How to create and use conversation attributes

Looking to keep track of important data and see in great detail how your conversations are being handled? Conversation data attributes are your go-to for keeping important details easy to record, group, access and report on! They’re flexible, easy to create, and can be automated to ensure consistency while saving you tons of time.

In this course, we'll show you how to:

1. Set up conversation data attributes from scratch.
2. Apply them inside a conversation manually.
3. Automate their use with Macros, Basics, and Workflows to capture key data points from customers upfront and route conversations based on your criteria.
4. Keep these attributes organized with Views in your inbox.
5. Use them in your reports for actionable insights.
   
   

The new age of customer service is AI-first.