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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

Updated August 30, 20263 min
The Bot Settings → Tags section is for tags used to label leads. They are similar in concept to Sale Status — sales funnel stages, but much more flexible: a single lead can have multiple tags at the same time.
Use tags for everything: country, traffic source, interests, problems, behavior patterns, internal team notes.
Tags help you quickly segment the database and see the lead context without opening the card.


Tags vs Sale Status

Tool
Purpose
How many values a lead can have
Tags
Labeling and segmentation
Multiple tags
Sale Status
Sales funnel stage
One stage


When you need tags

Tags are especially useful when you need to:
  1. highlight VIP leads
  1. segment the audience by GEO
  1. mark the traffic source
  1. separate “dormant” leads from active ones
  1. label user behavior
  1. store internal team notes.
Typical examples:
  1. VIP
  1. Cold
  1. From-FB
  1. Spanish
  1. Need-follow-up
  1. Difficult
  1. Refund-issued


How to Create a Tag

  1. 1

    1. Go to Bot Settings → Tags

    Open the list of the bot’s current tags. If the bot is new, the list will be empty.
  2. 2

    2. Click Add New Tag

    The tag creation form will open.
  3. 3

    3. Fill in Tag Name and choose a color

    Tag Name is a short, clear name. Ideally 1–2 words.
    Color helps you quickly distinguish tag types in the chat list and in the customer card.
    
    gicon:Lightbulb
    Tip
    A tag color is a speed tool, not decoration. A convenient system: red for critical segments (Hot, Refund-issued). green for successful ones (VIP, Has-deposit). gray for service tags (Test-account). yellow for items requiring attention (Need-follow-up). This lets the operator read the context literally in a second.
  4. 4

    4. Save

    Click Save. The tag will immediately appear in the list and become available for use in CRM and Flow Settings.


Where Tags Are Assigned

Manually — through the customer card

The operator opens the chat → Customer Card→ the Tags field.
Suitable for individual cases, VIP leads, manual team notes, and non-standard situations.


Automatically — through the Change tag step

In Flow Settingsstep Change tag — add or remove a tagautomatically adds or removes tags according to the scenario logic.
Examples:
  1. after registration → Registered
  1. deposit > $500 → VIP
  1. AI identified Spanish → Spanish.
This is the main way to work with tags in scalable funnels.


In bulk — through the Users section

In “Users” Users —
  1. select leads using checkboxes
  1. click Edit Chats
  1. select Add tag or Remove tag.
Suitable for re-tagging an old database, segmentation, and bulk tag cleanup.
gicon:Lightbulb
Practical strategy
Automation through Change tag, manual adjustments through the customer card, and bulk changes through Users — this way, the system requires almost no manual maintenance.


Where tags are used

Messenger

In Messengeryou can filter chats by tags: VIP only, Cold only, Spanish only.


Custom Filters

In Custom Filters — saved segmentstags are used for advanced saved segments. Example: VIP + Spanish + no activity for 7 days.


Condition

In Condition — conditional branchingyou can build branching based on tags: if the VIP tag is present — a separate sales-flow; if Cold is present — a reactivation branch.


Tag examples

Customer segment

  1. VIP
  1. New-lead
  1. Warm
  1. Cold

Traffic source

  1. From-FB
  1. From-Google
  1. Referral

Geography

  1. Italy
  1. India
  1. Spain
  1. Tier-3

Behavior

  1. Has-deposit
  1. Asked-refund
  1. Sleeping
  1. Active

Internal notes

  1. Need-follow-up
  1. Difficult
  1. Test-account
  1. Waiting-dep


What to keep in mind

Critical
Create tags before building the flow. The Change tag step works only with tags that already exist in Bot Settings → Tags. The system does not create a tag automatically while you configure the flow.
Note
Do not turn Tags into a replacement for the entire CRM structure. If there are too many tags (50–100+), the team stops understanding which ones are current, which are used in the flow, and which are no longer needed. Tags should help with segmentation, not duplicate every user action.


FAQ

There is no hard limit. However, a clear, structured tag system is recommended; otherwise, filtering and CRM maintenance become more complicated.

Yes. After deletion, the tag is no longer available for new assignments and disappears from the bot interface.

Yes. Tag Name supports Cyrillic, Latin characters, and emoji.

No. The color is only for display in Messenger, the customer card, and filters. It does not affect the flow logic or Conditions.

Yes. Via Webhooks & API — receiving data from external sourcesthe assign_tags and remove_tags parameters are available. Example: ?chat_id=1227280&assign_tags=sale or ?chat_id=1227280&remove_tags=old.


Related

Sale Status — sales funnel stages
The Bot Settings → Sale Status section is used to track the stage a lead is at within the sales funnel. Sale Status helps the team quickly understand: where the user is now which actions have already
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.”
Custom Filters — saved segments
The Bot Settings → Custom Filters section is where saved filters for lead segmentation are created. These are pre-built combinations of conditions that select the required audience from the entire dat
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
Customer Card
The client card is the right-hand panel in , which opens when you click a chat. It contains 3 tabs : Chat data (current lead parameters + actions), Events (event feed), Media (all files from the conve

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On this page

  • Tags vs Sale Status
  • When you need tags
  • How to Create a Tag
  • Where Tags Are Assigned
  • Manually — through the customer card
  • Automatically — through the Change tag step
  • In bulk — through the Users section
  • Where tags are used
  • Messenger
  • Custom Filters
  • Condition
  • Tag examples
  • Customer segment
  • Traffic source
  • Geography
  • Behavior
  • Internal notes
  • What to keep in mind
  • FAQ
  • Related