Steps Guide

1. What is tag? and how do I tag a chatbox?

Tags are a kind of tag for you to sort and identify your clients for better management and sometimes for broadcast marketing usage

Step 1: Click「Select tags」, when a drop down list appear, you may click the tag you have set up

Step 2: At the left hand side, you will be able to see your tags and filter out the tags that you have tagged on your clients

2.How to edit/create「Message Flow」in Inbox

How to use message template during live chat

Step 1:

On ChatDaddy’s page, go to “Inbox”，and select a chat that you would like to contact

Step 2:

1. At the chat box panel, type in “ / “ this will trigger the 「Message Flow」box to appear and you may scroll around and find the message flow that you have set up
2. Or you may directly search for the message flow that you have set up previously by /“name” of the message flow and it will automatically appear. For example, if your message flow name is “ChatDaddy User Guide”, if you type “/user”, all message flow with the keyword “user” will appear for your selection.

c. Edit a new message flow in inbox**：**

You could also directly click the pen icon to edit your existing message flow.

Edit your message flow and wait for it to be autosaved Note: User can refer to the message flows last saved time at the autosave message to ensure changes have been made

d. Creating a New message flow**：**

You can create a new message flow by clicking on the「Create New」button, the panel will appear for you to create a new message flow.

Add the content of your message flow and wait for it to be autosaved Note: User can refer to the message flows last saved time at the autosave message to ensure changes have been made

F.A.Q.

• Can I add more than one tags to a single contact?

Video Demo