How to Add Tags in Sophiie

Step 1: Open the Tags Section

1. Log into Sophiie Dashboard
   
   
2. Go to Train Sophiie
   
   
3. Select Tags
   
   

Tag Types:

• Customer Tags:  used to organise your customers such as VIP, residential, commercial.
• Inquiry Tags: Pre-built tags for inquiries other than service or scenario’s
• Auto-generated Tags: these tags are created by Sophiie when services and scenario’s are created

Step 2: Create a new Tag of any type

1. Click Add Tag or +.
2. Enter Tag Name
3. Enter a short, meaningful description of what the tag represents.
4. Pick a colour to organise tags visually.

Step 3: Save

Click Save.

FAQs about Tags

Q. Can I edit tags later?

Yes.

Q. Do tags affect reporting?

Yes — tags improve filtering.

Q. How many tags can I create?

Unlimited.

Q. How are tags used?

Tags are used by Sophiie to label each call that she receives so you can easily filter or action important calls first.