Add a Label

Labels are tags that organize your contacts - "VIP", "Hot Lead", "Follow Up", and so on. While you're chatting with a customer in the Inbox, you can add or remove their labels without leaving the conversation.

How to Add a Label

1. Open the conversation in the Inbox.
2. Click the tag icon in the chat header.
3. The Manage Labels modal opens, showing every label.
4. Tick the labels you want to apply to this contact.
5. Click Save.

The labels you ticked now appear on the contact - both in the conversation list and in the customer details panel.

Creating a Label on the Spot

You don't have to leave the Inbox to make a new label:

1. In the Manage Labels modal, type a name into the Search or create label box.
2. If no label matches, you'll get the option to create it.
3. Create the label, tick it, and click Save.

What the Modal Shows

Common Questions