# Call tags

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 [Organize > Tags](https://app.nimbata.com/organize/tags).

2. **Set 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**.

   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. **Add a tag to the group**

   With the target group selected, 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.

   ![The Tags page in Data Tools, with the Call Status and Sentiment tag groups.](https://help.nimbata.com/_astro/01-image_jayimh.DPXnapWp_26yB2q.webp)

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

### 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. **Click Generate with AI**

   Click the **+ Generate with AI** button at the top of the Tags screen.

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, and click **Apply**.

**Automating tags with post-call surveys:** The **Post-call survey tags** section lets you map dial-pad keys (0 to 9) to specific tags. When you or an agent presses a key at the end of a call, Nimbata automatically applies the corresponding tag. For example, 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.

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

Detailed guide: [Tag calls automatically or by hand](https://help.nimbata.com/workflows/tagging-and-scoring#tag-calls-automatically-or-by-hand)\
Detailed guide: [Score calls with surveys](https://help.nimbata.com/workflows/tagging-and-scoring#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 [Organize > Tags](https://app.nimbata.com/organize/tags).

2. **Open the tag you want to edit**

   - Under **Call Status**, click the tag you want to change.

   ![The Call Status tag group, with the Call Back Requested tag marked.](https://help.nimbata.com/_astro/01-image_uymkg4.B-CGIoIY_Z2kAV8K.webp)

3. **Change 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** and pick a color.
   - Optionally, drag **Background tint** between **Subtle** and **Solid**.
   - Click **Update**, then click **Save** at the top of the screen.

   ![The Edit Tag pop-up with the color picker open, and OK and Update marked.](https://help.nimbata.com/_astro/02-image_17rpgfd.tAVV3rmM_kG8Du.webp)

### Create a new tag with a color

1. **Go to Tags**

   - Go to [Organize > Tags](https://app.nimbata.com/organize/tags).

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. **Name, describe, and color the tag**

   - Enter a name for the tag.
   - Optionally, add a description. A clear description helps Nimbata AI apply the tag more accurately.
   - Click the color swatch next to **Tag color** and pick a color.
   - Click **Add** to create the tag, then click **Save** at the top of the screen.

   ![The Add Tag pop-up with the color picker open, and the Tag Name, Color, OK and Add marked.](https://help.nimbata.com/_astro/03-image_4z97nm.CJ4FIlqm_ZK29lm.webp)

🎉 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](https://help.nimbata.com/organize/call-tags#create-tags-and-tag-with-ai)\
Detailed guide: [Tag calls automatically or by hand](https://help.nimbata.com/workflows/tagging-and-scoring#tag-calls-automatically-or-by-hand)