Overview

The Call Tags feature allows users to create, manage, and apply tags to calls. Each tag consists of a name, an optional description, and a color.
This helps in organizing and categorizing calls for better visibility, searching, filtering, and reporting.

How to Access

Navigate via the Sidebar:

Settings Icon  ➝ Tags

Screen Layout

Tags List View

The main Call Tags screen displays:

• Tag Name

• Description

• Tag Color

• Edit and Delete icons for each tag

• A Create New Tag button at the top

Create/Edit Tag 

Clicking Create New Tag or Edit opens a form with the following fields:

How to Use Call Tags

 Create a Call Tag

Steps:

1. Click Create New Tag

2. Enter:

• Tag Name (required, unique)

• Description (optional)

• Color (required — HEX or use color picker)

3. Click Create

4. System validates:

• Required fields are filled

• Tag name is unique

5. On success:

• Tag appears in the tag list

• A toast confirms: "Tag created successfully"

• Tag becomes immediately available for call tagging

Edit a Call Tag

Steps:

1. Click the Edit icon beside a tag

2. The modal opens pre-filled with tag data

3. Update:

• Tag Name

• Description

• Color

4. The system revalidates updated tag name

5. On success:

• Changes are saved

• Tag list updates

• A toast confirms: "Tag updated successfully."

Delete a Call Tag

Steps:

1. Click the Delete icon beside a tag

2. A confirmation dialogue appears containing:

• Message: "Are you sure you want to delete this tag?"

• A text input requiring exact match of tag name (case-sensitive)
  A Confirm Delete button that remains disabled until input matches

3. If the tag is assigned to calls, the dialog includes:

4. Once confirmed:

• Tag is soft-deleted (not available for new tagging)

• Tag is removed from tag list
  Toast appears: "Tag deleted successfully."

To use Tags you can access it from reports => distribution Reports.