Call tags let you label inbound calls so you can quickly understand lead quality, filter reports, and prioritize follow-up. You create tags in groups, let AI apply them from call transcripts, and give them colors so you can assess call quality at a glance.

Create tags and tag with AI

Listening to call recordings to manually figure out who called and why takes long. AI Tags can automatically analyze call transcripts the moment a call wraps up. The AI evaluates the conversation against your specific instructions (prompts) and instantly assigns tags, sorting real leads from wrong numbers, support requests, or spam.

Create tags

Tags are grouped into categories. Your account comes with a default category and a starter set of tags; you can keep, edit, or replace them.

  1. Go to Organize > Tags

    Go to OrganizeTags.

    Tag Setup

    Label your calls and forms so you can filter and report on what matters.

    Generate with AIAdd group1
    CopySave
    Call StatusShow phone keypad keys
    Booked job✕Quote request✕Call Back Requested✕Existing customer✕Qualified Lead✕No Answer✕SPAM✕Wrong Number✕Add tag2
    Sentiment
    Angry✕Frustrated✕Happy✕Mixed✕Satisfied✕Add tag
    The Tag Setup page. Click Add group (1) for a new group, or Add tag (2) in a group, then click Save.

  2. 1Set up your tag group

    If you want to add tags to an existing group, select it. If you want a new group (for example, Call Status or Sentiment), click Add group. The new group is called New tag group.

    You can rename your new group by simply clicking on it, or you can double-click its name, type the new name, and click Update.

  3. 2Add a tag to the group

    In the target group, click + Add tag. Enter a tag name, such as Qualified Lead, Appointment Booked, Existing Customer, or SPAM.

    Click Add, then click Save at the top of the screen.

    Note: To add more tags to the same group, click + Add tag again and repeat the process.

Your new tags are ready to use across call records, reports, and workflow filters.

Generate tags with AI

Click Generate with AI at the top of the Tags screen to create tags for you. In the Generate tags with AI pop-up, describe your business and what you’d like to track, or list the tags you want (with groups if you like), then click Generate. Review the new tags, then click Save.

Tag calls with AI

Now that your tag library is set up, you can either assign tags manually or let AI do the heavy lifting. Here is how to automate your tagging with AI prompts.

  1. Build a tagging workflow

    On the Tags screen, click Build a workflow in the Put lead tagging on autopilot banner, or go to Workflows. In the workflow, add a Tags task and choose Generate with AI.

    Detailed guide: Tag calls automatically or by hand

  2. Write your AI prompt

    Enter the instructions that tell the AI how to read the transcript and select the correct tag. Prompts run automatically on all incoming calls as soon as they are transcribed. Data collected via AI Tags starts from the moment the prompt is enabled going forward.

    • Give a fixed menu: Explicitly list the tags the AI is allowed to choose from.
    • Define edge cases and lookalikes: Spend most of your prompt defining what does not count (for example, existing tenants, job applicants, support requests, or wrong numbers).
    • Ban guessing: Always tell the AI to return “No Tag” or “Unknown” if the transcript is vague, incomplete, or missing clear intent.

Ready-to-use prompt templates

Template 1: Simple lead categorization

Determine what the call was about and tag it accordingly using the set of tags I’ve created.

Template 2: Advanced lead qualification (strict edge cases)

Return ONLY ONE label: “Qualified Lead”, “Appointment Booked”, or “No Tag”.
It IS a Qualified Lead if the caller asks about new pricing, availability, service options, or wants to book a service.
It is NOT a Qualified Lead if they ask about an existing invoice, gate/access issues, billing, job inquiries, or are a vendor/spam.
For voicemails: only tag if the message explicitly states an intent to purchase or book.
When uncertain or if the transcript is unclear, return “No Tag”.

Once your AI Tags are running, you can use those tags as automation triggers in Workflows to push qualified leads directly to Google Ads or your CRM.

Manage your tags

Editing a tag: Click the tag on the Tags page. In the Edit Tag pop-up, change the Tag Name (and, if you like, its Description and color), click Update, then click Save at the top of the screen.

Copying tags between projects: Click Copy next to Save. Choose From and select a project to replace this project’s tags and groups with that project’s tag setup, then confirm with Replace All Tags. Or choose To, select the projects to copy this tag setup to (check Apply only missing tags to these projects. to add only the tags they lack), and click Apply.

Automating tags with post-call surveys: The first tag group holds the post-call survey tags: its first ten tags map to dial-pad keys (1 to 9, then 0). When you or an agent presses a key at the end of a call, Nimbata automatically applies the corresponding tag. For example, if Conversion is the group’s first tag, pressing 1 tags the call as Conversion. Click Show phone keypad keys to see each tag’s key; tags after the tenth have no key. To reorder tags on the dial pad, hover over the drag handle next to a tag and drag it to its new place, then click Save.

🎉 Your new tags are ready to use across call records, reports, and workflow filters.

Detailed guide: Tag calls automatically or by hand
Detailed guide: Score calls with surveys

Color-code tags

Colored tags let you assess call quality at a glance. For example, you could use green for high-quality leads, yellow for medium, and red for low. Brighter shades can indicate higher priority; lighter shades can indicate lower priority.

Edit an existing tag

  1. Go to Tags

    • Go to OrganizeTags.

  2. 1Open the tag you want to edit

    • Under Call Status, click the tag you want to change.
    Call StatusShow phone keypad keys
    Booked job✕Quote request✕Call Back Requested✕1Existing customer✕Qualified Lead✕No Answer✕SPAM✕Wrong Number✕Add tag
    Click the tag you want to change, here Call Back Requested (1).

  3. 1Change the color and save

    • In the Edit Tag pop-up, optionally update the tag name and description.
    • Click the color swatch next to Tag color (1) and pick a color.
    • Optionally, drag Background tint between Subtle and Solid. The Preview shows the result.
    • Click Update (2), then click Save at the top of the screen.
    Pick a color with the Tag color swatch (1), set the Background tint, then click Update (2).

Create a new tag with a color

  1. Go to Tags

    • Go to OrganizeTags.

  2. Open the Add Tag form

    • Under the tag group the tag belongs to (for example Call Status or Sentiment), click + Add tag.
    • Older accounts may also have a Legacy group; new accounts don’t get one.

  3. 1Name, describe, and color the tag

    • Enter a name for the tag under Tag Name (1).
    • Optionally, add a description. A clear description helps Nimbata AI apply the tag more accurately.
    • Click the color swatch next to Tag color (2) and pick a color.
    • Click Add (3) to create the tag, then click Save at the top of the screen.
    Enter the Tag Name (1), add a description, pick the Tag color (2), then click Add (3).

🎉 Your tags now display colors in the call list and dashboard, making it faster to read quality at a glance.

Detailed guide: Create tags and tag with AI
Detailed guide: Tag calls automatically or by hand