Call tags guide

Call tags are labels you add to your calls to sort them by topic ("Sales inquiry"), outcome ("Meeting booked") or sentiment ("Unhappy customer"). You can then filter your call history and analyze your calls.

Who can do what

Number of tags by plan

Tags sync in real time across the mobile app, web app and console.

Create and manage tags

In the console, go to Call settings > Tags.

Create a tag

1. Click Create new tag.
2. Give it a clear name and pick a color.
3. Click Confirm.

Edit a tag

1. Click the three dots to the right of the tag.
2. Select Edit tag and change the name or color.
3. Click Confirm.

The change applies to all calls already tagged.

Hide or delete a tag

To keep your history, hide rather than delete.

Tag a call

During a call, in the mobile app

1. Tap the tag icon to the right of the keypad.
2. Select one or more tags.
3. Tap Confirm.

During a call, in the web app

1. In the call window at the bottom right, click the three dots.
2. Select Tags & Notes.
3. Choose your tags, then click Save.

After the call

• In the web app, add tags in the "Call ended" window.
• From your call history (web or mobile), select the call and add or remove tags.

Analyze calls by tag

Filter the history

1. In the console, go to Statistics > User logs.
2. In the filter row, click Selected 0 tags on the right.
3. Choose one or more tags.

Export a report

1. Go to Statistics > User logs.
2. Choose the report type and date range.
3. Download the file (CSV, XLSX…). It includes a column with each call's tags.

Tags and CRM

If Onoff Business is connected to your CRM, tags are sent along with call logs. See the integration guides.

Related articles

• Roles and permissions
• User logs guide
• Onoff Business × CRM integration guide