Tags turn raw call data into actionable intelligence.

This article covers two methods: setting up a workflow to tag future calls automatically, and manually tagging existing calls in your call list.

Tag calls automatically with a workflow

Step 1. Open the workflow builder

• Go to Workflows.
• Click + Create in the top-right corner.

Step 2. Select From Scratch

• In the Create a New Workflow menu, select From Scratch.

Step 3. Confirm the trigger and add a filter

• Check that Trigger Enrollment is set to Inbound Call > Call Ends.
• Click the + plus sign below the trigger.
• Select Add filter.

Step 4. Choose your filter criteria

Select the criteria that calls must meet to receive the tag.

Options include call duration, call outcome, call type, voicemail presence, UTM campaign, source of call, and keywords or phrases from the conversation.

Step 5. Add a Tags action

• Click the + plus sign below your filter.
• Select Perform action.
• From the task menu on the right, select Tags.

Step 6. Choose how to apply the tags

Option A: Manual selection:

• Choose tags directly from the Call Status and Sentiment sub-menus.
• Tags you select carry across sub-menu views so you can keep track of what you've already chosen.

Option B: Fill with AI:

• Toggle on Fill with AI.
• Write an instruction telling Nimbata AI how to tag qualifying calls.
• Optionally, restrict which tags the AI can apply to improve accuracy.
• Click OK.

Step 7. Enable the workflow

• Click Enable in the top-right corner.
• Optionally, rename the workflow to make it easy to identify.

Tag calls manually

Step 1. Enable inline tag editing

• Go to Activity > Calls.
• Click the three-dot menu on the right side of the call list.
• Select Edit settings.
• Check Edit Tags In-line.

Step 2. Apply a tag

• Click the Call Tag field on any call row.
• Select the desired tag from the menu.

Changes save automatically.

🎉 Calls tagged by workflow will be processed automatically from now on. Manually tagged calls update immediately.

Workflow tagging example

The example below tags future calls as Qualified Lead when they meet all three conditions: the call comes from a selected list of countries, a recording is present, and the talk duration exceeds 60 seconds.

Detailed Guide: How to create new call tags

Detailed Guide: How to change call tag colors for lead classification

Detailed Guide: Workflow rules and tasks: what's available and how they work

Updated on: 14/04/2026