AI Conversation Tags
Understand AI Conversation Tags
AI Conversation Tags let you label conversation replies to organize and act on your sales conversations. The system includes Auto tagging, which analyzes the last message sent by a lead to automatically assign the appropriate tag. AI Tags are dynamic — they are updated as the conversation evolves.
Default Tags
Enginy includes essential default tags. You can choose to enable them as AI Auto Tags so the system automatically detects and applies the most common conversation outcomes.
Tag | Category |
Interested | Positive |
Meeting Booked | Positive |
Referred | Positive |
Bad Timing | Neutral |
Not the Target Persona | Neutral |
Out of Office | Neutral |
Not Interested | Negative |
Important: Default tags cannot be deleted or edited, which ensures consistency across your team. You can duplicate them and activate or deactivate them depending on your workflow.
Tag Categories
All tags are grouped into three categories:
Category | Purpose |
Positive | Indicates favorable outcomes |
Neutral | Indicates non-committal responses |
Negative | Indicates unfavorable outcomes |
On the Analytics page, you can track a single aggregated metric per category or view individual tag counts for more granular insights.
Create a Custom Tag
Click Create Tag (top right of the AI Conversation Tags tab).
Configure the following fields:
Field | Description |
Title | Name of the tag |
Color | Visual color identifier |
Category | Select Neutral, Positive, or Negative |
Instructions (optional) | A prompt the AI uses to analyze conversations and decide whether to apply this tag |
Auto tagging (optional) | Toggle to activate automatic tagging when a conversation matches the tag's criteria |
Important: Custom tags must have Instructions defined before they can be activated for Auto tagging. Without an instruction, the tag can only be applied manually.
Auto Tagging
Auto tagging is controlled by the toggle switch on the tag editor and on each tag card in the main view.
Enabled: The AI uses the Instructions to analyze each conversation's last message and automatically applies the tag if the criteria match.
Disabled: The tag is available for manual use only.
Auto tagging is dynamic — each time a new message arrives in a conversation, the AI re-evaluates which tags apply and updates them accordingly.
Tag Compatibility
A conversation can have multiple tags at the same time (e.g., Bad Timing and Interested).
Tags are automatically updated as the conversation evolves — if the context changes, relevant tags are added or removed.
Manage Tags
All available tags are displayed as cards in the AI Conversation Tags module. Each card has:
Trash can icon — Delete the tag.
Overlapping squares icon — Duplicate the tag (select multiple to duplicate in bulk).
Toggle switch — Enable or disable Auto tagging (only for tags with defined Instructions).
Note: Click on any tag card to open and edit it.
The module provides two views:
View | Shows |
All | Every tag in the account |
Active | Only tags with Instructions and Auto tagging enabled |
A search bar is also available to filter tags by name.
Where AI Tags Appear
Inbox: AI tags appear directly on replies so you instantly know the context of each conversation. For example, if a lead replies with "Let's connect again next quarter," the AI tags it as Bad Timing. You can always remove a tag manually if it does not fit.
Analytics page: Tag metrics are tracked individually, helping you quickly understand patterns in replies across campaigns.
ICP Quick Filter
The ICP Quick Filter uses the Ideal Customer Profile defined in your AI Playbook to automatically apply filters when you search for Contacts or Companies on LinkedIn.
How It Works
When you run a Search for Contacts or a Search for Companies through LinkedIn, the system:
Detects your saved ICP from the AI Playbook.
Applies the relevant filters instantly, including: Job Titles, Locations, Company Industry, and Company Size.
You can still adjust any filters manually after they are applied.
Benefits
Save time on setup — no more retyping filter criteria for every search.
Stay consistent with your targeting strategy.
Improve lead quality by aligning outreach with your most qualified buyers.
If you have not set up an ICP yet:
Click Create your first AI Playbook ICPs.
A new tab opens with your AI Playbook.
Click Fill with AI.
The AI analyzes your company website and LinkedIn profile to automatically generate your Ideal Customer Profile.
Once completed, your ICP is saved and the Quick Filter is ready to use.
Tip: Keep your AI Playbook updated. The more accurate and detailed your ICP, the smarter your filters will be.