Tag opportunities automatically from call transcripts

The Tag From Call Transcript automation action listens to what was said on a recorded call and tags the opportunity for you. If the calls clearly show a particular outcome, the right tag is applied. If they do not, nothing happens and the rest of your automation carries on.

Where to find it

Open your automations at https://app.trustpager.com/auto/automations, add an action and choose Tag From Call Transcript (in the CRM group). It works on any automation that has an opportunity, such as a stage change automation.

How it works

• It reads the newest call transcripts linked to the opportunity, up to 3 calls, each at least 20 seconds long.
• Only calls from the last N days are read. Read calls from the last N days defaults to 30.
• An AI model picks the ONE tag the calls show, from the tags you ticked on the action.
• The tag is applied only when the AI is at least as sure as your confidence threshold. The default is 85%.

Set it up

1. Make sure the tags you want exist in your workspace tag list: https://app.trustpager.com/settings/crm. This action never creates a tag. If a ticked tag is later removed from the list, it is ignored and the run notes that.
2. Add the action and tick the tags the AI may choose from.
3. Optionally add a one-line meaning for each tag. This makes the AI more decisive. Avoid tags that overlap, for example "CVL" and "CVL Liquidation", because the AI struggles to separate them.
4. Optionally use Also apply when a tag is found to add extra tags (for example "Matter Found") only when a tag lands. A later step can then use "Only run if" to check for it.
5. Adjust the confidence threshold and the number of days if the defaults do not suit.

Start with Suggest only

We recommend turning on Suggest only first. In this mode nothing is tagged. The automation run records the tag it would have chosen and how confident it was, so you can check it against real calls before letting it tag for real.

What happens when it is not sure

If the calls do not say, the AI is not sure enough, or there is no recorded call, nothing is tagged and the rest of the automation carries on. That means a fallback step, such as creating a task for a person to review, still fires.

Checking what it did

Every run records the chosen tag, the confidence and the probability of every option. See the automation's run history at https://app.trustpager.com/auto/automations. When a tag does land, a timeline note is added to the opportunity: "Tagged from call: X". Nothing is written to the timeline when no tag is applied.

Cost

Each AI read costs one credit. Opportunities with no usable recorded call cost nothing.

Good to know

• It only reads calls TrustPager recorded and linked to the opportunity. Calls made elsewhere are not seen.
• A call matched to a contact is linked to all of that contact's opportunities, so each of them can be tagged from it.
• For how tags and colours are managed, see https://trustpager.com/help-center/how-to-set-up-tag-palette. For building automations generally, see https://trustpager.com/help-center/build-trigger-automations.

Related fix: chained automations and placeholders

The Trigger Automation action now fills in {{placeholders}} inside its additional data before passing it on. For example, {"deal_id": "{{deal_id}}"} now reaches the chained automation as the real opportunity id. Previously the literal text was passed, which made the chained steps fail. Existing chains that worked around this keep working.