How to tag, organize, and filter conversations

Tags keep a busy workspace organized. Label conversations by type — Sales, Customer, Research, Follow-up — then filter the whole workspace by any tag to pull up exactly the calls you need.

Add a tag

1. Open the conversation you want to label.
2. Click Add tag just under the conversation's title.
3. Type the tag name. Pick an existing tag from the list, or click Create to make a new one.
4. Done. The tag appears on the conversation and is ready to filter by.

Filter by a tag

1. Go to your Conversations page.
2. Open the Filter menu and choose Tags.
3. Pick a tag — the list instantly narrows to matching conversations.
4. Close the filter panel to browse the filtered list; clear the filter to see everything again.

Tip: A small, consistent set of tags beats many one-off ones — most teams do well with 4–6 like Sales, Customer, Internal, Research.