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Update Tidio contact properties and tags in bulk

Your CRM says who is a paying customer, but Tidio only knows what visitors typed into a chat, so segments and Flows target the wrong people.

Cotlet does it in your own Tidio account with list_contacts, get_contact and update_contact, called by your AI agent, an n8n workflow or a script.

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Hosted · nothing to install or maintain

Can Tidio do this on its own?

Tidio imports contacts from CSV and TXT files, and its Flows can set a property with the Update Contact Property action (checked 17 Oct 2026). The OpenAPI has contact create, batch update and patch endpoints on Plus and Premium only, with 60 requests per minute on Plus, and no official MCP server can call them. On Free, Starter and Growth there is no API route, and an import file cannot be run on a rule you describe in words.

How you do it in Tidio today

  1. In Tidio the Contacts list shows built-in properties such as Name, Email, Last seen, Tags and Conversation rating, and the Customize button picks which columns show.
  2. A new property is created in Settings > Fields, on the Contact properties tab, with Create a Contact Property; its type cannot be changed later.
  3. Properties of one contact are edited in the visitor details section on the right side of a chat.
  4. Bulk changes go through the Import button above the All contacts list: a CSV or TXT file, mapped column by column and confirmed.
  5. A segment holds contacts matching filters, so it follows the property you set; segments cannot be filled by choosing contacts by hand.

How to update Tidio contact properties and tags in bulk

Prompt

List Tidio contacts with an email on our domain list, set their plan property to customer and add the tag vip to the ones I name, then tell me how many changed.
  1. 01

    Read the contact list

    list_contacts returns contacts with their properties and tags, and filters by email, so the agent can match a list you paste against what Tidio holds.

  2. 02

    Match and decide

    Each row of your list is matched by email; contacts missing from Tidio are listed and not created, and contacts that already have the value are skipped.

  3. 03

    Check the property exists

    get_contact shows the property names the contact already has, so the agent only writes to properties that exist in Settings > Fields and reports a name it cannot find.

  4. 04

    Write the change

    update_contact sets the properties and adds or removes tags in one call per contact. It reaches no one and a wrong value is undone by calling it again.

  5. 05

    Report the count

    The agent reports how many contacts changed, how many were already correct and which emails were not found.

What you get back

Example data

List rows: 120
Updated 97 (plan = customer)
Already correct 18
Not found in Tidio 5:
- ola@example.com
- r.kim@example.com
Tagged vip: 12

Other ways to ask

  • Add the tag churn-risk to contacts whose Last seen is older than 90 days.
  • Set the property language from each contact's country and show me the mismatches.
  • Every Friday, copy the plan column from this CSV into Tidio and email me the diff.

What Tidio allows, and what to know first

  • The Contacts list and its CSV export are on all Tidio plans, including Free; the export includes only the properties shown in the list.
  • Contact properties cannot be deleted, only hidden, and a property type cannot change after it is created.
  • In the OpenAPI a contact property has a name of up to 128 characters and a value of up to 1000 characters.
  • A segment is built only from filters, so a property set by the agent moves contacts into the segment on its own.

update_contact changes only your own Tidio data and reach no one else, so it runs without asking first.

Sources: Tidio Help: The Contacts List · Tidio Help: Contact Properties · Tidio Help: Import Contacts into Tidio · Tidio developers: Get contacts

Call update_contact from a script

curl

curl -X PATCH https://cotlet.dev/api/v1/tidio/contacts/c4d9e1a2-77b0-4e0f-9a31-5b2c8e6f0d13 \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"properties":{"plan":"customer"},"add_tags":["vip"]}'

Example response

{
  "contact_id": "c4d9e1a2-77b0-4e0f-9a31-5b2c8e6f0d13",
  "properties": {
    "plan": "customer"
  },
  "tags": [
    "vip"
  ]
}

MCP: add https://cotlet.dev/mcp/v1 with the same key; the call is tidio_write → update_contact. Example data.

Schedule it in n8n, Make, Zapier or cron

Tidio tools this automation uses

Cotlet Tidio tools used to update Tidio contact properties and tags in bulk
Tool Parameters
list_contacts email, tag, limit, cursor
get_contact contact_id
update_contact contact_id, properties, add_tags, remove_tags
All 14 Tidio tools with descriptions

Frequently asked questions

Is it safe to connect Tidio to Cotlet?

Yes. You sign in to Tidio yourself, in your own Cloud Browser in the EU, and we never save your password. Your agents only get Tidio once you enable it, every background request is listed, and the browser profile is stored encrypted with AES-256-GCM, the cipher 1Password uses for its vaults. The AI model never sees a login, posts and messages wait for your OK, and Disable for agents cuts access in one click. Independent scanners grade cotlet.dev A+ on Qualys SSL Labs, securityheaders.com and Mozilla Observatory; live results are on https://cotlet.dev/security.

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