How do I create a new tag in MyOperator?

Quick answer

Go to Manage → Tags → Add New Tag, type the tag name, and click Save.

You can then assign the tag to calls, contacts, or reports.

When should I use this guide?

Use it when you need to organise calls or contacts into custom buckets for faster search, reporting, or automation rules.

1. Prerequisites

• Admin or Manager role in the MyOperator panel
• At least one existing call or contact to tag (optional)

2. Create a tag via the Manage tab

The new tag appears in the list with a green "Created" toast.

3. Create a tag from a user profile

1. Open Contacts → Search and select a contact.
2. In the profile’s Tags section, click + Add Tag.
3. Type a new name and press Enter — the tag is created and assigned in one step.

4. Use tags for:

• Filtering call logs by topic, owner, or department.
• Segmenting campaign lists for targeted outreach.
• Flagging calls or contacts that need follow-up actions.
• Reporting on specific call types (e.g., Sales, Support).

5. Expected outcome & how to confirm

• The tag is visible under Manage → Tags and shows "0 usage" until the first assignment.
• In call or contact views, start typing the tag and it autocompletes.

6. Edge cases & limitations

• A single record can have multiple tags.
• Tags are shared across the account — changes affect all users.
• Duplicate tags (e.g., "Follow-Up" vs "Follow up") may create confusion.
• Max: 50 characters per tag (special characters allowed).
• If you don’t see the Tag option, check with your Admin role for permissions.

7. Troubleshooting & edge cases

Keywords: create tag, MyOperator tags, call tagging, contact organisation

Updated on: 27/11/2025