Skip to main content
Configure custom metadata fields that appear in your dashboard filters and call details.

​
What is Metadata?

When you submit calls via API, you can include custom metadata like:
  • Call type (inbound/outbound)
  • Department
  • Campaign name
  • Customer segment
  • Any other custom fields
This tab lets you control how that metadata appears in the app.

​
Configuring Metadata Display

For each metadata field, you can configure:
SettingDescription
Display NameHow the field appears in the UI
Show in DashboardWhether it appears as a dashboard filter
Show in DetailsWhether it appears in call detail views

​
Adding Metadata Fields

  1. Click Add Field
  2. Enter the Field Key - must match the key you send via API
  3. Enter a Display Name - the user-friendly label
  4. Configure visibility options
  5. Save

​
Using Metadata Filters

Once configured, metadata filters appear alongside Date, Agent, and Score filters on the Dashboard. Users can filter calls by any metadata field you’ve enabled.