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What are Call Tags

Call Tags let you qualify every call along any dimension that matters to your team. Use them for:
  • Business outcomes (Demo booked, Not interested, Follow-up needed)
  • Topics discussed (Pricing, Competitor mentioned, Technical question)
  • Anything else your team needs to track (Account tier, Region, Lead source)
You can apply as many tags as needed to a single call. Tags are distinct from the automatic call outcome (answered, voicemail, busy) that Allo already detects. Tags capture context that only humans (or an AI prompt you control) can decide. Available on: All plans (Starter and Business) Configured by: Team admins and managers

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Three ways to tag a call

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During the call

Apply tags from the dialer while the call is still happening
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After the call

Tag from the call list, the call detail view, or the summary
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Automatically

Let Allo read the transcript and apply tags based on your own prompt
You can apply multiple tags to the same call. Tags can always be edited, added, or removed later from the call detail view.

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Set up your team’s tags

Only team admins and managers can create, edit, or remove tags.
1

Open Settings

Go to Settings in the Allo web or desktop app.
2

Select Call tags

Open the Call tags section.
3

Create a new tag

Click Add tag and give it a clear, short name. A tag can describe anything you want to track on a call.Examples by category:
  • Outcome: Demo booked, Not interested, Callback requested, Voicemail left
  • Topic: Pricing question, Competitor mentioned, Technical objection, Integration request
  • Qualification: Hot lead, Cold lead, Enterprise, SMB
  • Other: Gatekeeper, Wrong number, Existing customer
4

Add an automatic prompt

Add a prompt that describes exactly when this tag should be applied. Allo reads every call transcript and applies the tag when the prompt matches. See the prompt guide below.
5

Save

Your tag is now available to everyone on your team.
Tags apply to your whole team. All team members can use them on their calls, but only admins and managers can create or edit the list.

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Auto-tagging with prompts

Each tag can have its own prompt. After a call ends, Allo reads the transcript and checks every prompt. If a prompt matches, the corresponding tag is applied automatically.

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How to write a good prompt

A good prompt is specific about when to apply the tag AND when NOT to apply it. Structure:
  1. State the condition in one sentence
  2. List the signals that qualify
  3. List what should NOT trigger the tag
Example: auto-tag a call as “Conversion” 
Tag this call as a conversion when the prospect explicitly agrees
to a concrete next step that advances the sales process.

Primary conversion indicators (in order of importance):
1. Meeting scheduled: the prospect agrees to a specific meeting,
   demo, or call with a date/time mentioned or a clear commitment
   to schedule one.
2. Follow-up accepted: the prospect agrees to receive a proposal,
   quote, additional information, or a follow-up call and provides
   or confirms contact details.
3. Decision-maker referral: the prospect agrees to connect the
   caller with a decision-maker or arrange an internal meeting.

DO NOT tag as conversion if:
- The prospect only shows polite interest without committing
  ("sounds interesting", "maybe", "send me an email and I'll see").
- The prospect asks to be called back later without agreeing to
  a specific time or action.
- The call ends without a clear mutual agreement on next steps.
- The prospect declines or hangs up.

Look for explicit verbal commitments like "Yes, let's schedule
that", "I'm available on Tuesday", "Send me the proposal",
"Let me give you my manager's contact".

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Tips for better auto-tagging

Be specific. “Tag as interested” is too vague. “Tag as interested when the prospect asks a question about pricing OR asks for a demo” is actionable. Use negative examples. Telling Allo what to ignore is as important as telling it what to catch. Iterate. Review auto-tagged calls for a few days. If the tag fires too often or not enough, refine the prompt. One tag per prompt. Keep each prompt focused on a single outcome. If a call qualifies for several tags, Allo will apply them all.
If a call was manually tagged before it ended, Allo will not overwrite it with auto-tags.

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Apply tags to a call

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During the call

From the Allo dialer, the HubSpot dialer, or the desktop PiP, open the tag selector and pick one or more tags. The caller doesn’t notice anything.

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After the call

Tags can be added or changed from:
  • The call list (filter and bulk-tag)
  • The call detail view
  • The call summary
  • The HubSpot activity view

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Mandatory tags

Admins can enforce tag selection after every call. When mandatory tags are enabled, reps must pick at least one tag before they can move on. Useful for teams that need 100 percent disposition tracking for pipeline reporting. Turn mandatory tags on from Settings > Call tags.

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Filter and analyze by tag

Every tag flows into the Analytics view. Filter by one or several tags to answer questions like:
  • How many calls resulted in a demo booked this week?
  • What is my team’s connect rate on cold calls versus warm follow-ups?
  • Which rep has the highest conversion rate?
Combine tag filters with date ranges, team members, or phone numbers for deeper analysis.

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HubSpot sync

If your team is connected to HubSpot, every tag applied on a call is pushed to HubSpot automatically. Where tags appear:
  • On the HubSpot call object
  • In a custom property called Allo Tags
  • As a multi-value field (multiple tags per call are preserved)
What you can do in HubSpot:
  • Build views and dashboards filtered by Allo Tags
  • Trigger workflows based on tag values (for example, notify a manager when a rep tags a call as “Demo booked”)
  • Report on tag distribution across reps and time periods
Tag sync is one-way for now (Allo to HubSpot). Editing the Allo Tags property directly in HubSpot will not change the tag on the call in Allo. Bi-directional sync is on our roadmap.

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Legacy behavior

Before April 2026, tags were synced to HubSpot’s native Meeting Type field and only one tag per call was supported. The new Allo Tags custom property supports multiple tags and keeps Meeting Type free for its original HubSpot use. Learn more about the HubSpot integration

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Troubleshooting

Check these items:
  • Only team admins and managers can configure tags. Team members can apply tags but not create them.
  • The feature is rolling out progressively. If your team isn’t enabled yet, contact your account manager.
  • Make sure you are on the latest version of the Allo app.
Common causes:
  • The prompt is too vague or matches conditions the call doesn’t meet.
  • The call has no transcript (call too short, audio quality too poor, or call handled outside Allo).
  • The call was already manually tagged before it ended.
Solution: Review the transcript and refine the prompt. Be explicit about both inclusion and exclusion criteria.
Verify the integration:
  • HubSpot is connected and the Allo user is mapped to a HubSpot user.
  • The call successfully logged in HubSpot (check the activity timeline).
  • The Allo Tags property exists on the HubSpot call object. Allo creates it automatically on first sync. If it’s missing, contact support.
Note: Tags are pushed asynchronously. Allow a few minutes after the call ends.
Tags can be edited at any time. Open the call, remove the incorrect tag, and apply the right one. Changes sync to HubSpot on save.
Enable Mandatory tags in Settings. Once activated, the tag selector appears after every call and reps can’t skip it until at least one tag is picked.

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Best practices

Keep the list short. 5 to 10 tags is usually enough. A long list slows down reps and dilutes your analytics. Standardize tag names. “Demo booked” is clearer than “D.B.” or “Meeting”. Consistent names make reports readable. Mix manual and auto. Use auto-tagging for things Allo can reliably detect from the transcript (topics mentioned, objections raised, conversion signals). Keep manual tagging for the judgment calls reps do best (hot lead, strategic account, account tier). Review quarterly. Archive tags that nobody uses. Add new ones when your sales process evolves.
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Call recordings

Every tag is backed by a recording and transcript
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AI Assistant

Ask AI to analyze tagged calls across your history
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HubSpot integration

See how tags sync to the Allo Tags property
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Team analytics

Filter your dashboards by call tags