Tags can be used to describe a call session with further descriptive labels. These labels are primarily of “cosmetic” nature, e.g. to take notes or categorize on how calls have concluded. However, they can also be used in historical reports to filter your sessions by specific tags as criteria.
🔎Read our Nimbus Power BI Template Overview to learn how Tags are reflected in the historical reporting.
Usage of Tags
Any Nimbus user with access to existing or past Nimbus sessions can create tags within the My Sessions UI without any prior configuration needed. Simply locate an open session and add the tags you need. An info-indicator highlights that a session still allows to add tags (and Codes).
After clicking on the task card, you can adjust tags in the Codes & Tags widget:
NOTE: Saving tags finalizes a session for Reporting
Note that once applied and saved, Tags (and Codes) in a session cannot be changed anymore. This is due to the fact that Nimbus closes the pending session off with timestamps and final results.
GOOD TO KNOW
- Tags will be suggested from previous sessions. The more Tags users added and defined, the longer the list of suggestions will be. Simply start typing to narrow down the choices and focus on re-use instead of creating more.
- Tags have no technical dependency. You can define freely decide how you name them. They will re-appear in the Nimbus Power BI Template > Tags and Codes area.