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
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