Introduction
Tags in SalesRevv are a simple but powerful way to organize clients, guide AI interactions, and control workflows. They give you flexibility to track things beyond your POS, customize how clients are grouped, and keep your sales process accurate and efficient.
What Tags Do
Organize and categorize clients within SalesRevv.
Track things your POS might not handle (e.g., ClassPass).
Create custom categories for events, promotions, or client groups.
Creating Tags
When you create a new tag, make sure to set it up with the information both you and the AI need:
Add a name to identify the tag.
Write a description that gives AI background context about the tag.
Add AI instructions so the AI knows how to handle communication with clients carrying this tag.
Mark the tag as qualified or not qualified (sales-ready vs. not interested lead).
Set whether the tag is active (included in stacks) or inactive (excluded).
Save the tag and apply it directly to client profiles.
Automatic vs. Manual
System tags (like ClassPass) may be added automatically depending on your POS.
Custom tags must be created and applied manually.
Using Tags in Practice
Filter clients by tags for quick organization.
Tags determine who enters workflows, stacks, and automations.
Refresh after creating a new tag to see it appear in filter options.