Using Add Tag & Remove Tag Tools in Lead Indicator

Introduction

This quick guide shows how to use the built-in Add Tag and Remove Tag tools inside Lead Indicator. 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 GoHighLevel 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 GoHighLevel after setup to confirm behavior.
• Include tagging logic in your assistant’s prompt if you want full control and consistency.

Summary

This guide covers how to use Add Tag and Remove Tag tools to trigger workflows and stop bot replies in Lead Indicator. These are especially useful for outbound calling and conversation cleanup in SMS or voice flows.

• Create Add Tag tools (e.g., call_now) to start calls or workflows.
• Connect tags to triggers inside GoHighLevel automations.
• Create Remove Tag tools (e.g., example_bot) to stop conversations when finished.
• Add both tools to your assistant after creation.

Need help? Visit support.leadindicator.ai or email [email protected].