Aircall Workspace: Adding notes and tagging your calls

Call tags and notes help you document and categorize call activity in Aircall Workspace. Tags are useful for reporting and filtering; notes capture the detail of a conversation. Both sync automatically to your CRM if you have an integration connected.

Admins and Supervisors can create and edit tags, and once added, tags are available for all users to apply during or after a call. For more information, please see Managing call tags in Aircall Dashboard.

Notes are visible to all teammates assigned to the same phone line.

During call

You can add tags and notes at any point while a call is active.

Steps:

1. Select Tags & notes while in the call or from the Call End view.
2. To tag the call, open the tag menu and choose one or more tags. 
3. To add a note, type in the notes field.

Note: You can apply multiple tags to the same call. Notes and tags entered during a call are saved automatically when the call ends.

Adding tags and notes while on a call	Adding tags and notes from the Call End view

For information about call recent tags, please see Aircall Workspace: Call recent tags.

After a call

If you need to add or update tags or notes after a call ends, you can do so from the call details view.

Steps:

1. Open the call from the Calls or Conversations view.
2. Select the relevant call to open the call details.
3. Click on See more in the call log .
4. Select Add Tag to add or edit tags as needed. The updated tags will appear in the call details.
5. Use the Notes field to add a note.