> ## Documentation Index
> Fetch the complete documentation index at: https://talktohumans.app/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# 🏷️ Tags & notes

Future you will forget why this person mattered.

Tags record the state of the relationship, while notes preserve the useful detail behind it.

Together, they give you a lightweight CRM layer.

## Add a tag from a conversation

<Steps>
  <Step title="Open the tag selector">
    Open a conversation and press `L`, or use the tag control in the conversation sidebar.
  </Step>

  <Step title="Choose or create a tag">
    Select an existing tag or create one with a clear name and color.

    New workspaces include practical defaults such as `Hot lead`, `Friend`, and `Candidate`. Replace them with language your team already uses.
  </Step>

  <Step title="Use the tag in a view">
    Create or edit an inbox or contact view, then filter on tag membership. The tag now changes what appears in the queue.
  </Step>
</Steps>

## Tags follow people across threads

Tags attach relationship context to conversation participants.

You will see them in the inbox, contact views, company views, and sidebars.

## Add notes

Open the person or company in the context sidebar and add a note where you will need it later.

Useful notes capture facts that change the next message:

→ Why they are relevant<br />→ What they asked for<br />→ Which teammate owns the relationship<br />→ What happened outside LinkedIn<br />→ What you promised to send next