Using Tags to Label Contacts
Tags are labels you can attach to contacts to keep track of their status or behavior. For example, you might tag a contact as “Interested,” “Booked,” or “Not Interested.”
Tags are especially powerful when combined with your AI bot - you can set up rules so the bot automatically tags contacts based on how a conversation goes. Tags can also trigger actions in other tools you use (through webhooks - automatic notifications sent to external apps) and can 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 in the contacts table - Tags appear as a column in the contacts table, so you can quickly scan and identify tagged contacts without opening each one.
- Filter and segment contacts - Find all contacts with a specific tag to send them targeted messages.
- Automate workflows - When a tag is applied, the platform can notify your other tools automatically (for example, add the contact to your CRM or send them an email).
- Trigger deal actions - Tags can automatically create deals or move existing deals to a different stage in your pipeline. For more on this, see Sales Pipeline.
How to Create a Tag
- Click Settings in the left sidebar.
- Click Webhook in the settings menu.
- Scroll down until you see the Tags section.
- Click the icon next to Tags to open the Tags management page.
- Click Add Tag.
- Enter a name for your tag (for example, “Booked” or “VIP Lead”).
- Optionally, check the box to have the AI generate a conversation summary when this tag is assigned. This gives you a quick recap of what was discussed.
- Click Save.
Your new tag is now available to use in campaigns and can be assigned to contacts manually or automatically by your AI bot.
Next Steps
- Creating a Campaign - Learn how to set up tag triggers so your AI bot tags contacts automatically.
- Webhooks - Connect tags to your other tools for automated workflows.