Auto Tag is a feature that:
Automatically applies labels (tags) to a contact or chat
Based on rules like user responses, entry points, or bot flows
Helps in organizing leads, tracking stages, segmenting users, and automating follow-ups
🟢 This is not a built-in WhatsApp feature — it works through WhatsApp Business API tools or platforms like Ai Zapy.
🧠 How Auto Tag Works (Example)
Example 1: Lead Source Tagging
If a user comes from a Facebook Ad, auto-tag them as:
Tag: Lead – Facebook
Example 2: Product Interest Tagging
If a user types:
“I’m interested in your graphic design service”
Auto-tag:
Tag: Service – Graphic Design
Example 3: Chatbot Flow Tagging
After filling out a WhatsApp form or flow:
Tag: Form – Completed, High Intent
🔧 Platforms That Support Auto Tagging
Platform Auto Tag Feature Type
Zapy AI ✅ Yes No-code AI CRM
Respond.io ✅ Yes Unified inbox
WATI ✅ Yes Chatbot + CRM
Twilio ⚠️ Manual/Custom Developer API
360Dialog ⚠️ API only API Provider
📌 Benefits of Using Auto Tags
🗂️ Organize chats automatically
🛒 Segment users by interest, source, or stage
🔁 Trigger automations based on tags (e.g., send follow-ups)
📈 Track lead journey without manual work
💬 Personalize responses (e.g., “Thanks for your interest in X!”)
💡 Example Tags You Can Use:
Trigger Auto Tag
First-time user New Lead
Booked a consultation Appointment – Booked
Asked about pricing Hot Lead
Clicked from Instagram Source – Instagram
Showed no interest Cold Lead
Completed payment Paid Customer
⚙️ How to Set It Up
No-code (Zapy, WATI, etc.):
Create chatbot flow or keyword triggers
Add “Apply Tag” step
Done — tag gets applied during chat
With API (Twilio, 360Dialog):
Use a backend system to watch for messages
Apply tags via webhook or CRM integration