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Contact Tags

Tags are color-coded labels you create for your organization and assign to any contact. Use them to segment your contacts, filter the Contacts list, and help the AI categorize callers automatically.

Contact Details left sidebar showing three color-coded tags — New Lead, Follow-up Needed, and Appointment Scheduled — below the contact name with an Add Tag button

Create a tag

Section titled “Create a tag”

Tags are managed at the organization level. To create a new tag:

  1. Go to Settings → General (or the Tags section if available).
  2. Enter a tag name and choose a color.
  3. Click Save. The tag is now available to assign to any contact.

Assign a tag to a contact

Section titled “Assign a tag to a contact”

Open a contact’s details page. In the left sidebar, click + Add Tag and select a tag from the list.

Remove a tag from a contact

Section titled “Remove a tag from a contact”

Click the × next to the tag in the left sidebar to remove it.

Filter contacts by tag

Section titled “Filter contacts by tag”

On the Contacts list, click Tags and select a tag to show only contacts with that label.

Contacts list with the Tags dropdown open showing color-coded tags — New Lead is checked and the list shows one matching contact

AI auto-tagging

Section titled “AI auto-tagging”

After each call, Loquent analyzes the conversation and automatically applies relevant tags to the contact. A note labeled AI Agent appears in the timeline listing which tags were applied.

Section titled “Related pages”