Contacts
VIP, New Lead, Lapsed, Hindi speaker, Mumbai customer — tag any way that helps. Multi-tag per contact, auto-tagging via bot, color-coded for fast scanning.
Per contact
No limit
Bot tagging
From conversation outcome
Coded
Visual identification
Tag families
Organized at scale
A contact can have any number of tags: 'VIP', 'Mumbai', 'Hindi-speaker', 'subscribed-newsletter', 'beta-program'. No either/or restriction.
Bot flows can tag contacts based on conversation outcomes. Completed onboarding → 'onboarded'. Asked about premium → 'premium-interest'.
Assign colors to tags for visual identification in the inbox and contact list. 'VIP' red, 'New Lead' green, 'Lapsed' grey. Faster eyeballing.
Send campaign only to contacts with 'VIP' tag. Exclude contacts with 'opted-out-marketing' tag. Combine tags with AND/OR.
VIP-tagged conversations route to senior agents. Spanish-tagged routes to Spanish-speaking team. Tag-based routing rules.
See conversion rates per tag. Discover which tag combinations correlate with high LTV. Use insights to refine your tagging strategy.
Plan tags before applying. Common families: lifecycle (new/active/lapsed), tier (free/paid/premium), source (organic/paid/referral), language, region, behavior.
Bulk-tag via CSV import (column maps to tags), tag in batch from segment view, or tag individually from the contact page.
In bot flows: 'When user picks Lending, tag with lending-interest'. 'When user gets escalated to human, tag with needs-followup'.
Campaign audience: 'all contacts tagged VIP'. Segment: 'tagged lending AND lifetime_value > 50000'. Filter combinations.
Quarterly review which tags are actually used. Retire tags that aren't moving any campaigns. Promote tag families that drive value.
| Feature | Edesy | Typical competitor |
|---|---|---|
| Multi-tag per contact | ||
| Auto-tagging via bot | Limited | |
| Color-coded tags | ||
| Hierarchical tag families | ||
| Per-tag analytics | ||
| Inbox routing by tag | Manual | |
| Filter campaigns by tag | ||
| Tags per workspace | Unlimited | 50-200 |
Tags: 'new-lead' (1-7 days), 'engaged' (active in last 30 days), 'lapsed' (no activity 60+ days), 'lost' (180+ days). Each gets different campaign strategy.
Lifecycle-tuned messaging cuts unsubscribe 70%
Tags: 'organic-search', 'meta-ad', 'referral', 'event'. Compare per-source conversion + LTV.
Identified meta-ad customers as 4x more valuable than referrals
Bot tags 'lending-interest', 'insurance-interest', 'investment-interest' based on conversation topic. Targeted campaigns per interest.
Cross-sell campaign CTR up 5x
VIP, premium, standard tags. Inbox routes VIP messages to senior agents within 2 min. Premium SLA met automatically.
VIP CSAT score 4.9 vs 4.4 standard
Bot detects language and auto-tags. Hindi-speakers, Tamil-speakers, English-only. Campaign content matches.
Multi-language campaign relevance 100%
Tags for what they opted into: 'marketing-emails', 'transactional-whatsapp', 'beta-features'. Send only what they want.
Spam reports down to 0.02% (industry: 0.5%)
Free workspace, unlimited tags, auto-tagging by bots. Most teams have a working tag taxonomy within 30 minutes.