Tags

Tags are simple labels you can apply to contacts to categorize them (e.g. “VIP”, “Lead”, “Churned”, “New Customer”).

Manage Tags

1. Go to Settings → Tags
2. View all existing tags
3. Click + Add Tag to create a new tag
4. Click the edit icon to rename a tag
5. Click the delete icon to remove a tag

Deleting a tag removes it from all contacts that have it.

Apply Tags to Contacts

From the Conversation View

1. Open a conversation
2. In the Contact Details panel on the right
3. Find the Tags section
4. Click + Add Tag and select or type a tag name

From the Contact List

1. Go to Contacts
2. Click on a contact
3. Open the Tags section
4. Add or remove tags

Via CSV Import

Include a tag column in your CSV. Multiple tags can be separated by a pipe |:

name,phone,tag
John Doe,+919876543210,vip|premium

Using Tags in Segments

Create segments filtered by tags:

1. Condition: Tag → has tag → "VIP"
2. Result: All contacts tagged as VIP

Common Tag Examples