08/31/2026
Tagging a conversation was always the easy part. Getting someone to actually act on it, that was the problem.
This week we shipped 4 updates to Tags to fix that:
1. Automations on tags
A tag being added is now a trigger. Set a rule: When a tag is added → If it matches → assign it, send a template, update a property — whatever you need.
2. Assign directly from the tag
Pick a Team or User while creating the tag, and conversations get routed automatically the moment it's applied. No separate rule to build.
3. Channel control for AI tags
AI tags can now skip specific channels - Text, Phone, AI Calls, Fax. Useful when a tag fits texts fine but adds noise on AI voice calls or voicemails.
4. Manage Tags page
Settings → Manage Tags. Manual and AI tags, one searchable place — search, edit, delete, create.
Still manually re-routing tagged conversations across locations? This is built to end that.
Book a demo: https://hubs.ly/Q04vYB8F0