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Task Tagging

Here, you can create the tags for agent auto assigning on Tookan based on tags. Merchants can assign tags created here to their categories/products. When a task with a tag on Yelo is sent to Tookan, the associated tags also go along, which will ultimately help automatically assign agents with the same tag. Steps to configure task tagging are:-

  1. Go to Dashboard > Configure > Order Settings > Orders
  2. Scroll down to the task tagging and enable the Toggle.
  3. Now click on add tag and create a tag.

Assign tag to a category/product

  1. Go to the merchants section under the General section and click on the merchant name.
  2. Now go to the configuration.
  3. Scroll down to the task tagging.
  4. Click on the three dots next to the tag and select assign.
  5. Now you can assign the title to products and categories.

Tag creation on Tookan

  1. To create a tag on Tookan, go to the Tookan dashboard.
  2. Go to the top right-hand side menu and click on the agents.
  3. Now click on add/edit agent.
  4. Go to the tags section and create a tag.

The task tagging is successfully configured.

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