Admin
After sign-in you work in one tenant. Viewers can see data; owners and admins can change it.
Numbers
List every called number Calltag knows. Add a number yourself, or wait: unknown numbers from clicks or calls appear as new. Track them, or mark ignore (do not track). Per number you set:
- Matching mode: time, match code, or both
- Time window in seconds (empty uses the tenant default, typically 15s)
- Match code length (4–8 digits) and how long a match code stays valid (TTL)
- Optionally append the match code to the
tel:link astel:<number>,<code>so the phone dials it automatically after the call is answered - Label (for example Verkauf / Service)
- Optional pre-call form, for match code or both only, built under Pre-call forms: a short wizard shown when a visitor clicks the number. Switching the number to time matching removes the form.
Pre-call forms
Build a step-by-step popover (consent, your questions, then a call button) and assign it to numbers that use match-code matching. Each answer is stored as an attribute under the name you choose and sent with the match code, so it belongs to that call. Time matching cannot use a form. If the visitor declines consent, they get a plain call button and nothing is sent.
Integrations and Imports
Integrations: add fonial, sipgate, Amazon Connect, or a push API source; enable or disable; test connection and sync where the provider supports it.
Imports: upload CSV call records, preview mapping, then commit. The import list shows row counts and errors.
Match codes
Live view of match codes: utilization per number and recent issued / redeemed / expired match codes. If utilization is high, increase match code length on the number.
API keys
Create public keys (tag, origin allowlist) and secret keys (phone system). The full secret is shown once. You can revoke a key later.
Team
Owners invite people by email as admin or viewer, and can later promote someone to owner. Admins can change settings; viewers are read-only. New accounts receive a Supabase Auth invite email. People who already have a Calltag account are added immediately and get a notification email (requires SMTP on the web app). Only owners can invite or change roles.
Tenant
Name shown in the sidebar, default country for national phone numbers, timezone for timestamps that have no offset, and the default match window in seconds. A number can still set its own window; an empty window uses this default (typically 15 seconds). Data Retention, on the same page, sets how long unmatched website clicks are kept (default 30 days) and how long calls and matches are kept (default 13 months). Cleanup runs automatically.
Support access
Calltag support can open your tenant read-only for diagnostics. Writes require you (the owner) to grant access for 72 hours. You can revoke it. Grant history and related audit events are visible on that page.
How numbers, clicks, and calls show up in reports: Reporting.