> ## Documentation Index
> Fetch the complete documentation index at: https://docs.apten.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Tags

> Learn how to create and manage tags to organize and categorize your leads

## 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

## Creating a Tag

<img src="https://mintcdn.com/apten/2hdML2XAlHQvJIVR/images/tag_page.png?fit=max&auto=format&n=2hdML2XAlHQvJIVR&q=85&s=62d96e9a2a1e51c87a25be5e12b7a3fb" alt="" width="1917" height="879" data-path="images/tag_page.png" />

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**

<Info>
  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.
</Info>

## Managing Tags on Leads

<img src="https://mintcdn.com/apten/2hdML2XAlHQvJIVR/images/tags_manage.png?fit=max&auto=format&n=2hdML2XAlHQvJIVR&q=85&s=65650dfae57c116ea60f035816e9c681" alt="" width="467" height="378" data-path="images/tags_manage.png" />

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

<Note>
  You can also create new tags on the fly from the Manage Tags menu without leaving the conversation.
</Note>

Tags appear as colored badges on each conversation card, making it easy to see how leads are categorized at a glance.

## 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.

## 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](/integrations/salesforce) for more details.