Assigning a Tag to a Call

Modified on Mon, 22 Jan at 2:30 PM

Assigning tags post-call is a feature that allows you to append specific labels to individual call records. This facilitates the categorisation of records, streamlining their retrieval and organisation. For instance, you can organize records based on responses, topics, priorities, or statuses.

Let's delve deeper into some of these features:

  1. Topic Classification

    Tagging enables easy classification and organisation of calls into various categories or themes. This allows for a straightforward view of all related calls and an analysis of data for each theme individually. For example, you can employ tags like «Sales », «Technical Support», «Spam», «Mischief» etc.

  2. Status Indicators

    Tags can be utilised to denote the status of each call. For instance, you might use tags such as «Processed », « Awaiting Response» , «Scheduled»  etc., to quickly ascertain which calls have been addressed and which ones require further attention. 

  3. Prioritisation

    Assigning priority-related tags can assist in determining which calls demand urgent attention or hold high significance. You might use tags like «Urgent» , «Important» , or «Routine» , for example.

  4. Analytics and Reporting

    Tagging also facilitates data analysis and the generation of reports based on various parameters and labels. For instance, you can group calls by tags and assess statistics associated with each tag.

Tags can be integrated into your CRM, where they are stored alongside other call-related information, such as the customer's number, the call's date and time, etc. This ensures that a vast amount of data is preserved and organised, making it readily available for further analysis and use.

⚠️ Attention!

The  « Question-Answer»  feature must be activated in the PBX system.

Also see:

 "How to Assign a Tag to a Call"

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