Tag contacts and conversations, one at a time or many at once
Put your own labels on contacts and conversations, filter by them, tag many at once from the contacts list or the inbox, and use a tag in workflows, scoring and campaigns.
A tag is a label your team chooses — VIP, Wholesale, Call back. Put one on a contact or a conversation, filter any list by it, or select many rows and tag them together. A tag on a contact can start a workflow, count in a scoring rule and pick a campaign's audience. The AI agent does not read tags.
Tag one
On a contact's page, or in a conversation's side panel, press Add a tag (or Edit tags), pick one, or type a new name and press Enter. A workspace keeps up to 200 tags, and a row up to 20.
Tag many at once
- Contacts: tick the rows you want. Inbox: press Select in the list's header — a ring appears where each avatar is. Click rows to pick them, Shift-click to pick a run, or press X on the row the keyboard is on. Select all shown picks everything listed.
- Press Tag N contacts (or Tag N conversations) and pick a tag to add, or take one off.
- The toast says what changed: "Tagged 12 conversations with VIP". Rows your role can't see are left alone and counted.
- In the inbox, press Done or Esc to stop selecting.
Filter by a tag
The contacts list and the inbox each have a tag filter. In the inbox it finds conversations carrying the tag or with a person who does. The filter is part of the page's link, so a saved view keeps it.
Related
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