How to Auto-Tag and Assign Clients in Chatflow Based on Message Keywords?

[vikas.vibrant]

Hi Team,

I need help setting up automatic tagging / filtering / assignment in Pabbly Chatflow based on the type of query my clients send.
We are book publishers and we receive two types of clients: Single-copy clients – who want to buy 1 book for personal use Bulk-order clients – who want multiple copies for their institute or classes Additionally, we handle these queries: Clients who want to schedule a call Clients who have already paid Clients who ask other general queries What I want to achieve: I want to set up rules in Chatflow (or Pabbly Connect) so that:

If message contains “1 copy”, “single copy”, “personal copy” → Tag as Single Order
If message contains “10 copies”, “bulk order”, “institute”, “class order”, “school order” → Tag as Bulk Order
If message contains “schedule call”, “call back”, “talk to team” → Tag as Schedule Call
If message contains keywords like “paid”, “payment done”, “transaction done” → Tag as Paid Client
If message does not match any keyword → Tag as General Query And based on these tags,

I want: The chats to be automatically labeled in the inbox OR automatically assigned to different team members For example: Single-order clients go to Team Member A Bulk-order clients go to Team Member B

 

[Preeti Paryani]

Hello @vikas.vibrant,

It appears that you have already connected with one of our team members over a Google Meet, and your queries were addressed during the session. We also see that the discussion is continuing via email under Ticket ID 18342.

To avoid any confusion or duplication, please continue the conversation through that ticket.