Vello inbox: Conversation tags
You can add conversation tags to text conversations in the Vello inbox (for example, Canine, Grooming, and Urgent).
Note: Conversation tags is a beta feature and is only available for specified customers. If you want to try the beta feature, send an email to vello-product-team@idexx.com.
Conversation tags make it easy for staff members and teams to:
- Know if a text conversation is applicable to them
- Find applicable conversations in the Vello inbox
- Complete necessary tasks that are related to a conversation
This table shows the general tasks to use tags:
| Task | Information |
|---|---|
| Make a tag | To make a tag:
|
| Add a tag to a text conversation | To add a tag, select the plus button and find the applicable tag. Then, select the tag. Note: You can add more than one tag to a text conversation. |
| Find applicable conversations in the Vello inbox | To find applicable conversations:
|
| Change the name of a tag | To change the name of a tag:
|
| Remove a tag | To remove a tag:
|
Callisto Vets has a grooming team. When Callisto Vets receives a text message from a client about grooming, staff can add a Grooming tag to the text conversation. Then, when a staff member in the grooming team uses the Vello inbox, they select the tag. As a result, Vello only shows conversations that are applicable to their team.