Wtflo Help Centre / Documentation
Wtflo guide

Tags

Label contacts and filter conversations.

What it is

Labels for contacts and filtering.

Tenant menu: Outbound → Tags

As a partner

Standardize tag naming across clients for your support playbooks.

Step-by-step (for your customers)

Create tag with name and color.

Apply in chat contact panel or bulk from directory.

Filter conversations or build segments by tag.

Common mistakes

Skipping WABA connection before using this feature.

Missing role permissions — if menu item is hidden, check agent role in Admin.

Testing with production contacts before validating in a small test segment.

Related

WA Chat inbox

Segments

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