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Tags

Tag contacts by enquiry type, priority and call outcome, and get to know the standard tags the assistant adds.

2 min read

Tags are short keywords on contact records: buyer, seller, hot-lead and so on. Used well, they let you slice your customer base in seconds: "hot buyers looking for a 3+1 in Kadıköy who gave marketing consent".

In Squaremeters the assistant adds most tags. After a call it writes the caller's enquiry type, priority and call outcome as tags, and automations and lists run off them. So always check with your consultant before renaming a tag.

Standard tags

Squaremeters AI

Enquiry type

buyersellertenantlandlord

Added by the assistant

Priority

hot-leadinternational-buyer

Assistant / agent

Call outcome

transferredno-answer

Added by the assistant

Consent

do-not-call

Assistant / agent

Import

import-2026-10

You, when importing

Standard tag groups used in your office and who adds them.
TagMeaning
buyer, seller, tenant, landlordEnquiry type.
hot-leadReady, clear budget, needs a call back now. The agent gets a notification and a task.
international-buyerBuyer from abroad or not Turkish-speaking; routed to an English-speaking agent.
transferredThe assistant live-transferred the call to an agent.
no-answerThe call wasn't answered; a follow-up message scenario starts.
do-not-callThe customer doesn't want calls; they're removed from campaigns and DND should be on.

Heads up

Tags such as hot-lead, no-answer and do-not-call trigger automations. Renaming or deleting one may stop the related follow-up messages. See Follow-up by call outcome.

Tagging a contact

Squaremeters AI
AD

Ahmet Demir

Owner: Selin Kaya

Phone

+90 5•• ••• 12 34

Email

ahmet.demir@mail.com

Enquiry type

Buyer

Area · Rooms

Kadıköy · 3+1

Budget

13–15M ₺

Tags

buyerhot-lead
1
s
hot-lead
seller
portal-enquiry
2
+ Create tag

Opportunities

Moda 3+1 · 14,5M ₺

Buyers → Appointment booked

Viewing booked

Sat 11:00 · Selin Kaya

Note added by Elif

Liked Moda AT-1042, asked about covered parking

Tag: hot-lead

Oct 8, 22:41

Contact created

Inbound call · AI · Oct 8

Pick from the list before creating a tag; spelling variants (Buyer / buyers) split your reports.
Tags field on a contact: pick an existing tag or create a new one.
  1. On the contact detail page (or the contact panel in Conversations), click + in the Tags field.
  2. Type the first letters and pick an existing tag from the list. If it's not there, create one with Create tag.

Remove a tag with the × on it. To tag many contacts at once see Bulk actions; to tag while importing see Importing contacts.

Tip

Pick from the list before creating a new tag. buyer, Buyer and buyers are three different tags and split your reports.

Rules for your own tags

Alongside the standard tags you can use office-specific ones: an expo, a campaign, a development name.

  • Always lowercase, no special characters, with hyphens: property-expo-2026, project-atasehir.
  • Track deal progress (viewing done, offer made) with pipeline stages, not tags; tags are for lasting attributes. See Stages and status.
  • Put budget, area and rooms in the Property enquiry fields, not in tags; they're easier to filter and report on.
  • Review the tag list monthly and remove unused tags.

Filtering by tag

  • On Contacts, use More Filters → Tag to list contacts with a tag and save it as a smart list.
  • In Conversations, use the Tag filter to see only those customers' messages. See Filters and views.

Example: for Emre, your English-speaking agent, set up a smart list of international-buyer contacts and a conversation view with the same filter; Emre starts the day seeing only his own customers.

Managing tags centrally

The full tag list, renaming and deleting live under Settings → Tags. Deleting a tag removes it from every contact. Details: Tags management.

Didn't solve your problem?

Ask the assistant or message our support team.