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Overview

Tags let you label and categorize your leads. You can use them to track lead status, segment conversations, filter exports, and trigger webhooks. There are two types of tags:
  • Manual tags — applied by you or your team directly on a conversation
  • Condition-based tags — applied automatically by Apten’s AI when a conversation meets a condition you define

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Creating a Tag

  1. Go to Tags in the left sidebar
  2. On the right side of the page, fill in the following:
    • Name — a label for the tag (e.g., “Interested”, “Scheduled”, “Not Qualified”)
    • Color — pick a color to visually distinguish the tag
  3. Choose whether the tag is manual or condition-based:
    • Manual: Toggle the manual switch on. You’ll apply this tag yourself from conversations.
    • Condition-based: Leave the manual switch off and enter a condition — a plain-English description of when the tag should be applied.
  4. Click Create Tag
For condition-based tags, write the condition as a natural language statement. For example: “The lead has expressed interest in scheduling a tour” or “The lead mentioned they have a budget over $500k”. Apten will evaluate each conversation against this condition and apply the tag automatically.

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Managing Tags on Leads

You can add or remove tags directly from any conversation:
  1. Open a conversation from the Dashboard
  2. Click the Actions dropdown button at the top of the conversation
  3. Select Manage Tags
  4. Search for and select tags to add, or click an applied tag to remove it
You can also create new tags on the fly from the Manage Tags menu without leaving the conversation.
Tags appear as colored badges on each conversation card, making it easy to see how leads are categorized at a glance.

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Tag Metrics

Track how often tags are being applied over time from the Metrics page. Select the tags you want to monitor to see a chart of tag activity across a date range. This is useful for tracking trends like how many leads are being qualified or expressing interest over time.

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Integration Sync

Tags can automatically sync to your CRM when an integration is connected. Apten supports tag syncing with:
  • Salesforce
  • HubSpot
  • Dynamics 365
To enable tag sync, go to Integrations, select your connected CRM, and toggle tag syncing on in the integration settings. See Integrations for more details.