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 . 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, VIP , Spanish , or Trial ). Keep it short — a few words at most. Click Add tag . Your new tag appears instantly in the list below and is ready to use — apply it to a conta