NavoChatConversations & customers
Use customer tags and profile fields
Store reusable customer context with structured fields and controlled tags.
Updated 2026-07-24For: Agents · Supervisors · Administrators
Tags classify customers; profile fields store values with a defined meaning. Avoid placing sensitive information in general notes or tags.
Steps
Add tags
Choose tags from the controlled library in customer details. If a tag is missing, ask a supervisor with access to update the library.
Complete profile fields
Enter values according to the field definition. Administrators control field type and requirements.
Stay consistent
Use the same tag or field for the same meaning; avoid duplicates that differ only by case, language, or spelling.