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  1. CRM
  2. Changes
  3. Change tag — add or remove a tag

Change tag — add or remove a tag

The Change tag step automatically assigns or removes tags. It is used as part of flow logic: “after registration — Registered tag,” “if a lead is routed to the “objection” Routing — HasObjection tag.”

Updated June 21, 20263 min
The Change tag step automatically assigns or removes tags. It is used as part of flow logic: “after registration — Registered tag,” “if a lead is routed to the “objection” Routing — HasObjection tag.”
Without the Change tag step, all tagging would have to be done manually from the customer card. With it, tags are applied automatically at the right moments, and the team sees up-to-date segmentation without any involvement.
When to use it
After registration in the affiliate program — Registered tag. After a large deposit — VIP tag. After three days of silence (via Delay) — Cold tag. After a specific AI Routing — the corresponding tag (HasObjection, AskedPrice). When entering a special re-engagement branch — Reactivation tag.
Change tag step
Change tag step in a flow



How it works



Settings

Settings
Change tag step settings

Parameter
What it defines
Title
Step name in the flow
Delay
Delay before applying
Finish Status
Dialog status after execution
Hide keyboard
Remove the previous step’s keyboard
Is start step of flow
Make it the start step
Skip the transition to next step
Do not transition automatically


Tags — what the step does

Tag actions
Action — Assign / Remove + tag selection

List of tags
Selecting a tag from the list of existing tags


Action — what to do

Assign — add a tag to the lead. If it already exists, no changes.
Remove — remove a tag from the lead. If it was not there, no changes.

Choose tag

Select from the list of tags created in Tags — tags for segmentation. If the required tag has not been created yet, create it first, then come back here.

Add tag — multiple actions in one step

The Add tag button adds another action. You can perform several operations in a single step:
Assign “Registered” + Remove “New”
Assign “VIP” + Remove “Cold”
Assign “HasObjection” + Assign “NeedFollow-up”


Assign vs Remove — visual difference

Assign action
Assign — adding a tag

Remove action
Remove — removing a tag

Create tags in advance
If the tag selected in the step has NOT been created in Bot Settings → Tags, the system will not create it automatically. Before saving the step, make sure the tag exists. See /crm/bot-settings/crm-defaults/tags.


Use cases

Tagging after registration

After the Send event “Registration” step, add Change tag → Assign “Registered” + Remove “Subscribed”. The lead moves from “subscribed” to “registered”.

VIP after a large deposit

After Condition “Total Deposit > $500” — Change tag → Assign “VIP”. The subsequent funnel steps can check this tag.

Tagging based on AI Routing

AI Reply asks a question about the country. After Routing “Germany” — Change tag → Assign “Germany”. After Routing “France” — Change tag → Assign “France”. Then the team filters leads by country.


What to keep in mind

Tags are used in Condition
The purpose of tagging is not just labeling for the team, but also the logic of the next steps. With a tag-based Condition, you can build branching: “if VIP — high-tier sales script, otherwise — standard one”. See /crm/flow-settings/steps/terms/condition.


Frequently asked questions

Yes. Use Add tag to add as many actions as you need — they will all be performed in this step sequentially.

No changes. The lead already has the tag, so nothing happens. No error.

Not currently, only specific tags one by one. If you need to “clear” them — add Remove for each tag that could be present. Or use AI Reply with instructions.

Manually via the client card — remove the incorrect tag. Or via a bulk action in /crm/users.


Related

Changes — data changes
The Changes category is steps that change lead or conversation attributes without sending messages. A tag is added or removed, the sale status is updated, an operator is assigned or unassigned, or the
Tags — tags for segmentation
The Bot Settings → Tags section is for tags used to label leads. They are similar in concept to , but much more flexible: a single lead can have multiple tags at the same time. Use tags for everything
Condition — conditional branching
The Condition step branches the flow based on exact values in the lead’s data. Tag exists — left. deposit greater than $100 — right. time from 12 to 18 — third branch. This is the opposite of “AI Rout

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On this page

  • How it works
  • Settings
  • Tags — what the step does
  • Action — what to do
  • Choose tag
  • Add tag — multiple actions in one step
  • Assign vs Remove — visual difference
  • Use cases
  • Tagging after registration
  • VIP after a large deposit
  • Tagging based on AI Routing
  • What to keep in mind
  • Frequently asked questions
  • Related