AI Adding & Removing Tag

Purpose

This feature allows your AI Assistant to automatically add or remove tags from a contact during or after a conversation. Using built-in tools or triggers, the AI can manage tags without human input—helping you automate workflows, update contact records, or control how and when the AI engages in future interactions.

1. Click Tools & APIs

2. Select the add or remove tag option

3. Add a tool name and the tag to be added / removed:

4. Add the condition to the prompt and call the tool:

What tags are added by the assistant after each call

- answered
- not answered
- ai voice appointment booked
- voicemail reached
- contact hangup
- ai hungup
- dial failed
- dial no answer
- call transfer
- machine detected
- max duration reached
- dial busy
- inactivity

FAQs

Q: How can the AI add or remove a tag automatically?
A: You can use a tool (such as the “Add/Remove Tag” action block) inside your assistant’s AI tools. Based on what the user says or does, the AI will apply or remove specific tags from the contact record.

Q: some common use cases
A:

• Add a tag when a user expresses interest (e.g., interested_in_consult)

• Remove a tag after a lead has been qualified

• Add smschat_ai to activate AI follow-up

• Remove smschat_ai to pause AI responses