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Labels Settings
Go to Settings > Labels to manage your labels.

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Managing Labels

Labels help your team organize contacts into clear, actionable segments. To manage labels, go to the Labels page in Settings and:

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Create a Label

  • Click ”+ Create label”.
  • Enter a clear, descriptive name (for example, New Lead, VIP, or Churn Risk).

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Search Existing Labels

  • Use the search bar at the top of the list to quickly find existing labels.
  • This is especially useful when you maintain a large number of labels across teams or use cases.

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Edit or Delete Labels

  • Use the action menu next to each label to rename or remove it.
  • Be cautious when deleting labels, as they will be removed from any contacts they were previously applied to.

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Using Labels

Apply labels to contacts and conversations to:
  • Segment your audience by lifecycle stage, interest, or geography.
  • Filter contact lists and chat views to focus on specific groups of customers.
  • Create targeted campaigns and automations for high-intent or high-value segments.
  • Organize leads by status (for example: New lead, Qualified, Customer).
Define a simple, shared labeling convention (for example, sales pipeline stages or customer tiers) so your whole team applies labels consistently and reports remain accurate.