# Tags

Organize your leads in a practical and smart way with **Tags**. They help with contact segmentation, campaigns, filters, and automations, making it easier to manage your customers.

{% embed url="<https://youtu.be/Epm-rePFY4U>" %}

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#### How to create a Tag

Follow the step-by-step guide:

📍 Access:\
\&#xNAN;**⚙️ System Settings → Tags**

1. Click on **New**
2. Enter the **Tag name** desired
3. Select the **Tag color** 🎨 *(optional)*
   * If no color is defined, the Tag will have a **white background**
4. Click on **Save**

✅ Done! Your new Tag has been created and can now be used.

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#### 🔎 What you can do with Tags

When accessing a Tag, it is possible to:

* View all leads linked to it
* Check information about associated contacts
* Organize and segment your customer base
* Create filters for campaigns and specific actions

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#### ⚙️ Using Tags in features and automations

Tags can be used in various platform features, such as:

* **Automation Flows**
* **Customer Service**
* **CRM**
* **Chatbot**
* **AI Agents**
* **Extra Actions (Webhook) | Forms**

They can act as:

⚡ **Triggers** — starting automations or processes based on a Tag

🔎 **Conditions** — validating whether a lead has a certain Tag or not

🎯 **Actions** — adding or removing Tags automatically during flows

💡 Usage example:\
When a lead receives the Tag **VIP Customer**, an automation can be started, targeted customer service in the Customer Service area can happen, or a specific opportunity can be handled in the CRM.

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#### 🏷️ Inserting Tags manually, by import, and via API

In addition to automations, Tags can also be added in different ways:

**✍️ Manual insertion**

You can link Tags manually in:

* 💬 **Customer Service**
* 📊 **CRM**
* 👤 **Contacts**

This allows you to classify and organize leads quickly during support, negotiations, or contact management.

**📥 Contact import**

It is also possible to bring Tags in during the **contact import**, using files:

* **CSV**
* **XLSX**

This way, leads can already be imported with their respective segmentations and classifications.

**🔗 Insertion via API**

Tags can also be added via **API**, allowing external integrations and customized automations for lead classification and process triggering.

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#### 🔍 Using Tags as filters

Tags can also be used as filters to make queries and segmentations easier in:

* **Contacts**
* **Opportunities**
* **Reports**

This makes it possible to find information more quickly and generate more strategic analyses.

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#### 🗑️ Delete a Tag

{% hint style="warning" %}

### Attention:

A Tag can only be deleted when **there are no leads linked to it**.

If there are associated contacts, they must first be removed from the Tag to delete it
{% endhint %}


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