> ## Documentation Index
> Fetch the complete documentation index at: https://docs.reddy.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Add Metadata to a Call

> Attach custom metadata/tags to calls for filtering and insights

You can attach custom metadata to any call to track business-specific information. This metadata shows up immediately in the Reddy dashboard and can be used as filters once your Reddy admin configures them.

## Example

Let's say you're tracking sales calls and want to monitor:

* Which lead sources convert best
* Deal values by agent
* Demo conversion rates

You can push this data to Reddy and then filter your dashboard to see only high-value deals, track conversion patterns, or identify your top performers.

## Get a conversation ID

Start by searching for a recent call in your dashboard and grab the ID from the conversation ID column or call details. You can use the conversation ID filter to quickly find a specific one.

<Frame>
  <img src="https://mintcdn.com/reddy-376a6c19/TA4IqlwsHCWCEU6j/images/conversation_id_search.png?fit=max&auto=format&n=TA4IqlwsHCWCEU6j&q=85&s=fa877318bb6716b22561171412e678dc" alt="Conversation ID search" width="3420" height="1926" data-path="images/conversation_id_search.png" />
</Frame>

## Make an API call

Now let's add some sales metadata to the call:

<CodeGroup>
  ```bash cURL theme={null}
  curl -X POST 'https://app.reddy.io/api/v1/call/add_tags' \
    -H 'Authorization: Bearer your_api_key' \
    -H 'Content-Type: application/json' \
    -d '{
      "conversation_id": "conv_abc123",
      "agent_email": "sarah@company.com",
      "tags": [
        {"key": "lead_source", "value": "webinar", "type": "string"},
        {"key": "deal_value", "value": 25000, "type": "integer"},
        {"key": "demo_scheduled", "value": true, "type": "boolean"}
      ]
    }'
  ```

  ```python Python theme={null}
  import requests

  response = requests.post(
      'https://app.reddy.io/api/v1/call/add_tags',
      headers={
          'Authorization': 'Bearer your_api_key',
          'Content-Type': 'application/json'
      },
      json={
          'conversation_id': 'conv_abc123',
          'agent_email': 'sarah@company.com',
          'tags': [
              {'key': 'lead_source', 'value': 'webinar', 'type': 'string'},
              {'key': 'deal_value', 'value': 25000, 'type': 'integer'},
              {'key': 'demo_scheduled', 'value': True, 'type': 'boolean'}
          ]
      }
  )
  ```

  ```javascript JavaScript theme={null}
  const response = await fetch('https://app.reddy.io/api/v1/call/add_tags', {
    method: 'POST',
    headers: {
      'Authorization': 'Bearer your_api_key',
      'Content-Type': 'application/json'
    },
    body: JSON.stringify({
      conversation_id: 'conv_abc123',
      agent_email: 'sarah@company.com',
      tags: [
        {key: 'lead_source', value: 'webinar', type: 'string'},
        {key: 'deal_value', value: 25000, type: 'integer'},
        {key: 'demo_scheduled', value: true, type: 'boolean'}
      ]
    })
  });
  ```
</CodeGroup>

## Viewing the metadata in the dashboard

Once you've sent metadata, it should appear immediately in that call's Insights panel:

<Frame>
  <img src="https://mintcdn.com/reddy-376a6c19/TA4IqlwsHCWCEU6j/images/metadata_insights_panel.png?fit=max&auto=format&n=TA4IqlwsHCWCEU6j&q=85&s=1187e20e031c5e23fef7e966b04d9ff2" alt="title" width="3420" height="1924" data-path="images/metadata_insights_panel.png" />
</Frame>

To use this metadata for filtering:

1. Contact your Reddy admin to add your metadata fields to the dashboard
2. Once configured, you'll see your custom fields in the filter dropdown:

<Frame>
  <img src="https://mintcdn.com/reddy-376a6c19/TA4IqlwsHCWCEU6j/images/new_filter.png?fit=max&auto=format&n=TA4IqlwsHCWCEU6j&q=85&s=5c7e610c5b7e32a7357925da38aa19c9" alt="title" width="1454" height="974" data-path="images/new_filter.png" />
</Frame>

## Common patterns

### Real-time updates during calls

If you're tracking live call events, send metadata as they happen:

```python theme={null}
# Customer mentions budget
add_tags(conversation_id, agent_email, [
    {'key': 'budget_discussed', 'value': True, 'type': 'boolean'},
    {'key': 'budget_amount', 'value': 50000, 'type': 'integer'}
])

# Demo gets scheduled
add_tags(conversation_id, agent_email, [
    {'key': 'demo_date', 'value': '2024-03-15', 'type': 'string'},
    {'key': 'demo_product', 'value': 'enterprise_suite', 'type': 'string'}
])
```

### Post-call enrichment

You can also add metadata after calls end by pulling data from your CRM:

```python theme={null}
# After call ends, enrich with CRM data
crm_data = fetch_from_salesforce(customer_email)
add_tags(conversation_id, agent_email, [
    {'key': 'account_tier', 'value': crm_data['tier'], 'type': 'string'},
    {'key': 'lifetime_value', 'value': crm_data['ltv'], 'type': 'integer'},
    {'key': 'active_subscription', 'value': crm_data['is_active'], 'type': 'boolean'}
])
```

<Note>
  Metadata added after a call completes won't be included in Reddy's AI analysis (like QA compliance checks) but can be used for dashboard filtering and searching.
</Note>

***

Questions? Check the [API reference](/api-reference/call/add-tags) for the full endpoint spec.