How to Use Lists as Tags in HealthdeskAI
Overview
Lists in HealthdeskAI function as tags that help you organize and segment contacts for efficient communication and follow-up.
You can use lists to categorize leads and clients (e.g., New Leads, Active Members, Past Clients) directly from the Inbox without switching to other modules.
These lists/tags can be later used for Email Blasts, SMS Blasts, and automated workflows.
When to Use Lists as Tags
To group new inquiries or leads by date, campaign, or location.
To identify contacts by engagement level (e.g., Trial Members, Interested Prospects).
To manage communication pipelines within Inbox.
To quickly tag contacts during live chats or SMS conversations for future follow-up.
Step-by-Step Instructions
1. From the left sidebar, click Inbox to view ongoing conversations.
2. From the Details panel on the right side of the screen, click Create new list, and a pop-up window titled Create new static list will appear.
3. Confirm the Contact has been added to the list (i.e. has been tagged) by viewing their list membership on the Details panel of the right side of your screen. You can remove this user from this list/tag by clicking the red minus button.
Pro Tip
You can tag contacts directly from the Inbox — ideal for real-time lead management.
Example: While chatting with a new inquiry, tag them as “New Leads - October” immediately for follow-up or inclusion in automations.
FAQs
Q: Can I delete a list?
A: Yes. Go to Contacts → Lists, select it, and click Delete list.
Q: Does deleting a list delete the contacts?
A: No. It only removes the tag group — contacts remain in your database.
Q: Can a contact belong to multiple lists?
A: Yes, contacts can be tagged in multiple lists for different campaigns or engagement stages.
Q: If I delete a contact, are they removed from all lists?
A: Yes, deleting a contact removes them from every associated list.
Q: Can I use lists for SMS or Email Blasts?
A: Yes. When creating a Blast, select the desired list as the recipient group.
Q: What’s the difference between a List and a Tag?
A: In HealthdeskAI, Lists = Tags. They both serve as grouping and segmentation tools.
Q: How can I see which list a contact belongs to?
A: Open the contact in Inbox, check the Lists section on the right; all assigned lists will be shown.
