Add Tags and Notes
Tags and notes turn raw chats into structured customer data. Tags drive segments and automation; notes capture the human context.
When to use this guide
On every meaningful conversation.
Before you start
- An open conversation.
Step-by-step
- 1
Add a tag
Click the tag icon in the right-hand contact panel, type to search or create a new one, and press Enter.
- 2
Use tag conventions
Pick a small, consistent set: Lead Stage (new, qualified, won), Source (instagram, referral, ad), Issue Type. Stick to one convention per workspace.
- 3
Add an internal note
Switch to the Note tab in the message box and type. Notes are saved to the conversation timeline and visible only to your team.
- 4
Mention a teammate in a note
Type @ to ping someone — they get a real-time notification.
What happens next
Tags become available in Contacts for segmentation and in Automation as triggers and conditions.
Common issues
I created duplicate tags ('vip' and 'VIP').
Tags are case-insensitive on creation but display the case used first. Edit under Settings → Tags to merge.
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Related guides
Inbox
Inbox Overview
Tour of the Nuha Chat Inbox — where every customer conversation lives, with filters, assignment, and team collaboration.
Automation
Create Your First Automation
Build a no-code workflow that runs on its own — from trigger to condition to action — in under 10 minutes.
Contacts
Contacts Overview
Your customer database — every WhatsApp contact you've ever talked to, plus those you've imported.
Still need help?
Contact Nuha Chat Support — the more detail you share up front, the faster we can help. Please include:
- Workspace name — so we can find your account.
- WhatsApp number involved in the issue (in international format).
- Screenshot of the issue, including the full error message if one is shown.
- The step you were trying to complete when the issue happened.
We typically reply within a few hours during business days.