Inbox & automation
Inbox power moves: attributes, tags, and media links
Work conversations like a pro: set contact attributes manually, add or remove tags in-chat, and send media without leaving the thread.
Add user attributes manually
- Open a conversation in Live Chat and look at the contact panel on the right.
- Edit any attribute defined under Manage → User attributes — city, budget, preferred language.
- Values save to the contact immediately and are available to segments and flows from the next evaluation.
Add or remove tags in-chat
- Use the tag row in the conversation header to attach existing tags or create new ones.
- Removing a tag updates every segment that uses it — a contact untagged from vip drops out of the VIP broadcast audience instantly.
Agree on a small tag vocabulary with the team (stage:lead, stage:customer, issue:refund). Free-for-all tagging decays into noise within a month.
Send and generate media links
Inside the service window you can send images, PDFs, and videos directly in the thread. For anything you share repeatedly — price lists, brochures — save it as a quick reply so agents send the approved file, not seventeen slightly different copies. Outside the window, send an approved template with a link to the hosted file instead.
Try it now
Open Live Chat This guide maps directly to a screen in AiConva.