Tagging calls in Ringover helps organize and manage communications. It allows you to categorize interactions, quickly access relevant information, and analyze data to improve efficiency.
Prerequisites:
- You must be an account administrator 👨💼 to access the Dashboard and enable this feature.
- You must first activate the free feature in your Marketplace.
Step 1: Create and edit tags / Tag groups
- 💻 Go to your Dashboard> Configuration> Call Tags.
To create a tag group:
- Click on "Create a group"
- Name the group
- Then go to the step “Add a tag” below
To add a tag to a group:
- Click “Add a tag” to create the tags you want to use
- Name it, choose a color, and select who can access the tag 🖌️
Good to know:
- 💡 If no user is selected, the tag will be available to all users
- 💡 You can define the maximum number of tags that can be used per call (No limit in the image below)
Access Permissions:
- Click on the three dots to the left of your tag group.
- Select "Access Permissions".
- Then choose the collaborators who will have access to these tags (by default, "accessible to everyone").
Step 2: Allow users to tag their calls
- 🖥️ Go to your Dashboard > Configuration > Users
- Select a user and click on “Edit”
- Check the box “Tag calls” in the “Calls” section under “Permissions”
💡 You’ll then have the option to apply the permission to other users as well.
Note:
- You can enable mandatory notes and tags after each call to better track customer interactions. Click here to learn how to enable mandatory notes and tags.
Step 3: Tag calls
- 🖥️ Go to your Ringover Webapp
- Click on the "Tags" button at the top right of the screen
- Click on the tag icon under each call to add a tag (shown with a red circle)
- Search for the desired tag and click on it to assign it to the call
💡 You can also add or remove tags by clicking directly on the call log
Automatic tag
When automatic tags are enabled, AI analyzes your calls and adds the relevant tags. If no call note is present, a summary is automatically generated.
👉 Automatic tagging applies to all calls, even when they are not recorded.
⚠️ However, it does not apply to:
- calls shorter than 10 seconds (subject to confirmation based on exact settings),
- voicemails,
- unanswered or failed calls.
That's it — now you know how to tag your calls and keep them organized! 🎉
Please note that some sections may be outdated and will be updated soon.