Trigger: Tag Added

The Tag Added trigger (tag.added) fires a workflow when a tag is added to a contact — whether manually from the inbox, by another workflow, or by the AI Agent. It's the foundation for automatic segmentation: every time a contact enters a category (VIP, past-due, interested in product X), you can trigger specific actions.

When it fires

It fires as soon as the tag is saved on the contact, regardless of the source (agent, API, workflow, or AI).

Requirements

• At least one tag created in the workspace (Settings > Tags, or created on the fly from the inbox).

Trigger configuration

• Tag name: leave blank to fire on any tag, or set an exact one (e.g. "VIP") to scope the workflow to that case.
• This trigger supports the "run only once per contact" option — useful to avoid resending the same welcome message if a tag is removed and re-added.

Available variables

• $tag.id, $tag.name, $tag.added_at
• Standard $contact.* variables

Example

A workflow triggered by tag.added with Tag name = "VIP": as soon as an agent tags a contact as VIP, the workflow reassigns the conversation to the Key Accounts team and sends a personalized welcome message using $contact.first_name.

Tips

• Combine with tag.removed to build the reverse flow (e.g. drop someone from a remarketing list once they stop being "interested").
• Use the exact tag name as it appears under Settings > Tags — matching isn't guaranteed to be case-insensitive everywhere, so test it first.

Troubleshooting

If the workflow doesn't fire, check that the tag was actually added to the contact (not just to the conversation) and that the filter's configured name matches the real tag exactly.