v2026.6.13
Release date: June 30, 2026
✨ New Features
Manage Customer Tags via AI Agent
The AI Agent now includes a new ready action — Manage Customer Tags — that allows the agent to autonomously add or remove tags from customers during a conversation, respecting the permissions configured by the administrator.
What is it for?
- Automatically tag a customer as "qualified lead", "interested" or any other tag defined in the organization
- Remove outdated tags based on conversation context (e.g., remove "no reply" when the customer responds)
- Qualify or reclassify customers in real time, without human intervention
How to configure?
- Open your AI Agent Prompt and go to the Tools tab
- Click Ready Actions and select Manage Customer Tags
- In the edit modal, configure the permissions:
- Tags the agent is allowed to add: None, All, or Selected
- Tags allowed to remove: None (default), All, or Selected
- When "Selected", choose exactly which tags the agent can manipulate
- Save — the description updates automatically to reflect the configuration
Permission control by mode
| Mode | Behavior |
|---|---|
| None | The agent cannot add/remove tags (default for removal) |
| All | The agent can add/remove any tag in the organization |
| Selected | The agent can only manipulate the explicitly listed tags |
Default when created: Add = All · Remove = None
How does it work in the AI?
The action is converted into an OpenAI tool with typed parameters:
- All mode:
tags_to_addortags_to_removeparameter as an array with an enum of all tag names in the organization - Selected mode: enum restricted to the authorized tags only
- None mode: the parameter is omitted from the tool — the agent literally does not have the field available
🎯 Benefits
- ✅ Automatic lead qualification without needing parallel flows
- ✅ Granular control: the administrator defines exactly what the agent can or cannot do with tags
- ✅ The AI cannot use tags outside the allowed scope (enum in the OpenAI tool enforces this)
- ✅ Action description updates dynamically when configuring, making it easy to read and audit