Automatically categorize your emails
If you're reading this, you're probably looking for a more automated way to obtain insights on your emails, and a better way to track the topics of your conversations and what your customers are contacting you about. You can use a combination of rules, canned responses, and tags to do just that!
Think about what you're aiming to learn by categorizing your emails. What are the categories and topics that you want to track?
Create tags for each of these categories.
Step 3 (optional)
Create canned responses for your team to use when handling frequently asked questions or common topics.
Create rules to automatically tag conversations based on keywords that relate to the category you'd like to track.
If your team is leveraging canned responses, you can create rules which execute actions based on the canned response used. You can create a rule triggered by an outbound message, if the body of the outbound message contains your canned response. Use Body contains for your IF condition, and copy/paste two unique sentences from your canned response. In the example below, the rule automatically classifies your conversations (using tags) based on the content of your team's replies.