Tag v3.1.0

Managing your contacts effectively requires flexible categorization tools. WhatsMark's Tag Management feature lets you create and assign color-coded tags to contacts, making it easy to segment, filter, and organize them based on any criteria relevant to your business — such as interest level, product type, or campaign.

What is a Tag?

A Tag is a label you can attach to contacts to group or categorize them freely. Unlike statuses or sources, tags are flexible and can represent anything meaningful to your workflow. Examples include:

• interested — contacts who showed interest
• vip — high-value contacts
• follow-up — contacts needing follow-up
• campaign-a — contacts from a specific campaign

Tags help you:

• Segment contacts for targeted communication
• Filter contacts quickly in your dashboard
• Automate actions based on tag assignments in Bot Flow

Interface Overview

Here's what the Tag Management table looks like:

Table Columns

• SR.NO: Serial number for each tag entry
• Name: The label assigned to the tag (e.g., interested, vip)
• Color: A colored square representing the tag color for quick visual identification
• Actions: Buttons to Edit or Delete a tag

You can also:

• Use the Search bar to find specific tags instantly
• Use Columns to hide or show columns for a cleaner view
• Use Default to reset column layout

Managing Tags

Editing a Tag

To update an existing tag:

1. Click the Edit button next to the tag you want to modify
2. In the popup, update the Name or pick a new Color by entering a hex code or selecting from the color picker
3. Click Submit to save your changes

Deleting a Tag

• Click the Delete button to remove a tag you no longer need
• A confirmation prompt will ensure you don't accidentally delete important tags

Adding a New Tag

You can add new tags anytime to match your business needs:

1. Click the + New Tag button at the top left of the table
2. Enter a descriptive Name for the tag (e.g., "interested" or "vip")
3. Choose a Color that will help distinguish this tag visually
4. Click Submit to save the new tag

Your new tag will immediately appear in the table and be available for assignment to contacts.

Benefits of Using Tag Management

• Flexible Categorization: Tag contacts with any label relevant to your workflow — no predefined limits
• Visual Clarity: Color-coded tags make it easy to scan and identify contact groups at a glance
• Segmentation: Group and filter contacts by tags for targeted messaging and campaigns
• Automation: Use tags in Bot Flow's Update Contact Node to automatically tag contacts based on their interactions

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Label v3.1.0

The Label Management feature in WhatsMark allows you to create and assign color-coded labels to chats, helping your team categorize and prioritize conversations efficiently. Labels work similarly to tags but are applied at the chat level rather than the contact level.

What is a Label?

A Label is a color-coded identifier assigned to a chat to indicate its type, priority, or stage. Examples include:

• support — chats requiring customer support
• sales — chats related to sales inquiries
• urgent — high-priority conversations
• resolved — chats that have been handled

Labels help you:

• Categorize chats for better team organization
• Prioritize conversations visually using colors
• Filter and manage chats efficiently in your dashboard
• Automate label assignments through Bot Flow

Interface Overview

Here's what the Label Management table looks like:

Table Columns

• SR.NO: Serial number for each label entry
• Name: The label name assigned to the chat (e.g., support, urgent)
• Color: A colored square representing the label color for quick visual identification
• Actions: Buttons to Edit or Delete a label

You can also:

• Use the Search bar to find specific labels instantly
• Use Columns to hide or show columns for a cleaner view
• Use Default to reset column layout

Managing Labels

Editing a Label

To update an existing label:

1. Click the Edit button next to the label you want to modify
2. In the popup, update the Name or pick a new Color by entering a hex code or selecting from the color picker
3. Click Submit to save your changes

Deleting a Label

• Click the Delete button to remove a label you no longer need
• A confirmation prompt will ensure you don't accidentally delete important labels

Adding a New Label

You can add new labels anytime to match your team's workflow:

1. Click the + New Label button at the top left of the table
2. Enter a descriptive Name for the label (e.g., "urgent" or "resolved")
3. Choose a Color that will help distinguish this label visually
4. Click Submit to save the new label

Your new label will immediately appear in the table and be available for assignment to chats.

Benefits of Using Label Management

• Chat Organization: Categorize conversations clearly so your team always knows what each chat is about
• Visual Priority: Color-coded labels help agents quickly identify urgent or important chats
• Team Efficiency: Everyone on your team can see the current state of each conversation at a glance
• Automation: Use labels in Bot Flow's Update Contact Node to automatically assign labels to chats based on contact interactions