This article is for Aircall’s old Dashboard which most Admins have been migrated away from. For information on Aircall’s new Dashboard, please click here.
Using Call Tags is a great way to categorize your call activity for reporting. However, Call Tags can only be created and edited by an Aircall Admin.
Once created, tags can be applied by all users, allowing them to quickly sort and categorize their calls. If you are on the Professional plan, you can also enforce call tagging by enabling the Mandatory Call Tagging feature. If you have Aircall integrated with a CRM, your tags will also be pushed with your call logs.
While In-call or in the Call End View, you can tag your call by selecting the Tag button.
Once selected, the Tag menu will slide up from the bottom and you’ll be able to select as many tags as required.
Forget to add Tags during the call? Or, maybe you added the wrong tag? While In-Call, or from the To-do or Call History section, you’ll be able to add or edit tags.
Click on a call log to open the call details. Then click Add Tag.
Then you can add or edit the tags and they will appear as follows:
On a final note, please keep in mind that once you have created Tags for your phone, they will appear for all users. It is not yet possible to separate tags by phone line or team.
Still in need of assistance? Please feel free to reach out to the Support Team and we’ll be happy to assist!