Managing automated conversation tags for Zoom Revenue Accelerator

Automated conversation tags are added to conversations for categorization and use by additional automation flows, such as Indicators, coaching automations, and briefs. Zoom Revenue Accelerator comes preloaded with multiple automated conversation tags that can be adjusted, removed, or expanded upon to suit business needs. Automated tags create approachable filters for conversations and make automations in other aspects of Zoom Revenue Accelerator easier to refine.

Learn more about using automated conversation tags for Zoom Revenue Accelerator.

Requirements for managing automated conversation tags

• Pro, Business, Enterprise, or Zoom Phone standalone account
• Licensed user with Zoom Revenue Accelerator license
• Account owner or admin privileges

How to access automated conversation tag management

1. Sign in to the Zoom web portal as a user with the privilege to manage account settings.
2. In the navigation pane, click Account Management, then Account Settings.
3. Click the Revenue Accelerator tab, then AI models use.
4. If it is disabled, click the toggle to enable Automated tags.
5. Beneath automated tags, click Manage tags.
   You will be taken to the automated tags management page.

How to create a new automated conversation tag

1. Access automated conversation tag management.
2. Click Add tag.
   You will be taken to the tag creation page.
3. Fill out the details for your new automated tag.
   • Tag name: The name of your tag.
   • Category: The category assigned to your tag, chosen from a dropdown list.
   • Tag variants: Comma-separated alternative variant tags to add onto your new tag, with up to 20 tag variants available per tag. At least one tag variant is required.
   • Additional Instructions (Optional): Further instructions and details for the tag to guide the automation.
   • Tag variants: How your tag variants are applied to conversations, choosing between Single variant (only one of your variants can be applied to a conversation) or Multiple variants (more than one variant of the same tag can be applied to a conversation).
   • Tag external or internal conversations: Choose whether you will tag All conversations, External conversations, or Internal conversations with this tag.
4. (Optional): Test your tag by clicking Test .
   A pop-up will appear showing how your tag would be deployed with the automation.
5. Save your tag as either active by clicking Activate or inactive by clicking Save as inactive.
   Your new tag will be saved and ready for use once activated.

How to manage existing automated conversation tags

View existing tags

1. Access automated conversation tag management.
2. In the table of automated conversation tags, you will see the following columns:
   • Tag name: The name of the tag.
   • Category: The category assigned to the tag. This can be used to filter tags by clicking the filter button .
   • Variants: A list of variants for the tag, used to capture varying scenarios to which the same tag may apply.
   • Tagging mode: The tagging mode for the tag. This mode is either Single variant (each conversation this tag is assigned to may only have one variant of the tag) or Multiple variant (each conversation this tag is assigned to may have more than one variant of the tag).
   • State: Whether the tag is Activated or Inactive. If the tag is Activated, it will be applied to conversations automatically. If it is Inactive, it will not be applied to conversations until it has been reactivated. You can sort tags by which are active and which are inactive by clicking the sort icon .
   • Last modified: The date and time at which the tag was last edited. This is the default sorting method for tags on the automated tags management page. You can toggle sorting between older and newer dates by clicking the sort icon .

Edit existing tags

1. Access automated conversation tag management.
2. To the right of the tag you wish to edit, click the ellipsis .
3. In the dropdown menu that appears, click Edit.
   You will be taken to the tag’s edit page.
4. Make your desired changes to the tag.
5. Click Save.
   Your edits to the tag will be saved.

Deleting existing tags

1. Access automated conversation tag management.
2. To the right of the tag you wish to delete, click the ellipsis .
3. In the dropdown menu that appears, click Delete.
   Note: This cannot be undone.