What is call tagging
Call tagging is the process of assigning predefined labels to calls, making it easier to organize, filter, and search your call history later. Instead of scrolling through a long list of calls, you can quickly find every call related to a specific topic (such as sales, support, or billing), outcome, or customer by filtering on its tag.
How to create call tags
Before you start assigning tags to your calls, you need to create the tags themselves.
To create a call tag:
Go to Settings.
Desktop:
Mobile:
2. Open General on the web and desktop versions and Call tags on the mobile version.
Desktop:
Mobile:
3. Scroll down to Call tags on the web and desktop versions.
4. Click + Add tag.
Desktop:
Mobile:
5. Give the tag a name.
Desktop:
Mobile:
6. Select a color.
Desktop:
Mobile:
7. Add a description.
Desktop:
Mobile:
8. Click Save.
Desktop:
Mobile:
How to assign tags to calls
There are two ways to assign tags to calls in DialLink: manually or using AI.
Subscription availability: Manual call tagging is available on all plans, while AI call tagging is available only on Professional and Enterprise plans.
Manually assign tags to calls
Once your tags are created, you can start assigning them to calls.
Manually assign call tags in the Call tab
Open the Calls tab.
Desktop:
Mobile:
2. Open the call you want to tag.
Desktop:
Mobile:
3. Click + Add tag.
Desktop:
Mobile:
4. Select a tag from the list.
Desktop:
Mobile:
5. Click Save.
Desktop:
Mobile:
You can add more than one tag to a call by repeating the steps above.
Manually assign call tags in the Conversation tab
Open the Conversations tab.
Desktop:
Mobile:
2. Find the conversation containing the call you want to tag.
Desktop:
Mobile:
2. Find the call entry.
Desktop:
Mobile:
3. Click +.
Desktop:
Mobile:
4. Select a tag from the list.
Desktop:
Mobile:
5. Click Save.
Desktop:
Mobile:
You can add more than one tag to a call by repeating the steps above.
Enable AI to assign tags to calls
Instead of tagging calls yourself, you can let AI analyze each call and automatically match it with the most relevant tag, saving you time on manual organization.
To enable it:
Go to Settings.
Desktop:
Mobile:
2. Open General on the web and desktop versions and Call tags on the mobile version.
Desktop:
Mobile:
3. Scroll down to the Call tags section.
4. Turn the toggle next to Automatically Match Tags to Calls ON.
Desktop:
Mobile:
How to filter calls by tags
Open the Calls tab.
Desktop:
Mobile:
2. Click the Filter icon.
Desktop:
Mobile:
3. Select a tag from the list.
Desktop:
Mobile:
The call list updates automatically based on your selection.