Workflow node: Add tag

What it does

The Add tag node (and its counterpart Remove tag) attaches or detaches a tag on the active conversation and, at the same time, on the linked contact. Both cards share the same underlying engine — only the configured action differs.

When to use it

Use it to automatically segment leads or customers: mark "Hot lead" when the AI Classifier detects buying intent, remove "Payment pending" once a charge is confirmed, and so on. Because the tag also lands on the contact, it stays visible even if the customer opens a brand-new conversation later — it isn't lost when the chat closes.

Configuration

• Tag: pick an existing workspace tag, or type a new name (the workflow creates it automatically if it doesn't exist yet).
• The node figures out add vs. remove from which card you dragged onto the canvas (Add tag / Remove tag) — you don't pick that separately.

Example

"Interested in the Scale plan" workflow: when a contact asks about pricing, an AI Classifier node detects "Sales" and an Add tag node right after tags the contact with Lead - Scale. From the Contacts view, the sales team filters by that tag to build their follow-up list, regardless of which conversation it originated from.

Tips

• Tags are unique per workspace: two different workspaces can each have their own independent "VIP" tag.
• Running the node twice with the same tag doesn't create duplicates — it's idempotent.

Troubleshooting

If the tag doesn't show up on the contact, confirm the conversation actually has a linked contact (some test conversations or very new channel imports might not yet). If the node returns "Tag not found or specified", check that you either selected a tag or typed a name.