1. Create a tag

Before adding a tag to a contact, you must create it.

To do this:

1. Go to Settings.
2. Access General settings.
3. Click on Tags.
4. Select Create new tag and complete the creation.

2. Add the tag to a contact

Once the tag has been created, you can assign it to a contact in two ways:

Option 1 – Through the top menu

1. Click the nine-dot icon located at the top of the screen.
2. Select Add tags.
3. Choose the desired tag.

Option 2 – Through the contact details

1. Click the profile icon in the upper-right corner to open the contact details.
2. Scroll to the Tags section.
3. Click Add tag and select the desired tag.

If you want to remove a tag from a contact, simply click the “X” next to the corresponding tag.

Viewing, Editing, or Deleting Tags

To view, edit, or delete tags, go to Settings > Tags.
In this section, you will find a complete list of all tags already registered in the system.

If you want to create a new tag, just fill in the following information:

• Tag Name: the title that will identify the tag.
• Department: select the responsible area (e.g., Sales, Support, Finance, etc.).
• Category: choose the related category for better organization.
• Color: assign a color to make visual identification easier.
• Description: add a brief explanation about the use or purpose of the tag.

These options help you better organize contacts and conversations, making segmentation and searching within the platform easier.