🏷️ Labels (Tags)
Organize conversations and contacts using colorful and custom labels.📋 What are Labels?
Labels (or Tags) are tags you apply to:- 💬 Conversations: Categorize support
- 👥 Contacts: Segment customers
✨ What Are They For?
Organization
Categorize by type, product, priority
Filters
Find conversations quickly
Reports
Metrics by label
Automation
Trigger automations based on labels
🆕 Create Label
- “Settings” → “Labels”
- “New Label”
- Fill:
- Name: “sales”
- Description: “Sales conversations”
- Color: 🟢 Green
- Save
🎨 Label Categories
By Support Type
By Priority
By Product/Service
🔖 Apply Labels
To Conversations
Manually:- Open conversation
- Click “Labels” in side panel
- Select label(s)
- Applied instantly
🔍 Filter by Labels
In Conversation List
🤖 Automations with Labels
Apply Label Automatically
Rule 1: By KeywordActions Based on Label
Rule 1: Prioritize Urgent💡 Best Practices
Naming
✅ Lowercase:#sales not #Sales✅ No spaces:
#high-priority not #high priority✅ Descriptive:
#technical-support not #ts✅ Consistency: Define standard and follow
Organization
✅ Limit quantity: 15-30 labels ideal✅ Clear categories: Type, priority, product
✅ Logical colors: Red=urgent, Green=ok
✅ Documentation: Official list of labels
Usage
✅ Train team: Everyone uses same way✅ Review periodically: Labels still make sense?
✅ Remove unused: Labels not used >3 months
🚀 Next Steps
Automations
Automate label application
Reports
Analyze by label