A tag sounds like a small thing - a word stuck on a conversation. In practice it's the thread that connects everything else: a tag is what a segment filters on, what an automation watches for, and what turns a pile of chats into something you can actually organize.
Tags on Small, up to 100 on Medium
Shared across every teammate and conversation
Of truth that segments and automations both use
Without a consistent way to label conversations, there's no way to ask "show me everyone who asked about the 2-bed listings" or "who mentioned they're on a budget" - that information exists, but it's locked inside individual chat threads no one can query.
It compounds over time: six months of untagged conversations is six months of context nobody can retrieve without opening every single thread by hand.
Apply a tag by hand from a conversation, or let an automation apply it the moment a reply matches a rule.
The same tag catalog applies whether you're tagging a raw conversation or a lead further down the pipeline.
A segment is really just a live filter built from tags - tag consistently, and your segments stay accurate without extra work.
A tag applied by one teammate is visible to everyone else immediately - no separate tagging system per person.
Property type, price band, lead source, urgency - whatever your team actually filters or reports on later.
Tag manually in the moment, or set up an automation to apply it the instant a reply matches.
Once a tag is applied consistently, turn it into a live segment for targeting or reporting.
A handful of tags used consistently beats fifty tags used once - most teams settle into 10-20 that actually get reused.
Manual tagging from any conversation or lead, in a couple of clicks
Automated tagging triggered by keyword matches or other automation rules
Org-wide tag catalog, shared across your whole team - not per-user
Plan-based limits (15 on Small, 100 on Medium, unlimited on Large)
Tags feed directly into segment filters, so a new tag immediately becomes a targeting option
Filter your inbox or lead list by tag at any time
Every plan gets this feature - the limit just scales with your team, from a Small org just getting started to a Large org running it at full volume.
No - a tag stays on a conversation or lead until someone removes it.
Yes - filtering by tag shows you the current count, and that same count is what a segment built from that tag would target.
Connect a WhatsApp number and see tags working in minutes.
