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Call tags

Your agent tags each call with any of the built-in tags that apply. Custom tags add categories specific to your business.

The Call Tags screen, showing built-in tags and the custom tag form

Open Settings → Call Tags.

  1. Enter the tag name, up to 40 characters, such as “Warranty claim”.
  2. Optionally, describe when the tag applies, in up to 200 characters. The AI uses the description to decide, so be specific.
  3. Select Add tag.

Edit changes the name or description, and Delete removes a tag. Tags already on past calls stay where they are.

Filter Conversations by tag to review a category.