Add Tag & Remove Tag Tools: Automating CRM Tagging with Your AI

The Add Tag and Remove Tag tools empower your AI assistant to automatically update CRM tags based on the flow of a call or chat—enabling seamless workflow triggers, follow-up automations, and more. 

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Add Tag: How and When to Use

• Purpose:
  Add a tag to a CRM contact based on the conversation’s outcome, a user’s request, or a specific situation.
  
  

• Typical Use Cases:
  
  

  • Mark a contact as “do not disturb.”
    
    

  • Share a website or special link upon request.
    
    

  • Track conversation outcomes for triggers.
    
    

Example Setup

1. Create the Add Tag Tool:
   
   

   • Name it (e.g., share_website).
     
     

   • In the description: “Use this tool to share our website if the user requests it.”
     
     

   • Specify the exact tag (e.g., share_website).
     
     

2. CRM Automation:
   
   

   • In your CRM, create a workflow:
     
     

     • Trigger: Contact tag added (share_website)
       
       

     • Action: Send SMS with your website link or other details.
       
       

📝 Tip: This is a great way to have the AI initiate an SMS with pre-approved messaging during a call—especially useful for sharing resources that can’t be sent by voice.

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Remove Tag: How and When to Use

• Purpose:
  Remove a specific tag from a CRM contact, usually to indicate a change in status or workflow completion.
  
  

• Setup:
  
  

  • Follows the same process as Add Tag, but specifies removal instead.
    
    

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Best Practices & Alternatives

• Automatic Extractions:
  For some situations, automatic extractions can trigger similar post-call/chat workflows with less latency. Consider using them for analytics or where real-time action isn’t required.
  
  

• Prompting:
  As always, add the tool’s name in your main prompt and describe exactly when and why it should be used for maximum consistency.