Public API
Auto-tag and segment conversations
Who this is for: You want conversations grouped by your own categories (region, product line, intent) for reporting.
Outcome: A worker reads recent conversations, decides tags from your own rules, and applies them through the tags API.
1. List your tag catalog
Read the tags configured for the agent so you apply IDs that already exist (or create the ones you need).
2. Read recent conversations
Pull the inbox for the window you want to classify, including transcripts.
3. Apply tags
Decide tags from your own logic (keywords, an LLM call, CRM data) and apply them to the matching conversations.
Tips
- Start with a handful of high-value tags. Broad taxonomies are hard to keep consistent and rarely used in reports.
Need the exact request and response shapes? Open the API reference →