Use the Customer Tags page to manage the labels your team uses to group customers. This page is best for reviewing the tag list itself, seeing how many customers use each tag, and cleaning up tags that are no longer useful.

Customer tags help you segment and filter your customer list, for example VIP, Regular, or Lead.

Opening Customer Tags

Go to the customer tag area from the customer section of the dashboard. The page uses the same Customers header area, and the action button changes to Add Customer Tag when you are on the tags page.

If there are no tags yet, Speako shows:

• No customer tags yet
• Create tags like VIP, Regular, or Lead to segment your customers.
• Create your first customer tag

Reading the tag cards

Each tag card shows:

If a tag has no assigned customers, the card can show No customers tagged.

Searching and sorting tags

Use Search customer tags to find a tag by name.

You can sort tags by:

• Alphabetical
• Most customers
• Recently added
• By color

Sorting by Most customers is useful when you want to see the tags your team uses most often. Sorting by Recently added helps after a cleanup or setup session.

Editing a tag

Open the tag card menu to edit a tag. The edit sheet is titled Edit Customer Tag and explains that customer tags help you segment your customer list.

You can change the tag name and colour. If the new name conflicts with another tag, Speako asks you to choose a different name.

Deleting a tag

Deleting a customer tag removes that tag from the tag list and clears it from customers that were using it. Speako asks you to confirm with Delete Customer Tag before the deletion.

⚠️ Important: Deleting a tag does not delete customers. It only removes that label from the affected customer profiles.

Keeping tags useful

Review tags regularly if your team creates them often. Merge similar ideas into one clear label, remove tags nobody uses, and keep names short enough to scan quickly in the customer list.