Managing the Tag Directory

Directory

The CINNOX Directory lists your corporate tags and staff members that your visitors can reach your customer support with the live chat and call when they click the widget on your website.

There are two types of Directories that you can enable and utilise in your web widget.

  • Tag Directory - list of corporate services with the support team as agents.

  • Staff Directory - list of staff members that can directly be contacted by your website visitors. Refer to our Configuring the Widget - Enable Staff Directory section of this Guide.

 

Tags

Tags are usually associated with the business divisions or teams in a company, and they help your website visitors identify which one they will have to contact.

For example, if you create a tag named Marketing and Sales, it will be listed in your Tag Directory, and your website visitors can contact your marketing and sales team directly from there.

You can create tags in the CINNOX dashboard and configure their destination settings based on your support teams, supported locations and languages.

 

QR Code and Web Link

When you create a tag, CINNOX automatically generates its QR code and web link for direct calls and chat. QR codes and web links are alternative methods your customers can use to connect with your support team directly.

To share the tag's QR code with your staff and customers, or attach it on a web page or other channels where visitors can reach you, download and save the QR code image in PNG or SVG format. To share the tag's web link, simply copy its URL.

QR Code and Web LinkQR Code and Web Link

QR Code and Web Link

 

How to Create a New Tag

Please refer to the How to Create New Tags section of this Guide.

 

How to Set Tag Status

You can set the status of your tags to any of the following:

  • Active: this status will display the tag in your tag directory
  • Suspend: this status will deactivate the tag and will not display it in your tag directory
  • Hide: this status will not display the tag in your tag directory

To set the status of your tag:

  1. From the navigation menu, go to Channels > Directory.
  2. On the Directory page, locate the Status column.
  3. For each Tag listed on the table, select from the dropdown box the status you wish to set it.
Setting Tag StatusSetting Tag Status

Setting Tag Status

 

How to Reorder Tags

You can rearrange how the tags are listed in your web widget.

Drag and Drop

  • On the Directory page, click on a Tag Name and drag it to your preferred position on the list.
Reorder TagsReorder Tags

Reorder Tags

Rearrange the Order Number

  1. On the right-hand side of a particular tag, click on the vertical ellipsis ( ), then click Rearrange the order.
  2. Under the Order column, enter the number of your preferred order, then press Enter.

 

How to View Tag Details

To view a tag:

  1. From the navigation menu, go to Channels > Directory.
  2. On the right-hand side of a particular tag, click on the vertical ellipsis ( ), then click Tag Details. The Tag Details page displays the following:
    • General Function - call and/or chat
    • Tag Default Name
    • Tag Displayed Name in Specific Language
    • Destination
    • Sticky Routing
    • Generated QR codes and web links
    • Conditional Trigger
View Tag DetailsView Tag Details

View Tag Details

  1. To check the tag settings and its actual look, Click Preview in a new window.
Web Link - Direct Call PreviewWeb Link - Direct Call Preview

Web Link - Direct Call Preview

Web Link - Direct Chat PreviewWeb Link - Direct Chat Preview

Web Link - Direct Chat Preview

 

Conditional Trigger

A Conditional Trigger is a metadata set that treats keywords as criteria to show or hide the tag. If you leave this setting blank, the Tag Directory will display the tag by default.

For detailed instructions on how to set Conditional Triggers to a tag, refer to the Tag Conditional Trigger section of this Guide.

 

How to Edit a Tag

To edit a tag:

  1. On the Tag Details page, click Edit.
  2. Update any of the following:
    • General Function - call and/or chat
    • Tag Default Name
    • Tag Displayed Name in Specific Language
    • Destination
    • Sticky Routing
    • Conditional Trigger
  3. Click Save
Edit a TagEdit a Tag

Edit a Tag

🚧

Reminder:

Changes in the tag details will take effect immediately after clicking Save.
To avoid connection disruption between your staff members and visitors, be mindful of the timing when editing tag details.

 

How to Delete a Tag

To delete a tag:

  1. From the navigation menu, go to Channels > Directory.
  2. On the right-hand side of a particular tag, click on the vertical ellipsis ( ), then click Delete Tag. A pop-up window will appear, asking to confirm the deletion of the tag.
  3. Click Delete.
Delete a TagDelete a Tag

Delete a Tag

 

📘

Tutorial

Your Complete Guide to Tags, Directories, and Smart Routing for Curating Customer Experience.


Did this page help you?