Introduction
This quick guide shows how to use the built-in Add Tag and Remove Tag tools. These tools are useful for controlling outbound call triggers and stopping conversations after they’ve ended. Ideal for managing active conversations and saving on message usage in high-volume deployments.
1. Setting Up the Add Tag Tool
Go to Tools & Abilities → Manage Tools.
Click Create Tool and select Add Tag.
Name the tool (e.g., add_tag_call).
Tool description example:
“Always use this tool when the user requests a phone call in order to tag them so a team member (or bot) can initiate the call.”
For the tag value, enter: call_now.
Save the tool and add it to your assistant.
2. Trigger an Outbound Call When Tag Is Added
Open your Agent SuiteLevel Automation from the outbound calling workflow.
Add a trigger: Tag Added → choose call_now.
Set the action to Make AI Call and ensure your assistant ID is included.
This connects the tag to a call trigger, letting the bot call a user after tagging them.
3. (Optional) Prompting the Tag
You can include a prompt step to reinforce the tag action (e.g., “If the user asks to be called, always call the tool add_tag_call.”)
While optional, it helps the AI understand when to run the tool.
4. Setting Up the Remove Tag Tool
Return to Tools & Abilities → Manage Tools.
Create another tool of type Remove Tag.
Name it (e.g., remove_tag_example_bot).
Description example:
“Always use this tool when the conversation ends to remove the tag and prevent further replies.”
Tag to remove: example_bot.
Save and add this tool to your assistant.
5. Why This Matters
Add Tag: Great for triggering workflows like outbound calls when users request action.
Remove Tag: Helps end conversations properly and prevent unnecessary message costs.
Especially useful for keeping bots from responding endlessly after a task is completed.
Tips
Keep your tag names simple, lowercase, and use underscores.
Always test the tags in Agent SuiteLevel after setup to confirm behavior.
Include tagging logic in your assistant’s prompt if you want full control and consistency.
