How to Use Voicemail Tags
In this article we will explain how you can use Voicemail tags to classify your Voicemails as they are processed through your Workflow.
Setting up Voicemail Tags
Click on the Tags button in the top right corner
The Tag editor allows you to Create, Edit and Delete Tags across your organisation. These tags are available on every site within your Company.
Creating a Tag
You need to define:
- Colour: You must define a colour for each tag. You can use the same colour for every tag however it's best to keep them different.
- Name: You must add a tag name, minimum 3 characters and max 15. Each name must be unique to your company.
- Assigned User (Optional): When setting a verified user to the tag, if a tag is applied throughout the call, a notification will also be sent to this user.
Editing a Tag
Editing a tag can be done by clicking on the Pencil Icon next to each tag. This will fill the form below the list of tags and change the action button to "Save Tag".
Deleting a Tag
Note: This cannot be undone.
Click on the Trash Can button on the Tag and confirm.
Note that any existing Voicemail history that has that tag will have the tag removed from the history. Any Pro workflow with this tag will also be removed.
Using Voicemail Tags
You must be on the Pro Plan or higher on the site to use Voicemail Tags.
Go into your Sites and Select the Site.
Next to the Phone number you wish to Edit, click the Pencil. Make sure you've turned on "Pro" mode to reveal the Pro Editor.
Drag in a Voicemail node and set the Voicemail Tag or Voicemail Tags you wish to assign to the call history if a Voicemail is left.
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