Home > How the tag routing works for reactive chats

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(Last Updated On: August 6, 2018)

Let us assume that we have two agents set up in a widget; Jasmin and Jon each with a different set of tags.

Jasmin has been tagged with “spanish” and “gold” and Jon with “spanish” and “spanishexpert”.

To illustrate how reactive chats are routed when using tags, we shall explore a handful of different scenarios in which one of them the visitor tags change and consequentially so does the assigned agent.

jasminejon

For reactive chats, agent tiers will supersede agents with matching tags. This means that even if an agent in tier 2 has a matching tag, the routing will show preference for the agents in the lower tier. With this in mind, it is a good idea to keep agents in the same tier whenever possible to ensure the tag routing takes affect.

1. Single tag match

When a visitor with the “spanishexpert” tag starts a chat, it will be assigned to Jon because he has the “spanishexpert” tag.

2. Multiple tag match
When a visitor with the “spanish” and “gold” tags starts a chat, it will be assigned to Jasmin because she has both the “spanish” and “gold” tags.

3. “Tie” match
When a visitor with the “spanish” tag starts a chat , then the chat will be assigned either to both agents (if “Notify all online agents of each incoming chat” is used) or randomly to any of them if the assignment is set to “Automatically assign each incoming chat to a specific Chat Agent”.

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Published February 17, 2017