How it works

How to set up automatic call tags

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

1. 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. 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. 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.

Can a call have more than one tag?

Open FAQ

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

Can I change or add tags later?

Open FAQ

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

Can I remove a tag from a call?

Open FAQ

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

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