---
title: "Tag Management in Agentcis"
description: "Learn how to efficiently organize, filter, and target your contacts in Agentcis using tags. This guide will help you understand how to create and use tags to manage clients, streamline operations, and send focused Email or WhatsApp campaigns effortlessly."
url: https://support.agentcis.com/en/articles/414-tag-management-in-agentcis
collection: "Getting Started"
updated: 2026-07-15
language: en
---

# Tag Management in Agentcis

Learn how to efficiently organize, filter, and target your contacts in Agentcis using tags. This guide will help you understand how to create and use tags to manage clients, streamline operations, and send focused Email or WhatsApp campaigns effortlessly.

Finding any lead in seconds and sending hyper-targeted campaigns has never been easier. **Agentcis Tag Management** lets you instantly filter your entire contact list and automatically build campaign audiences, ensuring your message reaches the right people every time. This isn’t just organization—it’s a smarter, more powerful way to manage your marketing.

## What are Tags in Agentcis?

**Tags** in Agentcis are customizable keywords or labels that you can create and assign to contacts for better organization and easy filtering.  
They help you quickly classify and find clients based on specific criteria—such as _Visa Pending_, _Offer Received_, _Interested in Canada_, or _IELTS Completed_.

Tags are highly useful for:

-   **Classifying and filtering** contacts efficiently.
    
-   **Automation purposes**, such as setting conditions for campaigns.
    
-   **Targeted communication**, where you can select tags as recipients while creating **Email** or **WhatsApp campaigns**.
    

In short, tags simplify your workflow by allowing you to manage and reach the right clients with minimal effort.

## How to Create a Tag in Agentcis

Follow the steps below to create and manage tags within your system:

1.  **Go to Settings**
    
    -   From the right side of your dashboard, click on **Settings**.
        
        ![](https://staticfiles.gleap.io/gattachments/1E5MuXn9Hyqmfpz8YDHRcjpl2kjL6W0MS9XI3BV4SYyi4o1z0IqXZ7ozM9pb5MohE56JR85WSxV.png)
2.  **Open Tag Management**
    
    -   In the settings menu, select **Tag Management**.
        
        ![](https://staticfiles.gleap.io/gattachments/1NhoIGkOpJxPlTjKPpy8a2wPa6LKkrTXvdces9F46435zmZfxxubXwWCyoNoOVf60vZhQ9bdokp.png)
3.  **Click on Add Tag**
    
    -   You’ll see the option to **Add Tag** at the top right.
        
        ![](https://staticfiles.gleap.io/gattachments/Q11T6J8RuBxuHgGttkOq2D1hakAHDytID3jYxHGuj4prvpI8tKKSsDsIi3eMyXn77DLUcJZuO1G.png)
4.  **Enter Tag Details**
    
    -   Write the **Tag Name** you wish to create (for example, _Australia Intake 2025_ or _Visa Pending or Hot_).
        
    -   Once done, click on **Save**.
        
        ![](https://staticfiles.gleap.io/gattachments/7ClHF5F3yVcSMV7kNy4WoMWndbla0KEuZA73frZTQkhhkTo1X6Nkq2gEEkgZHx005yq3E0WJmyy.png)
        

## Using Tags in Agentcis

Once you’ve created tags, you can use them in multiple ways across the system.

### **1\. Add Tags to Contacts**

-   Go to the **Contacts** section.
    
-   Open the contact profile you wish to tag.
    
-   Click on the **“+” icon** next to the Tags field.
    
-   Choose from the existing tags or create a new one.
    
-   Click **Save** to apply.
    

This helps you instantly categorize clients based on their stage, interest, or progress.

![](https://staticfiles.gleap.io/gattachments/OiEtCKRlAkev2izyfqipthNdvzl6DXxdLVSZswbrKMHySPWvlI1nV7IzB1GNkT1tOYPTY4s8PwH.png)

### **2\. Filter Clients by Tags**

-   Go to your **Contacts** or **Leads** page.
    
-   Click on **Add Filter**.
    
-   Select the **Tag** option and choose the tag(s) you want to filter by.
    
-   The system will instantly display all contacts linked to that tag.
    

This makes it easy to find clients belonging to a specific group—such as “Visa Approved” or “Interested in Australia.”

![](https://staticfiles.gleap.io/gattachments/V0WNeplr1zkEbTFu239EVdgp72Px9fY4uOexiAXKH6BF9ItVryPhdS6Zcrmo9KPiXIrgvVDdfWm.png)

### **3\. Use Tags in Campaigns**

Tags can also be used while creating **Email** or **WhatsApp campaigns**.  
When setting up your campaign audience, simply select the desired **Tag** as the recipient filter.

This ensures your campaign only reaches the contacts relevant to that message—helping you achieve higher engagement and more meaningful communication.

![](https://staticfiles.gleap.io/gattachments/IUSOUQ8VpqNi0FnLUMMuT3hM6VGjDC7A7XiML0CqrttcVxbA1jV30msY4ZJBTVqw3ERhieUArZZ.png)

## **Summary**

Tag Management in Agentcis helps you:

-   Organize and categorize contacts effectively.
    
-   Save time by quickly filtering clients through tags.
    
-   Run focused **Email** and **WhatsApp** campaigns with precision.
    

Start using tags today to streamline your operations and communicate smarter with your clients.