Vello inbox: Conversation tags
You can add conversation tags to text conversations in the Vello inbox (for example, Canine, Grooming, and Urgent).
Conversation tags make it easy for staff members and teams to:
- Know if a text conversation is applicable to them
- Find applicable conversations in the Vello inbox
- Complete necessary tasks that are related to a conversation
This table shows the general tasks to use tags:
| Task | Information |
|---|---|
| Make a tag | To make a tag:
|
| Add a tag to a text conversation | To add a tag, select the plus button and find the applicable tag. Then, select the tag. Note: You can add more than one tag to a text conversation. |
| Find applicable conversations in the Vello inbox | To find applicable conversations:
|
| Change the name of a tag | To change the name of a tag:
|
| Remove a tag | To remove a tag:
|
Callisto Vets has a grooming team. When Callisto Vets receives a text message from a client about grooming, staff can add a Grooming tag to the text conversation. Then, when a staff member in the grooming team uses the Vello inbox, they select the tag. As a result, Vello only shows conversations that are applicable to their team.