Skip to main content

Categories

Categories are labels the AI assigns to every processed call. They are used to segment, filter, and report on calls by topic or intent.

Category Types​

  • System Default: Created by CallVibe, apply across all tenants. Cannot be edited or deleted.
  • Custom: Created by your team, tenant-specific. Can be edited and deleted.

Fields​

  • Name: Short label shown on call cards and filters (e.g., "Hot Lead")
  • Description: Tells the AI what calls belong to this category — write this clearly for better accuracy
  • Notification Criteria: Optional plain-English rule that triggers an alert when matched (e.g., "Customer mentions cancellation or refund")

Manage Categories​

Add a Category​

  1. Open Settings > Categories.
  2. Click New Category.
  3. Enter Name and Description, and optionally Notification Criteria.
  4. Click Save.

Edit a Category​

Click the pencil icon next to any custom category, update the fields, and save.

Delete a Category​

Click the trash icon. Existing calls tagged with that category keep the label; new calls will no longer be assigned to it.