When speaking to customers on live chat, you will come across instances where you would need to note something down - whether it is user feedback, bug reports, feature requests, a promise that you make for the future, an offer that you propose, etc.
Instead of adding these messages or ideas to an excel sheet or a task management tool like Trello, with Gist you can tag such messages and keep track of them inside Gist. This will allow you to keep everything in one place where you and your entire team can view them together.
By tagging your messages and sharing your findings, you can make sure the right feedback is available to the right people in your company. As you keep adding tags to more and more conversations, you and your team will, over time, have enough data to understand where your product can be improved or what features to focus on building in the next cycle.
How to tag a conversation
It is important that you and your team have an internal discussion to figure out the tagging convention that you're going to follow because that would help avoid confusion and streamline your feedback so everyone on your team is on the same page.
To tag a conversation, simply go to the message you wish to tag, click on the three dots and select Apply tag.
Edit and Delete conversation tag
You can always edit and delete tags later on. Simply navigate to Settings > Data Management > Properties & Tags > Conversation tags.
Click the Edit button to change the name or description of the conversation tag. Note that all conversations that were tag previously will be kept, and only the tag name will get updated.
To delete a conversation tag, click the three dots (...) and select Delete alongside the tag you wish to delete.
When to use conversation tag
Here are some use cases to help you understand the best practices when it comes to adding tags to chat conversations:
This is the most popular tag that you'll have on your project. Because every product has some bugs or the other, there are plenty of reasons for your users to report bugs and issues every time you launch a new product or release a new update to it. Adding a tag to every bug report you receive on chat is a great way to keep track of all issues.
This tag will also help track down all related conversations whenever a bug is fixed, so your support team can reach out to your customers and update them about the same and follow up on the issue. This not only delights the customer but also restores faith in your team. You can always mark such conversations as 'Pending' so you can come back later to respond.
There will most often be instances where customers ask your support team for features that you currently do not have. Your product team would want to know what feature requests are coming in and what promises have already been made by the support team to your users, so they can verify the product roadmap and let you know if they're already working on them and if there is an ETA for the feature request to be fulfilled. It will also help them to add new requests to the product roadmap and work on them.
You can tag specific conversations that you have with your churning customers to let the team know where the leaks lie so they can fix them and prevent future churns. If you identify that a decent number of customers are leaving because a feature is missing or because there are too many features that make the whole product bloated or feel a bit too complex for people without the tech know-how. You could always reach out to a churning customer and ask them for feedback and understand why they're leaving your system. This feedback can be used by all teams - product, sales, marketing - to improve the overall customer experience.
When a user tells you that they liked something about your product - such as a feature, or the design, or any other aspect - you can tag that message so the respective teammate can look into them and understand what's really working, so they can focus on doing more of that.
These are a few examples that you might find useful to begin with. But you can always discuss with your team and come up with your own tagging convention.
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