---
url: >-
  https://docs.corbitaltech.dev/products/whatsmark-saas/tenant/tag-label-management.md
description: >-
  Learn how to use Tag and Label Management in WhatsMark to categorize contacts
  and chats with color-coded tags and labels. Improve organization and workflow
  efficiency.
---

# Tag and Label Management

## Tag 

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:

![Tag Management Table](../images/tag-label/tags.png)

#### 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

![Edit Tag Popup](../images/tag-label/create-tag.png)

#### 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

![Add New Tag Popup](../images/tag-label/create-tag.png)

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

***

## Label 

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:

![Label Management Table](../images/tag-label/labels.png)

#### 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

![Edit Label Popup](../images/tag-label/create-label.png)

#### 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

![Add New Label Popup](../images/tag-label/create-label.png)

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