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 categorising 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:

Field	Required
Tag Name	Yes
Description	No
Color	Yes

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 the 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 an exact match of the tag name (case-sensitive)
  A Confirm Delete button that remains disabled until the 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)

• The tag is removed from the tag list

1. Toast appears: "Tag deleted successfully."

Upload bulk tags

Steps: 

1. Click on “Upload Tags”

2. The modal opens 

3. Upload a file with the next Structure 

1. Name: text 

2. Description: text

3. Color: HEX code 

2. Or you can download the sample file and reupload it

4. The system will validate all data and highlight any invalid data  

5. After fixing the data and changing the file, you can upload tags and use them in your next reports 

Note:  

You can use the Tags from the Reports to assign and assign them

Auto-tagging

This feature allow you to control if you want ai to tag calls  in analyzed calls