Notes & Tags
Organize contacts and log conversation details automatically.
Overview
Notes and tags help you organize contacts and maintain detailed records of every interaction. Your AI agents can add tags to trigger automations and create notes with conversation summaries.
Using Tags
Tags are powerful for triggering GHL workflows:
- Add 'Appointment Booked' tag to trigger confirmation sequence
- Add 'Hot Lead' tag to notify sales team
- Add 'Call Back Requested' for follow-up automation
- Use tags to segment contacts for marketing campaigns
Available Tag Tools
Your agents can:
- Add Tags - Apply one or more tags to a contact
- Remove Tags - Remove tags from a contact
- Get Tags - Check what tags a contact has
Automatic Notes
Agents can automatically create notes containing:
- Call summary and outcome
- Key information discussed
- Action items and follow-ups
- Full conversation transcript (optional)