Define topics
Open the agent’s Settings, select Call Tagging, and add each topic with a name and description.- Use the name as the stable reporting label.
- Use the description to explain when the topic applies.
- Keep topics distinct enough that the same conversation is not routinely ambiguous.
New appointment, Reschedule appointment, and Cancel appointment when those categories lead to different operational decisions.
Phonely analyzes completed calls against the agent’s configured topics. A call can contain more than one topic.

