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Tags are colored labels you put on contacts and conversations to classify them your way —for example, “VIP”, “Prospect”, “Complaint” or “Wholesaler”—.

What they’re for

Find quickly

Filter by tag to see only what interests you.

Segment

Use tags as a condition for a segment or audience.

How they’re used

  • Create your tags with a name and color from Settings.
  • Apply them to a contact or conversation from the chat or its profile.
  • Automate: a macro can tag for you when applying a repetitive workflow.
Keep few, well-defined tags: too many end up unused. Agree with your team on what each one means.