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Overview

Smart Tags automatically classify calls based on your prompts. They eliminate manual tagging, and provide the foundation for intelligent automation across the Momentum platform. Smart Tags enable revenue teams to:
  • Easily identify important calls by filtering calls based on automatically detected themes like competitor mentions, objections, or feature requests.
  • Automate workflows with infinite flexibility by triggering actions when specific tags or combinations of tags are detected
  • Analyze trends by correlating tags across calls at a scale only possible with AI.

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How Smart Tags Work

When a conversation is analyzed, Momentum’s AI evaluates which of your configured Smart Tags apply, and tags the conversation accordingly. Momentum also stores the surrounding context of the conversation that resulted in the Smart Tag being applied, for use as a high-signal data point itself. Example: If a prospect mentions “we’re currently evaluating Competitor X,” a competitors Smart Tag automatically tags the conversation with a “Competitor X” tag. That data can then be used to:
  • Filter calls in the Call Library to review all conversations where “Competitor X” emerged as a competitor
  • Trigger Autopilot or AI Signal workflows (e.g., notify sales enablement or attach a battlecard)

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Filtering Calls by Smart Tags

You can filter calls in the User Call Library by Smart Tags, making it possible to retrieve calls based on any criteria you can describe in a prompt.

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Use Cases

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Competitive Intelligence

Zero in on calls involving specific competitors to review positioning battles and understand win/loss drivers. Example: Filter calls tagged with “Competitor Mention: Competitor X” to see every conversation where that competitor came up.

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Enablement and Coaching

Create curated call sets based on real tagged moments to train your team with relevant examples. Examples:
  • Build a collection of calls tagged with “Discovery Quality” to showcase effective discovery techniques
  • Gather calls with “Decision Criteria” tags to help reps understand what buyers prioritize

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Next-Generation Automation

Use overlapping Smart Tag definitions to trigger hyper-specific workflows. Example: When Competitor X is mentioned on an early stage deal and pricing objections arise, evaluate an AI Signal that checks whether or not the rep mentioned the Flex Tier offering.

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Setting Up a Smart Tag

Admins can create and configure Smart Tags to capture the signals that matter most to your organization. Smart Tag Wizard
  1. Go to Admin > Smart Tags and select Create Smart Tag.
  2. Give your Smart Tag a descriptive name (e.g., “Competitor Mentions” or “Pricing Objections”).
  3. Define the detection criteria—specify the keywords, phrases, or patterns that Momentum should look for during calls.
  4. Configure how matched values should be stored (e.g., as a single value or a multipicklist for multiple matches).
    • Add keywords: Specify the exact terms or phrases you want to detect. For example, add competitor names like “Amazon,” “Google,” or “Shopify” to a Competitors tag.
    • Extract other options: Enable this to allow Momentum to dynamically detect and add new values beyond your predefined keywords. This is useful when you want to capture emerging competitors or new objection types without manually updating the tag configuration.
  5. Save your Smart Tag. New calls will automatically be analyzed and tagged based on your configuration.
Smart Tags apply to newly analyzed calls. Existing calls will not be retroactively tagged unless you run a backfill.

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Using Smart Tags in Automations

Once your Smart Tags are configured, you can use them as conditions in your workflows to trigger actions based on conversation content:

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FAQs

How are Smart Tags different from manual tagging? Smart Tags are automatically detected by Momentum’s AI based on what was actually said during the call. There’s no need for reps to remember to tag calls—it happens automatically. Can Smart Tags create new keywords automatically? Yes. Smart Tags use dynamic keyword detection, meaning they can match new keywords and persist them as selectable options (such as new competitor names that appear in conversations). Do Smart Tags work with Autopilot? Yes. Smart Tags can be used within Autopilot workflows to trigger actions based on tag conditions. Where can I see Smart Tags on a call? In the call library, you can use your existing Smart Tags to filter calls. Additionally, when viewing an individual call, you can see all the Smart Tags that applied to it.