Using Tags to Label Contacts

Using Tags to Label Contacts Tags are reusable labels for contacts, chats, and campaigns — for example "Interested," "Booked," or "Not Interested." Tags are especially powerful combined with your AI Agent — an agent (or a classic campaign) can tag contacts automatically based on how a conversation goes. Tags can also trigger actions in other tools through webhooks , and move contacts through your deals pipeline automatically. Why Use Tags? Track conversation outcomes — know at a glance which contacts booked an appointment, showed interest, or need follow-up. See tags at a glance — tags appear as a column in the Contacts table. Filter and segment — find every contact with a specific tag with a smart filter chip or the Filter panel. Automate workflows — a webhook can fire whenever a tag is applied, notifying your other tools. Trigger deal actions — tags can create deals or move existing deals through your pipeline. See Sales Pipeline . How to Open the Tags Page In the left sidebar, click Settings (the gear icon). In the Settings sidebar, under the Workspace group, click Tags . Tags lives under the Workspace group in Settings, alongside Business, Team, and Billing. The header shows your total tag count and how many contacts are tagged overall. If you don't see Tags in the Workspace group , your subscription tier doesn't include tagging. Click Billing in the same sidebar to upgrade. How to Create a Tag Open the Tags page (steps above). Under New Tag , type a name (for example, VI