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      2. Conversations

      Create a Tag

      This guide offers a straightforward process for creating and managing tags in SalesAi, enhancing your ability to organize and categorize contacts effectively. Scroll through the steps below to get started:

       

      Not a visual learner? No problem!
      Here’s a straightforward, step-by-step guide in text form:

      1. Navigate to the SalesAi Platform

      • Access the SalesAi dashboard .

      2. Go to Conversations

      • Click on "Conversations" in the left-hand navigation panel .

      3. Select a Contact

      • In the left column, locate and click on the contact you want to tag .

      4. Open Contact Information

      • In the far-right panel, under Contact Information, click the drop-down arrow to view details like:

        • Name

        • Email

        • Phone Number

        • Company

        • Job Title

        • Date Created

        • Timezone

        • Tags .

      5. Add a New Tag

      • Under the Tags section, click the “+” button to create a new tag .

      6. Name Your Tag

      • Type in the name of your tag (e.g., Lead, Meeting Booked, DND, etc.).

      • Press Enter on your keyboard to save the tag .

      🧹 Managing Tags

      • View Saved Tags: Once saved, the tag will appear below the contact's information.

      • Delete a Tag: Click the “X” next to the tag name to remove it.

      • Add More Tags: To create additional tags, click the “+” button again and repeat the process.

       

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