How to Create a Tool to Add and Remove Tags

A tagging tool lets your assistant mark a contact mid-conversation — “qualified,” “customer support,” or anything else your pipeline depends on — which then triggers a GoHighLevel workflow automatically.

Steps

1. Access the assistant. Log into GoHighLevel, go to the correct sub-account, open the Assistant submenu and select the assistant to configure.
2. Add the tool. Open Tools and Settings, then Tools and Abilities, and click Add Tool. Make sure at least a couple of pre-built tools are already assigned — this is required for the tagging tool to work correctly.
3. Create the tag tool. Click Add Tag, choose Create New Tool, then Add Tag. Give it a clear, unique name and a description that starts with “Use this tool,” so the assistant knows exactly when to call it.
4. Reference it in the prompt. Tailor the greeting to ask the user’s name, then have the assistant call the tool by name — for example, use_tool_add_tag_new — using underscores, not spaces.
5. Test it. Assign a phone number to the assistant for testing, dial it, and confirm the assistant captures the name and successfully applies the tag.
6. Build the automation. Create a new workflow triggered on Contact Tag, and define what happens next — send an email or SMS, or hand off to a second assistant using the Make AI Call action with that assistant’s ID.

Cautionary notes

Double-check the tag name and prompt syntax match exactly — a typo here silently breaks the tool. Confirm the required pre-built tools are assigned before testing, and always test end-to-end after setup rather than assuming it works.

Next step

To send data instead of just a tag — an address, a revenue figure, anything you extract from the conversation — see how to create a custom tool to extract data and fill custom fields.