Skip to main content

Call Tags

Call tags are colored labels you define once and then attach to calls in the phone system app. They give your team a shared vocabulary for what a call was about, so a quick glance at the call list tells you whether something was a sales inquiry, a support request, or a call that still needs a callback.

The Settings → Call tags page in the phone system panel is where the set of tags lives. Anyone using the phone system app picks from that same list, which keeps labels consistent across the whole team. Each phone system can hold up to 15 tags.

Call tags settings page listing three tags with their colors and enabled toggles

When Tags Help​

SituationExample tags
Sorting calls by why someone calledQuote request, Billing question, Complaint
Splitting work between teamsSales, Support, Accounts
Tracking what still needs doingCall back, Send info, Escalated
Spotting priority calls in a long listVIP, Urgent

Because every tag has a color, tagged calls stand out in the app without anyone reading the label.

Creating a Tag​

  1. In the phone system panel, open Settings → Call tags.
  2. Click Add a new tag.
  3. Pick one of the preset colors (red, blue, green, or yellow), or choose Custom to set your own.
  4. Type the tag name in the Title field.
  5. Click Save.

Create Tag form with the color list open showing the preset colors and a Custom option

Create Tag form with Blue selected and the title Sales entered

The new tag shows up in the list with its color, name, and whether it is currently enabled. From that point it can be applied to calls from the phone system app.

Keep the list short

A handful of clear, distinct tags gets used. A list of twenty near-duplicates does not. Start with the categories you would actually filter or report on, and add more only when a real gap shows up.

Editing a Tag​

  1. Go to Settings → Call tags and find the tag.
  2. Open Actions → Edit tag.
  3. Change the Color or Title as needed.
  4. Click Save.

Actions menu on a tag row with Edit tag and Delete tag options

Edit Tag form showing the current color and title of a tag

The change applies everywhere the tag is shown, including in the phone system app.

Turning a Tag Off Without Deleting It​

Each row in the tag list has an Enabled toggle. Switch it off to stop the tag from being offered for new calls while keeping it, and any history that uses it, intact. Switch it back on whenever you need it again.

This is the right choice for seasonal or campaign tags you expect to reuse.

Tag list with the Sales tag switched off using the Enabled toggle

Deleting a Tag​

  1. Go to Settings → Call tags and find the tag.
  2. Open Actions → Delete tag.
  3. Confirm in the pop-up.
Deleting removes the tag from past calls too

A deleted tag disappears from the list and from every call it was previously attached to. If you only want to retire a label, disable it instead.

Last updated on