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Advanced tagging in WhatsApp Business to segment customers

Why tagging customers isn't a luxury, it's necessary

Without tags, all your WhatsApp contacts look the same at a glance: you don't know who already bought, who just asked a question, or who's interested in a specific product. Tagging properly is what lets you later send the right message to the right person, instead of sending the same thing to everyone.

Types of tags that actually help

Manual tags vs. automatic tags

Tagging by hand works with few customers, but doesn't scale. Ideally, certain tags get added on their own based on what the customer does or says — for example, anyone who asks about "price" gets automatically tagged as "interested," without a human having to do it.

How HeroChat solves this

HeroChat lets you automatically tag customers based on keywords, actions within the funnel, or the product they asked about — and those tags can trigger automatic messages or alerts to the team. Segmentation stops being manual work and becomes part of the system.

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The full CRM, to sell over WhatsApp without generating AI ads.

  • Everything in the CRM included
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The complete CRM + Vox: generate your own AI ads.

  • Everything in the Basic plan
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Frequently asked questions

Which tags are most useful for a business selling on WhatsApp?

Funnel stage, product interest, and campaign source are the three most actionable ones for day-to-day use.

Can tags be assigned automatically?

Yes, based on keywords in the conversation or customer actions within the funnel, without a human having to do it by hand.

Can I send a promotion only to customers tagged with a specific product?

Yes, that's exactly the advantage of segmenting well — you can notify only the relevant group, not your entire contact list.

How many tags should I use?

As many as you need to make real decisions — too many tags with no clear use end up being as useless as having none.

Pick your plan and start today

Secure payment processed by Hotmart.

Básico $15/mo See more ▾

The full CRM, to sell over WhatsApp without generating AI ads.

  • Everything in the CRM included
Get started →
Intermedio $22/mo See more ▾

The complete CRM + Vox: generate your own AI ads.

  • Everything in the Basic plan
  • 🎬 Vox: AI script generator
  • 🗣️ Free voice narration
  • 🖼️ 30+ image/video/audio tools
Get started →
Premium $30/mo See more ▾

Everything, no limits: clone your voice and create talking avatars.

  • Everything in the Pro plan
  • 🎙️ Clone your own voice (free)
  • 🎭 Talking avatar — photo + audio → video
  • ✨ Remove objects/watermarks with AI
Get started →