Call tagging

Automatically categorize calls with custom tags

Filter conversations, spot patterns, and review calls faster with AI-powered call tags.

  • Gain insights

    See the most common reasons callers reach out, without listening to every call.

  • Stay organized

    Tags make it easy to sort conversations by category or topic.

  • Prioritize important calls

    Use tags to quickly find urgent calls, high-value leads, or time-sensitive requests.

How it works

How to set up automatic call tags

Once your tags are set, Upfirst handles the rest—no manual labeling required.

  1. Step 01

    Create your tags

    Add tags and write short descriptions for them so your AI agent knows when to add them to a call.

    Upfirst AI receptionist setup screen showing how a real estate agent can add info about showing availability and buyer/seller services.
  2. Step 02

    Review insights

    From your dashboard, you can easily see how the number of calls per tag within a given period.

    Call transfer rule setup for a real estate agent, showing how to forward tour requests or property inquiries to a mobile number.
  3. Step 03

    Filter your tags

    Easily filter your calls by tag so that you can priortize the calls the matter most.

    AI receptionist greeting an incoming call for Lemon Tree Real Estate, demonstrating 24/7 answering service for realtors.

FAQs about our call tagging feature

Have a question that isn't answered here? Get in touch with our team.

  • Yes. Calls can be tagged with multiple labels if more than one applies.

  • Absolutely. You can edit, add, or remove tags at any time, and new calls will use the updated rules.

  • Yes. Notice a tag was incorrectly added to a call? You can easily remove it.

Get started for free

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