Labels
Labels let you tag conversations and set up automatic follow-ups based on specific labels. If a conversation with one of these labels doesn't get a reply within the set time, the AI sends a follow-up message based on your settings.
A. Creating a label:
Open the Label tab:
Go to the Label tab on your dashboard.
Add a new label:
Click Add Label.
Enter a label name.
Choose a color.
Click Create to save it.
Check your label:
Make sure the label appears in your label list.
B. Adding labels to chats:
Option 1: One at a time
Open the Chat page:
Go to the Chat page.
Choose a conversation:
Open a conversation.
Add a label:
In the Info tab on the right, click Add Label.
Choose the label you want.
Repeat to add up to 5 labels.
Create a new label:
If you click Create New Label, you'll be taken to the Label tab to create one.
Option 2: Add labels in bulk
Open the Chat page:
Go to the Chat page on your dashboard.
Choose chats:
Click Select Chat.
Tick the chats you want, or click Select All.
Edit labels:
Click Edit, and the Edit pop-up appears.
Tick the labels you want to add (up to 5).
Save your changes:
Click Update All to add the labels to the selected conversations.
Check the result:
Make sure the selected conversations now have the labels you chose.
Option 3: Let the AI do it
Open the AI Agent page:
Go to the AI Agent page on your dashboard.
Click Setting on your AI Agent.
Additional settings:
On the General page, scroll down and click Additional Settings.
Choose labels:
Tick the labels you want the AI to apply automatically.
Save your settings:
Click Save AI Setting to save your changes.
C. Viewing and managing conversations by label:
Filter by label:
On the Chat page, use the label filter to see specific conversations.
Automatic follow-ups:
Automate follow-ups based on the labels you've chosen.