Call Tagging

Call Tagging


Maqsam's tagging feature allows you to classify your calls in a customized label. A tag is a label that identifies the category for calls which allows filtrations for calls based on these tags. Administrators and supervisors create tags for agents to choose from and assign for calls.

There is no max limit on adding tags that can be added to an account, and once tags are created in settings; agents and supervisors can add tags to calls from the Dialer, history log (in the dialer), calls page and calls show page with the ability to search tags with autocomplete.

How to Manage Call Tags

Create New Tags

Step 1: Login to Maqsam Portal using Username and Password
Step 2: As an Admin or Supervisor navigate to Settings.
Step 3: Under Account Settings, Click General.
Step 4: Scroll to Call Tags and input custom Call Tags. 
Step 5: Click Update to save changes. 

How Activate Inactive Tags

Step 1: Login to Maqsam Portal using Username and Password
Step 2: As an Admin or Supervisor navigate to Settings.
Step 3: Under Account Settings, Click General.
Step 4: Scroll to Call Tags and click See inactive tags.  
Step 5: Click Activate on the tag you wish to activate.
Step 6: Click Update to save changes.

How Deactivate An active Tag

Step 1: Login to Maqsam Portal using Username and Password
Step 2: As an Admin or Supervisor navigate to Settings.
Step 3: Under Account Settings, Click General.
Step 4: Scroll to Call Tags and click X on the tag you would like to deactivate
Step 5: Confirm the message or deactivation of the tag.

Note that deactivated tags cannot be used to tag new instances but will be shown in filtration results and can be activated to be used again.

How To Filter Calls With Tags

Call filtration with Tags

Step 1: Sign In using your Maqsam Portal credentials.
Step 2: Navigate to the Calls Page and click Filter.
Step 3: Under Tags enter the tag label you are looking for and click Filter button.

Notes
Note: if you are looking for exploring results in CSV format you can click Export to download the CSV file with tags included.

Call filtration with no Tags

Step 1: Sign In using your Maqsam Portal credentials.
Step 2: Navigate to the Calls Page and click Filter.
Step 3: Under Properties enter the click Untagged icon and click Filter button.

Notes
Note: if you are looking for exploring results in CSV format you can click Export to download the CSV file with tags included.
 


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