> ## Documentation Index
> Fetch the complete documentation index at: https://docs.blubash.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Create conversation and contact tags

> Use tags in BluBash to classify contacts, apply filters, and segment your audience. Tags stay linked to the contact even after a conversation ends.

Tags in BluBash are used to organise contacts and their conversations. They help you classify profiles, apply filters, and track the relationship with each person over time. Because tags are linked to the **contact** rather than to an individual conversation, they remain in place even after a conversation is closed.

<Info>
  You can assign multiple tags to the same contact, and you can restrict each tag's visibility to specific teams to keep your workspace organised.
</Info>

## Create a tag

<Steps>
  <Step title="Open the Tags area">
    In the left-hand menu, click **Tags**. You will see a list of existing tags, or an empty screen if none have been created yet.
  </Step>

  <Step title="Click Add Tag">
    In the top-right corner of the page, click **+ Add Tag** to open the creation form.
  </Step>

  <Step title="Fill in the tag details">
    Complete the following fields:

    * **Name** — enter a clear label (for example, *Active Customer*, *Segment: Health*, or *Referral*).
    * **Description** (optional) — add context about when or how to use this tag.
    * **Color** — choose a color to make the tag easy to identify at a glance.
    * **Availability**:
      * To make the tag visible to **all teams**, enable the corresponding option.
      * To restrict the tag to **specific teams**, enable **Select specific teams** and check the ones that should have access (for example, Admin, Sales, Support).
  </Step>

  <Step title="Save the tag">
    After filling in all the fields, click **Create Tag** to finish.
  </Step>
</Steps>

## Tag ideas for your workspace

These categories reflect lasting contact characteristics and are useful across sales, support, and relationship management:

<CardGroup cols={2}>
  <Card title="Customer type" icon="users">
    Individual, Business, Distributor, Reseller
  </Card>

  <Card title="Industry segment" icon="building">
    Retail, Technology, Health, Education
  </Card>

  <Card title="Contact source" icon="arrow-right-to-bracket">
    Referral, Social media, Website, Event
  </Card>

  <Card title="Relationship status" icon="handshake">
    Active customer, Inactive customer, Former customer, Potential partner
  </Card>

  <Card title="Main interest" icon="star">
    Product A, Technical support, Consulting, Licensing
  </Card>

  <Card title="Lead profile" icon="funnel">
    Cold lead, Priority, Opportunity
  </Card>
</CardGroup>

## Tips

* Use **different colors** to distinguish tag categories visually (for example, by department, customer type, or status).
* Create tags that describe **who the contact is**, so they remain useful over time.
* **Avoid creating too many tags** — an overcrowded list makes filtering and daily use harder.
* Review your tags periodically to remove duplicates or outdated terms.