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Call tagging

Does your business or call centre get a ton of calls? Then you’ll know how important it is to be able to easily analyse and disposition both inbound and outgoing calls. That’s where call tagging comes in. See how Dialpad’s easy-to-use call tagging feature works!

Computer monitor showing Dialpad's contact center platform user interface

What is call tagging? How does it work in Dialpad?

Call tagging (sometimes also called call tracking) is a feature you’d find in business phone systems or contact centre platforms that lets you categorise phone calls based on a predefined set of criteria.

It’s like adding virtual labels to every call, which can help your sales and customer experience teams identify qualified leads and customer support trends, and also follow up on calls more efficiently.

Let’s say you’re a software as a service (SaaS) company. You may receive customer calls on a daily basis asking for technical support, inquiring about features, or requesting new features. Those are all different types of requests, and you want to keep track of all of them. Call tagging lets you do that.

👉 Quick side note:

Call tagging works for outgoing calls too—your sales team can tag calls with prospects as, say, “interested,” “not interested,” or “follow-up required” so that everyone on the team can get this customer data and interaction history, even if they’ve never spoken with that prospect before.

With a cloud phone system or communications platform like Dialpad, the call tagging feature lets agents label each of those types of calls in seconds after the call ends with preset or custom tags:

Call dispositions and post call wrap up blog size

From there, contact centre managers or supervisors can see call tags or dispositions from all the calls their agents are on, right from the online dashboard:

Call disposition view in dashboard blog size v2

Get more than just call tagging with Dialpad Ai Contact Centre

With Dialpad’s fully integrated unified communications + contact centre platform, you don’t just get call tagging features—there’s also a ton of other functionality that lets both customer support teams (and also any other team in your business) manage all their internal and external communications.

Real-time transcriptions

Dialpad Ai can do a lot of cool things, and one of them is that it can transcribe your customer calls and video conferences—live as the call is happening.

Screenshot of Dialpad Ai transcribing a phone call in real time

Live sentiment analysis

Not only that, it can also do live sentiment analysis, which means supervisors can quickly see which customer calls are potentially going south. If they do spot a potential issue, they can open up the real-time transcript to get more context before deciding whether they need to jump in.

Screenshot of Dialpad Ai analysing the sentiment of multiple calls in real time

Intuitive call routing

Need to update your IVR or call routing options? Want to switch from skill-based routing to round-robin routing? You can do all that with just a few clicks.

Screenshot of setting up an IVR in Dialpad's online dashboard

Unlimited call recording

Sometimes, you want to listen to the actual customer call to get a better sense of the tone or context that sometimes doesn’t get captured in a transcript. With Dialpad, agents and supervisors can manually toggle call recording on and off—or set all calls to record automatically.

Screenshot of a list of call recordings in Dialpad
🔒 Dialpad tip:

For security and compliance, Dialpad also has APIs that automatically turn call recording off when sensitive information (like payment info) is being discussed.

Get a better understanding of the types of calls you're getting

Learn how to use call tagging systems to improve your call centre or contact centre operations. Book a demo, or take a self-guided interactive tour of the app on your own!

Manage all your internal + external communications in one place with Dialpad

Truly unified communications

Whether you’re communicating with colleagues, clients, or customers, with Dialpad you can make phone calls, host or join video meetings, send instant or SMS messages, and even manage your social media messages, all in one place.

Screenshot of Dialpad's iOS and Android mobile user interfaces

Integrations with your favourite tools

Dialpad offers native integrations with popular business software and CRMs like Salesforce, Zoho CRM, Zendesk, Playvox, and more. Want to go custom? Build your own integrations with the APIs.

Screenshot of Dialpad's Salesforce integration populating a call's details

Set up in minutes

Dialpad is so easy to use, you can add new agents, manage phone numbers, and yes, enable call tagging / dispositions in just minutes. Admins can add specific tags (and even add an unlimited number of tags) from their online dashboard—no IT help needed.

Screenshot of porting a phone number from Dialpad's online dashboard

Customisable caller ID

With Dialpad, you can make work calls from your personal mobile phone, while protecting your phone number. When you’re making a call from the Dialpad app, just choose the business number attached to your company name—this will make sure that even if you’re making a call from your personal phone, it’ll display your company number!

Screenshot of choosing a caller ID to display when making a work call from one's personal mobile phone using Dialpad's app.

Does your contact centre need a call tagging tool?

Why pay for a separate tool when Dialpad Ai Contact Centre comes with robust call tagging functionality built right in? See how it works with a demo, or take a self-guided interactive tour of the app on your own!

FAQS about phone call tagging