---
title: Call tags
description: Learn how to create call tags in VXT, categorize your calls, filter analytics by tag, and customize AI summary prompts for each tag type.
---

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# Call tags

## Categorize your calls, filter analytics by tag, and customize how each type of call gets summarized

**Call tags** let you sort calls into categories that make sense for your team, like "New client", "Billing", or "Support", then use those categories to filter your analytics or customize how AI summarizes each type of call.

📝 **Note**: This is different from the [general AI summarization prompt](https://support.vxt.co.nz/transcription-and-summarization#prompt), which applies to all calls by default. A tag's summarization prompt only applies to calls with that specific tag.

In this article, we'll cover:

- [Enable call record tagging](https://support.vxt.co.nz/prompt-by-tag#create)
- [Define custom prompts per tag](https://support.vxt.co.nz/prompt-by-tag#promptByTag)
- Apply a tag 
    - [After a call](https://support.vxt.co.nz/prompt-by-tag#AfterCall)
    - [From the phone page](https://support.vxt.co.nz/prompt-by-tag#phonepage)
- [Frequently Asked Questions (FAQs)](https://support.vxt.co.nz/prompt-by-tag#FAQ)

### Enable call record tagging

1. Go to **Admin**.  
   ![Screenshot 2026-09-01 at 18.03.52](https://support.vxt.co.nz/hs-fs/hubfs/Screenshot%202026-09-01%20at%2018.03.52.png?width=670&height=363&name=Screenshot%202026-09-01%20at%2018.03.52.png)
2. Select **Configuration**.  
   ![Screenshot 2026-09-01 at 18.04.26](https://support.vxt.co.nz/hs-fs/hubfs/Screenshot%202026-09-01%20at%2018.04.26.png?width=670&height=362&name=Screenshot%202026-09-01%20at%2018.04.26.png)
3. Click **Calls**.  
   ![Screenshot 2026-09-01 at 18.04.46](https://support.vxt.co.nz/hs-fs/hubfs/Screenshot%202026-09-01%20at%2018.04.46.png?width=670&height=362&name=Screenshot%202026-09-01%20at%2018.04.46.png)
4. Scroll down to **call record tagging** and choose one of the following options  
   ![Screenshot 2026-09-01 at 18.05.19](https://support.vxt.co.nz/hs-fs/hubfs/Screenshot%202026-09-01%20at%2018.05.19.png?width=670&height=362&name=Screenshot%202026-09-01%20at%2018.05.19.png)
   
     1. **Enable**— tagging is available, but optional for each call.
     2. **Disable**— tagging is turned off entirely. Call tagging is disabled by default.
     3. **Require for every call**— every call must be tagged before it can be saved.
5. Click **Configure tags** to edit prompts.  
   ![Screenshot 2026-09-01 at 18.06.22](https://support.vxt.co.nz/hs-fs/hubfs/Screenshot%202026-09-01%20at%2018.06.22.png?width=670&height=362&name=Screenshot%202026-09-01%20at%2018.06.22.png)

### Define custom prompts per tag

1. Go to **Admin**.  
   ![Screenshot 2026-09-01 at 22.29.24](https://support.vxt.co.nz/hs-fs/hubfs/Screenshot%202026-09-01%20at%2022.29.24.png?width=644&height=348&name=Screenshot%202026-09-01%20at%2022.29.24.png)
2. Select **configuration**.  
   ![Screenshot 2026-09-01 at 22.29.38](https://support.vxt.co.nz/hs-fs/hubfs/Screenshot%202026-09-01%20at%2022.29.38.png?width=670&height=363&name=Screenshot%202026-09-01%20at%2022.29.38.png)
3. Click **AI**.  
   ![Screenshot 2026-09-01 at 22.29.49](https://support.vxt.co.nz/hs-fs/hubfs/Screenshot%202026-09-01%20at%2022.29.49.png?width=670&height=364&name=Screenshot%202026-09-01%20at%2022.29.49.png)
4. Scroll down to **Prompt by tag** and click **Configure by tag prompts**.  
   ![Screenshot 2026-09-01 at 22.30.15](https://support.vxt.co.nz/hs-fs/hubfs/Screenshot%202026-09-01%20at%2022.30.15.png?width=670&height=364&name=Screenshot%202026-09-01%20at%2022.30.15.png)
5. Select **New tag**.  
   ![Screenshot 2026-09-01 at 18.08.06](https://support.vxt.co.nz/hs-fs/hubfs/Screenshot%202026-09-01%20at%2018.08.06.png?width=670&height=362&name=Screenshot%202026-09-01%20at%2018.08.06.png)
6. Enter a tag name and summarization prompt. This tells the AI how to summarize calls that use this tag.  
   ![Screenshot 2026-09-01 at 18.08.29](https://support.vxt.co.nz/hs-fs/hubfs/Screenshot%202026-09-01%20at%2018.08.29.png?width=670&height=362&name=Screenshot%202026-09-01%20at%2018.08.29.png) 
     1. Click the **color dot** to change the tag color. All tags are grey by default.  
        ![Screenshot 2026-09-02 at 19.08.33](https://support.vxt.co.nz/hs-fs/hubfs/Screenshot%202026-09-02%20at%2019.08.33.png?width=670&height=362&name=Screenshot%202026-09-02%20at%2019.08.33.png)
     2. Press and hold the **drag handle** to rearrange tags. This will be reflected in the  tag dropdown.  
        ![Screenshot 2026-09-02 at 19.17.46](https://support.vxt.co.nz/hs-fs/hubfs/Screenshot%202026-09-02%20at%2019.17.46.png?width=670&height=362&name=Screenshot%202026-09-02%20at%2019.17.46.png)
     3. Click the **X** icon at the far right to delete a tag.   
        ![Screenshot 2026-09-01 at 18.10.14](https://support.vxt.co.nz/hs-fs/hubfs/Screenshot%202026-09-01%20at%2018.10.14.png?width=670&height=362&name=Screenshot%202026-09-01%20at%2018.10.14.png)
7. Hit **Save**.  
   ![Screenshot 2026-09-01 at 18.09.42](https://support.vxt.co.nz/hs-fs/hubfs/Screenshot%202026-09-01%20at%2018.09.42.png?width=670&height=362&name=Screenshot%202026-09-01%20at%2018.09.42.png)

### Apply a tag after a call

1. On the after-call window, click **Tag**.  
   ![Screenshot 2026-09-01 at 18.30.45](https://support.vxt.co.nz/hs-fs/hubfs/Screenshot%202026-09-01%20at%2018.30.45.png?width=670&height=362&name=Screenshot%202026-09-01%20at%2018.30.45.png)
2. Choose the right tag for the call.  
   ![Screenshot 2026-09-01 at 18.31.11](https://support.vxt.co.nz/hs-fs/hubfs/Screenshot%202026-09-01%20at%2018.31.11.png?width=670&height=362&name=Screenshot%202026-09-01%20at%2018.31.11.png)
3. Hit **save**.  
   ![Screenshot 2026-09-01 at 18.31.52](https://support.vxt.co.nz/hs-fs/hubfs/Screenshot%202026-09-01%20at%2018.31.52.png?width=670&height=362&name=Screenshot%202026-09-01%20at%2018.31.52.png)

### Apply a tag from the phone page

1. Go to the **phone** page.  
   ![Screenshot 2026-09-01 at 18.39.51](https://support.vxt.co.nz/hs-fs/hubfs/Screenshot%202026-09-01%20at%2018.39.51.png?width=670&height=364&name=Screenshot%202026-09-01%20at%2018.39.51.png)
2. Select the conversation.  
   ![Screenshot 2026-09-01 at 18.40.09](https://support.vxt.co.nz/hs-fs/hubfs/Screenshot%202026-09-01%20at%2018.40.09.png?width=670&height=363&name=Screenshot%202026-09-01%20at%2018.40.09.png)
3. Locate the call and click on it.  
   ![Screenshot 2026-09-01 at 18.44.12](https://support.vxt.co.nz/hs-fs/hubfs/Screenshot%202026-09-01%20at%2018.44.12.png?width=670&height=363&name=Screenshot%202026-09-01%20at%2018.44.12.png)
4. Click **Tag**.  
   ![Screenshot 2026-09-01 at 18.34.28](https://support.vxt.co.nz/hs-fs/hubfs/Screenshot%202026-09-01%20at%2018.34.28.png?width=670&height=362&name=Screenshot%202026-09-01%20at%2018.34.28.png)
5. Choose the right tag for the call.  
   ![Screenshot 2026-09-01 at 18.34.52](https://support.vxt.co.nz/hs-fs/hubfs/Screenshot%202026-09-01%20at%2018.34.52.png?width=670&height=362&name=Screenshot%202026-09-01%20at%2018.34.52.png)
6. Hit **save**.  
   ![Screenshot 2026-09-01 at 18.35.28](https://support.vxt.co.nz/hs-fs/hubfs/Screenshot%202026-09-01%20at%2018.35.28.png?width=670&height=362&name=Screenshot%202026-09-01%20at%2018.35.28.png)

### Frequently Asked Questions (FAQs)

- **If I change a tag after the call is saved, will the summary update too?**  
  Yes, but not right away. The summary updates only when you resave the call with the newly selected tag.
- **What happens if I delete a tag that's already been used on calls?**  
  Calls already assigned to that tag will keep it; deleting the tag doesn't remove it from those calls. However, the tag will no longer show up as a filter option in Analytics.

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