How to Set Up Lead Tagging

Lead Tagging Tutorial (Start from 8:00)

Lead Tagging: Segmenting Leads Automatically

This tool is used purely for organizing and segmenting leads without notifying a human.

What it does:

Applies one or more tags to a lead's profile. This is essential for filtering leads later or for triggering other workflows.

Use Cases:

• Segmenting "hot leads" who reply with a specific keyword during a webinar or promotion (e.g., "VIP", "SECURE").
• Categorizing leads based on the product line they ask about (e.g., \skincare_interest\, \haircare_interest\).
• Marking leads who have received a specific discount offer.

How to Configure:

1. In AI Tools, click "Add Tool" and select \lead_tagging\.
2. In the Description box for the tool, define the tag to be applied.

Example: "When a user sends a keyword like 'secure' or 'vip', tag them as 'interested'."

1. In the System Prompt, provide the exact trigger condition.

Example: "If the user replies with the exact word 'SECURE', use the \lead_tagging\ tool to apply the 'hot_lead_webinar' tag."

Lead Tagging Tool Now Supports "Remove"

We've enhanced the \lead_tagging\ tool to give you more dynamic control over your lead management. Previously, the tool could only add new tags. With this update, you can now add and remove tags using the same tool.

This allows your AI agents to automatically clean up and manage lead profiles, ensuring tags are always accurate and relevant based on the latest conversation.

How It Works

The \lead_tagging\ tool now enables LLMs to manage tags for leads with two distinct actions:

1. add: Applies a new tag to the lead. (Requires tag name)
2. remove: Removes an existing tag from the lead. (Requires tag name)

CRITICAL: The \action\ field must be EXACTLY one of these two values: add or remove. Do not use descriptive text or any other variations.

Examples of Use

Here is how you can instruct your AI to use both actions:

To Add a Tag:

> Use _[tool name]_ to add the tag _"Interested"_ when _the customer is interested in Product A._

To Remove a Tag:

> Use _[tool name]_ to remove the tag _"Interested"_ when _the customer is not interested anymore in Product A._

Guidelines for Use

• Purpose: Use this tool to tag, categorize, and mark important information about your leads.
• Conciseness: Only apply tags for crucial information and keep them concise (max 3 words is recommended).
• 'Reason' Field: This field is where you explain _why_ you are performing the action (e.g., "Customer expressed interest in demo," "Customer stated they are no longer looking").
• 'Action' Field: This field must be the exact string \"add"\ or \"remove"\, nothing else.