Overview
The Tags section in your Awaz.ai dashboard allows you to organize call results, filter contacts, and enhance your campaign reporting. By tagging conversations, you can quickly group leads, track outcomes, and improve follow-up actions.
By the end of this guide, you’ll know how to:
✔ Create tag categories and assign tags
✔ Use tags in agent prompts to track outcomes
✔ Filter contacts using tags in the Contact List
Step 1 – Access the Tags Section
Log in to your Awaz.ai dashboard.
Go to Settings > Tags from the left-hand menu.
Click “Add Tag Category” to create a new group.
Inside the category, click “Add” to define the specific tag titles (e.g., Interested, Wants Follow-Up, WhatsApp Request).
💡 Tip: Keep tag names clear and action-oriented for easier tracking and filtering.
Step 2 – Set Tags to Be Used in Agent Prompts
To apply tags dynamically during a conversation:
Go to the Agents section and click Edit on the agent you want to configure.
In the edit screen, click the Prompt section.
On the right-hand side, under the Tags section, click “Add Tag”.
Select your desired tag from the dropdown and define the trigger condition in the field:
Example: “Add tag when the user asks or request for a WhatsApp message.”
This allows the AI agent to automatically apply a tag to a contact when the condition is met.
Tags actively used by the agent will appear on the right-hand side, making it easy to manage and review at a glance
Step 3 – Filter Tagged Contacts
Once tags are being applied automatically during calls or manually in the contact list, you can use them to segment and take action on your leads:
Go to your Contact List tab.
Select one of your contact lists.
Use the Filter at the top, including the Tag Category you previously created.
Select the desired tag (e.g., Interested, Wants Follow-Up, WhatsApp Request, Email Request) to view only contacts that match that tag.
This is especially useful for:
Finding leads who asked for more info
Running targeted follow-up campaigns
Quickly segmenting contacts by behavior or interest
Why Use Tags?
✅ Label Outcomes: Know what happened on each called contacts — no guessing.
✅ Segment Leads: Target follow-ups by interest or status.
✅ Search & Filter: Easily locate key contacts based on their tag.
Need Help?
We’ve got plenty of resources to assist you!
📺 Tutorial Videos: Watch step-by-step guides
🔑 Login / Sign-up: Access Awaz.ai
📖 Help Center: Visit our knowledge base
💬 Live Chat – Bottom-right corner of the Awaz platform