Create and use labels to organize your conversations

📍 Where to find it: Settings → Labels (creation); Inbox → (open a conversation) → right-hand panel → "Conversation labels" (applying)

Labels are colored keywords (for example "Complaint", "Quote", "VIP") that you stick on conversations to sort, filter and trigger targeted actions.

How it works

First you create the list of labels in Settings (name, description, color). Then, in any conversation, you apply one or more labels. They form the basis for filters, saved views, campaigns and automations.

Step by step

1. Go to "Settings" (bottom of the menu) → "Data" group → "Labels".
2. Click the add button, enter a name, a description and choose a color, then save.
3. Open a conversation from "Inbox".
4. In the right-hand panel, "Conversation labels" section, select the labels to apply.

Good to know

• Keep your list of labels short and clear so the whole team uses them the same way.
• Labels then feed filters, WhatsApp campaigns and automations.