New product update: call-tagging.

Reading time:
Virtual receptionist call-tagging

Prioritize Your Communications & Track Your Leads

As business owners, you often share with us that you have competing priorities and your time is one of your most precious resources. Ruby is excited to share our new Call-Tagging feature, which provides you with valuable call data insights. This new feature can help you focus your daily efforts on what matters most to you, whether it is contacting leads or following up with current clients.

Receptionists now identify each call with a tag, such as Lead or Current Client, and that information flows into our web and mobile apps, helping you to see the volume of those calls, and find them more easily.

This feature has launched with a small set of tags:

  • Lead
  • Current Client
  • Solicitation
  • Your company calling Ruby
  • Other

We plan to expand the tags as we hear from you on what additional tags would be most useful!

Prioritize Your Communication

The Ruby mobile app now highlights calls that are leads, ensuring you never miss an opportunity. On the dashboard and in the Activity Section, leads will have a visible lead tag. Armed with this insight, you can more easily prioritize which calls need your immediate attention.

Worried that you might have missed an important call from a current client? Head on over to the Activity Section where you can filter your activity by tag, and easily see calls from your current clients that you might have missed. Create a filtered list of just the types of follow-ups you want to focus on—whether that is a lead who left a voicemail, or current clients who left a message—and do that all while you are in your office or on the go!

Track Your Leads

Your dashboard on now gives you a snapshot of your customer call activity for the last 7 days, helping you to quickly see if that new marketing investment, such as a Facebook ad, is driving new leads to your business.

Using the Activity Section on, you can filter your activity to see all activity by a specific tag and in a specific period of time. Export your activity and overlay your own information on marketing dates and campaigns for deeper analysis and insight.

Use the “Current Client” tag to filter your activity to just current clients and see how your customer marketing might be driving engagement with your customers. Or use it as a to-do list by selecting the “Lead” tag to prioritize who to call to win business.

Ruby is excited to put more data in your hands to help you grow and run your business, and looks forward to your feedback on this new feature!

Additional reads you may find interesting...

View All

Reflections on fallout

Square title card with circular-cropped head shot: The art and challenge of business services, Justin Dunham, ércule
Small Business Tips

The art and challenge of business services—with Justin Dunham of ércule

Customer Feature

Ruby customer feature: Rapid resourcefulness with Ashton Taylor

Small Business Tips

Forced changes and success with Loren Feldman

Small Business Tips

Get more clients like that one. You know the one.

Small Business Tips

Business live chat: Have your cake and eat it too.

Small Business Tips

Small business resourcefulness with Loren Feldman

Small Business Tips

Omnichannel customer experience: what it means and how to do it right

Small Business Tips

[Infographic] The #1 secret of successful law firms.

Small Business Tips

Use Ruby to schedule appointments and save time.

Small Business Tips

Automated lead capture: Why you need it and how it works.

Small Business Tips

[Infographic] Telehealth in 2021 and beyond.

About Ruby

This Women’s History Month, #ChooseToChallenge with Ruby.

Small Business Tips

PPP loans have relaunched in 2021—with an exclusive application window for small businesses.

Small Business Tips

Too many customers? Here’s how to make a spike in demand work for you.

Try Ruby Risk Free

Call to talk to a live virtual receptionist and hear why 10,000+ companies Ruby.

Call Ruby Sign Up
Sales Support

Already a Ruby customer?

Let’s get started.

Ready to turn more callers into customers?

Missed connections translate to lost revenue. With Ruby, you have a partner in gaining and retaining customers. Plus, we’re so confident you’ll love our service, we offer a 21 day money-back guarantee*.

*Ruby is delighted to offer a money-back guarantee to first time users of both our virtual receptionist service and our chat service. To cancel your service and obtain a full refund for the cancelled service (less any multi-service discount), please notify us of the service you wish to cancel either within 21 days of your purchase of that service or before your usage exceeds 500 receptionist minutes/50 billable chats, as applicable, whichever occurs sooner.