Call Tagging: Organize Every Call Effectively
Managing customer calls without structure can lead to missed details, lost customer data, and inefficient workflows. With CallHippo’s call tagging feature, your team can label calls, track interactions, and stay organized, all in one place.
- Add custom tags to calls for instant context and clarity.
- Organize and analyze customer interactions with ease.
- Empower agents and managers to improve follow-ups and close more deals.
What is Call Tagging?
Call tagging is the process of assigning labels or categories to phone calls so teams can easily identify their purpose, outcome, or priority. Instead of scrolling through endless call logs, tags give you context at a glance. It shows whether the call was about sales, support, billing, or other operations. With CallHippo’s intuitive call tagging feature, businesses can save time, stay organized, and make better decisions backed by actionable data.
What are the Benefits of Call Tagging?
Call tagging is the act of assigning labels or categories to phone calls. Whether the call was about sales, support, or billing, you get the context quickly with call tagging. Worth mentioning, CallHippo’s easy-to-use call tagging feature allows businesses to save time, keep track of their calls, and amplify customer experience.
Managers can check agents’ tagged calls and train agents with examples to solidify team collaboration and ensure consistent service delivery from the call center.
Sales teams tag calls as qualified, interested, or not qualified, and can prioritize follow-up and close deals with interested potential customers.
Agents can quickly access tagged histories, resolve recurring issues, personalize responses, and drive higher customer satisfaction with every call.
Sensitive calls tagged by billing or compliance allow businesses to restrict caller access, safeguard customer data, and ensure compliance with regulations.
Custom tags create structured call records while making phone conversations searchable, manageable, and easier to categorize across the organization.
Tagging allows a client company to utilize actionable insights to highlight issues, identify trends, and improve overall campaign strategies efficiently.
Go Beyond Call Tagging with CallHippo’s Intelligent Features
From sales calls to support queries, CallHippo ensures every interaction is tagged, tracked, and analyzed. Get a complete picture of customer conversations without juggling multiple tools.
Make sure all inbound calls connect with the right person through forwarding, routing, and queues. Cut wait times and distribute workloads evenly.
Catch missed calls with voicemail on your mobile phone and get messages delivered to your inbox. Access from anywhere without switching multiple systems.
Record calls for coaching, compliance, and quality checks. Apply analytics to track volumes, results, and staff performance. Identify patterns and make informed decisions.
Auto attendants welcome callers and IVR menus direct them to appropriate teams. Minimize transfers, reduce handling time, and provide reliable, professional experiences consistently.
Work from anywhere with desktop and mobile apps and browser calling. Answer, make, and transfer calls, switch between devices smoothly.
Link your business phone with CRM, support, and workflow tools. Track interactions and give teams a background so conversations feel genuine and smooth.
Run secure message from all social channels in one spot. Sync teams quicker, and move messages to different teams from single dashboard.
Get live transcripts, summaries, and mood indicators to train staff and boost results. Transform calls into searchable data and handle follow-ups automatically.
Pricing
- Unlimited Users (Pay only for numbers)
- Click To Dial
- AI Global Connect
Identify phone number's timezone before a call
- WhatsApp Business API
- Teams
Assign teams to handle calls in sequence
- Voicemail
- SMS (Text messages) & MMS
- Everything in Basic + Telephony
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Unlimited Minutes (Includes Both Landline & Mobile Calling)
Free minutes are shared by all account users. Calling on special and premium numbers are excluded.
- 100 SMS (Text Messages)
Standard A2P charges apply.
- 1 Free Phone Number
Toll-free number not included.
- Basic Report Analytics
- Everything in Starter +
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Unlimited Minutes (Includes Both Landline & Mobile Calling)
Free minutes are shared by all account users. Calling on special and premium numbers are excluded.
- 500 SMS (Text Messages)
Standard A2P charges apply.
- Call Recordings
- AI Reports / Analytics
Smart reports that summarize user & call activity.
- Everything in Professional +
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Unlimited Minutes (Includes Both Landline & Mobile Calling)
Free minutes are shared by all account users. Calling on special and premium numbers are excluded.
- 1000 SMS (Text Messages)
Standard A2P charges apply.
- Dedicated Account Manager
- Custom Integrations
- Single Sign On (SSO)
Securely log into multiple apps with one set of credentials.
How Does Call Tagging Work?
Your team can leverage CallHippo to create and add tags to any extension or phone number (including your call queues, call groups, or IVR). After you tag a phone number, the tag shows next to the Caller ID in an incoming call to that extension or phone number.
For example, contact center managers can label certain types of calls such as “Billing Issue,” “Product Demo,” or “Technical Support.” This makes it easier to route calls, improve agent productivity, and ensure the right clients get connected to the right agent the first time.
Tags are not only presented to agents on incoming or outgoing calls; CallHippo also saves the tags in the CallHippo dashboard so that the administrator can also see the tags. Furthermore, when you integrate CallHippo with different analytics tools, you can use call tags together with analytics to observe and review call performance.
How to Set Up Custom Call Tagging?
Establishing custom call tagging in CallHippo is simple, dynamic, and adaptable to your business requirements. You can create virtual labels instead of having to manage endless call logs to find a qualified lead or a follow-up needed.
Here’s how to set it up in Call Hippo!
- Log in to your CallHippo dashboard – Start by accessing your account.
- Go to Settings > Call Tagging – Navigate and activate the call tagging feature.
- Create custom tags – Add tags like Support, Follow-up, or Qualified Lead to match your goals.
- Tag calls manually or automate – Assign tags after calls or set rules for automatic tagging.
- Filter and analyze tags – Use filters to quickly track, organize, and generate reports.
“Thanks to the CallHippo team, we were able to resolve a tough issue with flagged phone numbers. As an EdTech startup, outbound calls are crucial for us. CallHippo’s solution not only improved our attestation score but also improved our answer rates and overall customer experience.”
Frequently Asked Questions
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The phone tagging meaning refers to assigning labels to calls so they’re easier to track, organize, and analyze.
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Tagging a number means categorizing calls made to or from that number with a label, like “Customer Support” or “Sales Lead.”
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In business calling, tagging someone helps identify the reason for the call or the person’s role, ensuring faster follow-ups.
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In BPOs, a call tagging score evaluates how accurately and consistently agents label calls, directly impacting reporting quality.
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Phone tags (missed calls back-and-forth) can be avoided with proper scheduling tools, call routing, and voicemail-to-email features.
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Yes, CallHippo lets you apply multiple tags, so one call can be labeled as “Billing” and “Follow-up” simultaneously.
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Common tags include “Lead,” “Support,” “Escalation,” “Billing,” “Follow-up,” and “Demo Scheduled.”
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Call tagging helps gather insights on call volume, customer needs, common issues, team performance, and lead quality.
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