Combining Tag rules and Assignment
Octopods sends a special CDA with the name:
octopods_channel, allowing you to identify the source channel from which your user originated (WhatsApp, Twitter, etc.)
Intercom has released tag rules which allows you to tag a conversation based on a specific user or message attribute.
This is a powerful feature which can be used with Octopods' CDAs to better organise your inbox. Here's how:
1. Create a new tag rule that matches on
octopods_channel CDA for your particular connected channel, let's say, Telegram
2. Set the rule to tag the conversation with a relevant tag, such as: "telegram-conversations"
And after setting it live:
All your conversations for users that are coming from Telegram from now on will be tagged with the tag "telegram-conversations" – which you can use for all other types of automations, data discovery and reporting.