Using Labels

Overview

Labels help categorize and organize conversations for efficient management.

Creating Labels

1. Go to Settings → Labels
2. Click Add Label
3. Enter:
   • Name: Use letters, numbers, hyphens, underscores
   • Description: Purpose of the label
   • Color: Visual identifier
   • Show on sidebar: For quick filtering

Applying Labels

From Conversation

1. Open a conversation
2. Click the label icon in the right sidebar
3. Select or search for labels
4. Click to apply

Via Automation

Create rules to auto-apply labels based on conditions.

Using Labels

• Filter conversations: Click label in sidebar
• Search: Search by label name
• Reports: Generate label-based reports
• Automation: Trigger actions by label

Best Practices

• Use consistent naming conventions
• Create labels for common categories
• Limit the number of labels
• Use colors for quick identification