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

# Labels (Tags)

> Organize and categorize conversations and contacts with custom labels

# 🏷️ 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

**Visual example:**

```
Conversation #1234
├─ 🟢 #sales
├─ 🔴 #urgent
└─ 🟡 #product-a
```

***

## ✨ What Are They For?

<CardGroup cols={2}>
  <Card title="Organization" icon="folder">
    Categorize by type, product, priority
  </Card>

  <Card title="Filters" icon="filter">
    Find conversations quickly
  </Card>

  <Card title="Reports" icon="chart-bar">
    Metrics by label
  </Card>

  <Card title="Automation" icon="robot">
    Trigger automations based on labels
  </Card>
</CardGroup>

***

## 🆕 Create Label

1. **"Settings"** → **"Labels"**
2. **"New Label"**
3. Fill:
   * **Name**: "sales"
   * **Description**: "Sales conversations"
   * **Color**: 🟢 Green
4. **Save**

***

## 🎨 Label Categories

### By Support Type

```
🟢 #sales - Sales opportunities
🔵 #support - Technical problems
🟡 #financial - Billing and payments
🟣 #question - General questions
```

### By Priority

```
🔴 #urgent - Needs immediate attention
🟠 #high - Important, resolve today
🟡 #medium - Resolve this week
🟢 #low - No rush
```

### By Product/Service

```
💎 #product-premium
📦 #product-basic
⭐ #service-consulting
🛠️ #service-maintenance
```

***

## 🔖 Apply Labels

### To Conversations

**Manually:**

1. Open conversation
2. Click **"Labels"** in side panel
3. Select label(s)
4. Applied instantly

**By Shortcut:**

```
Type: #sales
System suggests labels
Press Enter
```

**Multiple labels:**

```
Conversation can have several:
├─ #sales
├─ #urgent  
└─ #product-a
```

***

## 🔍 Filter by Labels

### In Conversation List

```
Filters:
├─ Status: Open
├─ Label: #sales
└─ Inbox: WhatsApp

Result: 15 conversations
```

***

## 🤖 Automations with Labels

### Apply Label Automatically

**Rule 1: By Keyword**

```
IF message contains "buy" or "price"
THEN add label #sales
```

**Rule 2: By Inbox**

```
IF conversation from inbox "WhatsApp Support"
THEN add label #support
```

### Actions Based on Label

**Rule 1: Prioritize Urgent**

```
IF label = #urgent
THEN assign to senior agent
AND notify manager
```

**Rule 2: Route by Type**

```
IF label = #support
THEN assign to Support Team

IF label = #sales
THEN assign to Sales Team
```

***

## 💡 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

<CardGroup cols={2}>
  <Card title="Automations" icon="robot" href="/en/user-guide/automations">
    Automate label application
  </Card>

  <Card title="Reports" icon="chart-line" href="/en/user-guide/reports">
    Analyze by label
  </Card>
</CardGroup>
