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How do I set up workflows to tag calls? How do I tag existing calls?

Quality call data is the stuff of calling tracking dreams. That ever-expanding collection of untagged calls just sitting there? It's more like a nightmare and a headache. If you want to save your current and future self from this mess, you need to learn how to tag your calls properly. This article shows you how to set up the right workflows so all your future calls get tagged correctly automatically, and how to tag the calls you already have sitting there.

How to set up workflow rules for your tags

Step 1. Go to Workflows on the left side menu and then on the '+ Add' button on the upper right corner.

Step 2. Now that you're in the workflow editing screen, check that the 'Trigger' is set to 'Call Ends' and click on the '+' plus sign underneath it.

Step 3. Then, select the 'Add filter' option.

Step 4. Before you select how your calls will be tagged, you need to select the criteria that future calls will have to adhere to to be tagged accordingly by this workflow rule.

The select filter criterion menu on the right offers plenty of options to filter calls based on criteria such as:

Call duration
Call outcome
Call type
Voicemail was included
UTM from a particular campaign
Source of call
Keywords and phrases used during the conversation

Step 5. Once you have selected all the filters you need, it's time to select the action you want the workflow to perform once your criteria have been fulfilled.

Click on the '+' plus sign located below the filter criteria you have selected and select 'Perform action' and select the 'Tags' filed from the select task menu on the right..

Step 6. Pick your tags in one of the following ways:

By selecting your tags right from the Legacy, Call Status, Sentiment, and Nimbata Tags sub-menus.

NOTE: Every tag you select on a sub-menu carries over to the rest of the sub-menu views, so you can easily keep track of the tags you have already selected.

By toggling on the 'Fill with AI' button and telling Nimbata's AI how to tag your calls accordingly. With this one, you have the option to limit the tags the AI can select to increase the accuracy of your tagging. Then, click on 'OK'.

Step 7. When you are done, click on the 'Enable' button and your workflow will be up and running. If you wish, you can give it a different name to distinguish it from the rest.

Tag your calls manually

Step 1. Go to Activity > Calls, select the three-dot menu on the right and click on 'Edit settings' in the pop-up menu.

Step 2. In the next pop-up menu, check the 'Edit Tags In-line' option.

Step 3. Then, click on the 'Call Tag' field and select the desired tag from the menu. Your changes will be automatically saved.

Qualified Lead

Follow-Up Lead

NOTE: Make sure you select the correct date range so all the calls you wish to tag show up on the list!

You're good to go! You can set up multiple workflows, one for each tag you need and save tons of time and work.

Tag workflow example

Below is a tagged workflow example that tags future calls with 'Qualified Lead' or 'Follow-Up Lead'. For a call to be tagged as such, it needs to come from the list of countries we have selected under 'Calling Country', it needs to include a recording (Recording is Yes), and the duration of it must be over 30 seconds (Talk Duration is greater than 30). Then, to differentiate between the tags we have selected, we've instructed the Nimbata AI to tag calls between 30 and 60 seconds long as 'Follow-Up Leads', and those over 60 seconds as 'Qualified Leads'.

Updated on: 19/08/2025

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