{"id":2906,"date":"2022-10-07T09:53:08","date_gmt":"2022-10-07T07:53:08","guid":{"rendered":"https:\/\/help.ino.cx\/?post_type=ht_kb&#038;p=2906"},"modified":"2022-10-31T10:19:41","modified_gmt":"2022-10-31T09:19:41","slug":"interaction-tags-how-to-use-them","status":"publish","type":"ht_kb","link":"https:\/\/help.ino.cx\/index.php\/help-center\/interaction-tags-how-to-use-them\/","title":{"rendered":"Interaction tags: how to use them"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\" style=\"font-size:26px\">Overview<\/h2>\n\n\n<p>The interaction tags are checkpoint statistical tools: created in the Maker, they are then inserted in a Smart Routing and their data are used in the Reporter dashboards.<\/p>\n<p>We will see here how to create them and then use them to track the results of an action or a branch. The exploitation of the collected data can be found in the article dedicated to dashboards.<\/p>\n\n\n<h2 class=\"wp-block-heading\" style=\"font-size:26px\">Prerequisites<\/h2>\n\n\n<ul>\n<li>Creation: none.<\/li>\n<li>Data exploitation: access to the Reporter.<\/li>\n<\/ul>\n\n\n<h2 class=\"wp-block-heading\" style=\"font-size:26px\">Configuring<\/h2>\n\n\n<p>As mentioned before, the interaction tags are created in the Maker (&#8220;toolbox&#8221; module). You have to create at least one in order to use the &#8220;Insert tag&#8221; Smart routing action.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-2909\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2022\/10\/Capture-de\u0301cran-2022-10-06-a\u0300-16.16.56.png\" alt=\"\" width=\"600\" height=\"536\"><\/p>\n<p>You can then use your interaction tag in a Smart routing tree: it will either record action loops or branches.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-2908\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2022\/10\/Capture-de\u0301cran-2022-10-06-a\u0300-16.13.16.png\" alt=\"\" width=\"600\" height=\"301\"><\/p>\n<p>Here, you will see each time your client has called before an agent is available. You can also use this action for other purposes: check which branch was the most used for example.<\/p>\n\n\n<h2 class=\"wp-block-heading\" style=\"font-size:26px\">Tips<\/h2>\n\n\n<p>WIP<\/p>\n\n\n<h2 class=\"wp-block-heading\" style=\"font-size:26px\">Preview<\/h2>\n\n\n<p>This is what your interaction tag will look like once inserted in a Smart routing.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-2910\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2022\/10\/2022-10-06_16-19-41-1.gif\" alt=\"\" width=\"600\" height=\"303\"><\/p>\n<p>You can edit the action to change the tag at any time.<\/p>\n\n\n<h2 class=\"wp-block-heading\" style=\"font-size:26px\">Use case<\/h2>\n\n\n<p><strong>My request<\/strong>: I want to analyze my agents&#8217; attempts to a specific campaign target.<\/p>\n<p><strong>Step-by-step process:<\/strong><\/p>\n<ol>\n<li>Open the Maker.<\/li>\n<li>Go to &#8220;Toolbox&#8221;, then &#8220;Interaction tags&#8221;.<\/li>\n<li>Create your tag.<\/li>\n<li>Go to &#8220;Routing&#8221; and then the Smart routing of your choice (or create it).<\/li>\n<li>If your Smart routing is in production, duplicate it.<\/li>\n<li>Add the &#8220;insert tag&#8221; action where you need it. You can create multiple branches for every data you need.<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-2912\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2022\/10\/Capture-de\u0301cran-2022-10-07-a\u0300-09.51.39.png\" alt=\"\" width=\"600\" height=\"103\"><\/li>\n<li>Put your Smart routing in production\/test mode.<\/li>\n<li>Open the Reporter.<\/li>\n<li>Create or modify your dashboard.<\/li>\n<li>Everything is set up \ud83c\udf89<\/li>\n<\/ol>\n\n\n<h2 class=\"wp-block-heading\" style=\"font-size:26px\">Frequently asked questions<\/h2>\n\n\n<p>WIP<\/p>\n\n\n<h2 class=\"wp-block-heading\" style=\"font-size:26px\">Related contents<\/h2>\n\n\n<ul>\n<li>Reporte: an overview<\/li>\n<li>Dashboards (Reporter)<\/li>\n<li><a href=\"https:\/\/help.ino.cx\/index.php\/help-center\/what-is-a-smart-routing\/\" target=\"_blank\" rel=\"noopener\">What is a Smart routing?<\/a><\/li>\n<\/ul>","protected":false},"excerpt":{"rendered":"<p>The interaction tags are statistical tools: created in the Maker, they are then inserted in a Smart Routing and their data are used in the Reporter dashboards.<\/p>\n","protected":false},"author":3,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[146,105],"ht-kb-tag":[131,123],"class_list":["post-2906","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-as-an-administrator","ht_kb_category-using-ino","ht_kb_tag-maker","ht_kb_tag-smart-routing"],"_links":{"self":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/2906","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/comments?post=2906"}],"version-history":[{"count":6,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/2906\/revisions"}],"predecessor-version":[{"id":2970,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/2906\/revisions\/2970"}],"wp:attachment":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/media?parent=2906"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=2906"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=2906"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}