Tags

Register the tags used to mark users' journeys in the chatbot flows.

Here you view, create, edit and organize all the tags available on the platform.

Tags are markers that record the user's path through specific points of the virtual attendant flow, a kind of access trail that maps each user's paths in their interaction with the bot.

How to Access

Access: Power / Chatbots / Tags, as shown in the Figure 1:

^{Figure 1: Path to Tags.}

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Main Screen

The main screen displays a table with all tags registered in the system. See in the Figure 2:

^{Figure 2: Main Screen - Tags.}

Available Buttons

• New: Creates a new tag

• Filter: Allows filtering specific tags

• Export: Exports the list of tags in CSV or PDF

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Table Information

See the table below in the Figure 3:

^{Figure 3: Tags Table}

The tags table contains the following columns:

Column	Description
Name	Identifier name of the tag
Description	Explanation about the use or purpose of the tag
Color	Colored visual indicator for easy identification
Active	Activation status of the tag (checked = active)
Action	Buttons to edit or delete the tag

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Register New Tag

Step 1: Click New

By clicking the button New, you will be directed to the registration form.

^{Figure 4: Button for New Tag.}

Step 2: Fill in the Information

^{Figure 5: Form - Add Tag.}

Fill in the following fields:

Field	Description
Name	Identifier name of the tag (example: CONSULTA_BOLETO, SEGUNDA_VIA)
Description	Explanation about what the tag represents or when it is used
Color	Choose a color for visual identification of the tag in the builder

Color Selection:

On the right side of the form there is a color picker. Click the colored circle to choose the desired color for the tag.

Step 3: Confirm Registration

^{Figure 6: Confirm Button.}

After filling in all fields:

1. Review the information entered

2. Click the button Confirm to save

3. The new tag will appear in the main listing

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Edit Tag

^{Figure 7: Edit Tag.}

To modify an existing tag:

Step 1: Access Editing

1. Locate the tag in the main table

2. Click the edit (pencil icon) button in the Action

3. You will be directed to the edit screen

Step 2: Modify the Information

Similar to creating the tag, on the edit screen you can change:

• Name: Tag name

• Description: Tag description

• Color: Visual identification color

• Active Status: Activate or deactivate the tag using the toggle button

Attention: The Tag ID cannot be changed, only copied using the icon next to it.

Step 3: Save Changes

After making the modifications, don't forget to confirm. See in the Figure 8:

^{Figure 8: Save Changes}

1. Click the button Confirm to save

2. Or click Back to cancel the changes

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Activate or Deactivate Tag

^{Figure 9: Active Status of Tags.}

You can activate or deactivate tags, and check the status.

Activate or deactivate from the edit screen

^{Figure 10: Activate/Deactivate Tags.}

1. Access the tag's edit

2. Use the toggle button Active

3. Confirm the change

Check the status from the main listing

1. Check the Active column in the table

2. All active tags display a marker

3. All deactivated tags display a marker ❌

Important: Deactivated tags do not appear available for use in chatbot flows.

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Delete Tag

^{Figure 11: Delete Tag.}

To remove a tag:

1. Locate the tag in the main table

2. Click the delete in the "Action" column

3. Confirm the deletion when prompted

Attention: This action cannot be undone, check that the tag is not being used in any active flow before deleting.

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Filter Tags

^{Figure 12: Tags Filter.}

The Filter button allows searching for specific tags.

How to Use the Filter

1. Click the button Filter

2. A screen will open with the field:

   • Tags: Select one or more tags from the list

3. Click Filter to apply

4. Or click Cancel to close without filtering

The listing will be updated showing only the selected tags.

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Export Tags List

^{Figure 13: Export Tags.}

The Export allows generating reports with the registered tags.

How to Export

1. Click the button Export

2. The system will display the destination address

   • The default address is the user's email

3. Choose the desired format:

   • CSV: For analysis in spreadsheets

   • PDF: For printing or sharing

4. Click Export to confirm

5. Or click Cancel to close

The file will be sent to the configured address.

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How Tags Are Used

In Chatbot Flows

Tags are inserted into flows through the component Journey Tag, marking specific points of the user's journey.

Example of use:

1. User starts conversation → Tag: START

2. Chooses to check boleto → Tag: CONSULTA_BOLETO

3. Requests second copy → Tag: SEGUNDA_VIA

4. Ends service → Tag: CONCLUSION

In Reports

Tags allow:

• Identify the most traveled paths by users

• Measure how many users reach each step

• Detect abandonment points in the flow

• Analyze the effectiveness of each menu option

In Service Analysis

With tags you can:

• Filter services by specific journey

• Group similar conversations

• Identify behavior patterns

• Qualify types of requests

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Use Cases

Tags are especially useful for:

Journey mapping - visualize which paths users go through from the start to the completion of the interaction.

Conversion analysis - measure how many users who start a specific flow reach the desired end.

Bottleneck identification - detect points where there is abandonment or difficulty navigating the bot.

Flow optimization - decide which paths to keep, modify or remove based on actual usage.

Campaign measurement - evaluate the effectiveness of specific campaigns through dedicated tags.

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Relation to Other Pages

Page: Chatbot

Relation: Where the tags created here are effectively inserted into flows through the component Journey Tag.