot is configured as the destination, there are 2 examples for this setting:

Example 1:

Message type: Quick Reply
Button type: Text
Button Name: Contact support team
Payload: Blank (empty field)
Result: The "Contact support team" value is sent to the destination chatbot. And the corresponding chatbot flow will be triggered based on this value to send the reply message.

Example 2:

Message type: Quick Reply
Button type: Text
Button Name: Hotel Address
Payload: Send hotel address to customer
Result: The unexposed payload value "Send hotel address to the customer" is sent to the destination chatbot. Based on the configuration, the chatbot can be triggered, for example, to send the hotel address as the reply message like "Our address is 5F-C, No. 4-7, Sec. 5, Xinyi Road, Xinyi District, Taipei City."

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Suggested use cases of the advanced configuration of Welcome and Transfer Failed Message

When the visitors click on the button in example 1, the text of the pre-defined button name as the value will prompt the distinction chatbot to generate the appropriate reply based on this value swiftly. This is a helpful configuration when the chatbot flows or responses are required to be triggered based on the text of the button name.

When the visitors click on the button in example 2, the payload value unexposed to the visitors will be sent to the distinction chatbot to generate the appropriate reply based on this value swiftly. This is a helpful configuration when the chatbot flows or responses must be triggered based on this unexposed value.

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Please refer to the Managing Auto Close Enquiry detail guide to configure the system to close enquiries automatically.

Setting Up Conditional Trigger

Trigger metadata treats keywords as criteria to show or hide the Tag. If left blank, the Tag will default in the Tag Directory.

See this Guide's Tag Conditional Trigger section.

Channel Custom Info

Channel Custom Info allows you to add your channel details that your staff would see in the call screen and chat room whenever they are serving an enquiry. The custom info can be about the standard procedure or operation details of handling the enquiry.

Click on the edit button.
Toggle on to Enable the Channel Custom Info.
Enter your channel's information in the right-side window with an open field. You can type any information helpful to your staff.
Click the Save button, and the customised info appears on the Channel Custom Info.

The custom info is displayed on the staff side in the chat room section for the enquiry.

The custom info is displayed on the staff side at the left side window of the call screen for the call enquiry.

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Important Notes

Channel Custom Info can be customised per tag.

Channel Custom Info is only available for inbound service.

In addition to Directory weblink, Channel Custom Info does not apply to other agent weblink and campaign weblink.

The system is limited to 10,000 characters; if exceeded, the chatbot message will not be sent.

Channel Custom Info will still be displayed as chatbot messages in the room of missed enquiry.

Click Create.
And that's it! Your Tag is now created.

QR Code & Web Link (.com & .cn)

You can download your Tag's QR Codes (in PNG and SVG formats) and copy the Web Link so you can share them with your Visitors and Contacts to reach out to you. And attend to their queries via the QR code and Web link in your CINNOX Workspace.

The QR Code and Web Link for Call and Chat enquiries are auto-generated for every created Tag.

Web link with .com

By default, your Tag's web link is with .com, which is best for visitors, customers and other contacts outside Mainland China.

From the CINNOX Dashboard, navigate to Administration > Channels > Directory.
Open the created Tag to view the Tag Details
Scroll down the page until the QR Code & Web Link

Web link with .cn

Your Tag's web link with .cn is best for visitors, customers and other contacts inside Mainland China.

From the CINNOX Dashboard, navigate to Administration> Channels > Directory.
Open the created Tag to view the Tag Details
Scroll down the page until the QR Code & Web Link
Toggle ON the button for the For Mainland China (web link ends with .cn) to change the weblink to .cn.