2 min readUpdated Oct 5, 2026inbox, tags, organization
How to Use Tags
Label WhatsApp conversations and contacts with tags in LeadPattern so you can filter, segment and find them later.
Tags are short, colored labels you attach to conversations and contacts — like New lead, VIP, Needs follow-up or Refund. Where assignment answers who owns a chat, tags answer what it's about, which makes a busy inbox searchable.
Add a tag to a conversation
1
Open the conversation
Select the chat you want to label in the Chats list.
2
Open the tags control
In the conversation header, open the tags control.
3
Pick or create a tag
Choose an existing tag, or type a new name to create one. New tags get a default color you can change later.
Filter by tag
Back in the inbox, filter the conversation list by a tag to see everything with that label — for example every New lead waiting for a first reply. Tags also power customer segments for broadcasts.
Remove a tag
Open the tags control on the conversation and remove the tag. Removing a tag from a conversation doesn't delete the tag itself — it stays available for everything else.
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