How to create new call tags

Call tags let you label inbound calls so you can quickly understand lead quality, filter reports, and prioritize follow-up.

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.

Step 1. Open the tags page.

• Go to Data Tools > Tags.

Step 2. Set up your tag group.

• If you want to add tags to an existing group, select it.
• If you want a new group, click Add group.
• To rename a group, double-click its name, type the new name, and click Update.

Step 3. Add a tag to the group.

• With the target group selected, click Add tag.
• Enter a tag name.
• Choose a colour.
• Click Add.
• Click Save at the top of the screen.

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

Editing a tag name

• Click the tag's name directly on the tags page.
• Type the new name.
• Press Enter or click the green check icon.
• Click Save.

Copying tags from another project

• Click Get from another project.
• Select the project from the dropdown.
• Click Save.

Automating tags with post-call surveys

• The Post-call survey tags section lets you map dial-pad keys (0-9) to specific tags.
• When you or an agent presses a key at the end of a call, Nimbata automatically applies the corresponding tag.
• E.g. pressing 1 tags the call as Conversion.
• To reorder tags on the dial pad, hover over the drag handle (four-line icon) next to a tag and drag it up or down.
• Changes are saved automatically.

Detailed guide: How to tag calls: workflows and manual tagging

Detailed guide: How to score and tag your calls with post-call surveys

Updated on: 02/04/2026