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How to add labels?

Last updated on Feb 25, 2024

Labels in Chatwoot can help you easily categorize and prioritize conversations, making it easier to manage your workflow. By assigning a label to a conversation from the chat's side panel, you can quickly identify the topic or status of the conversation.

Labels are account-specific, which means you can use them to create custom workflows that are unique to your organization. You can also customize the colors of your labels to help differentiate them, and display them on the sidebar for easy filtering.

To add labels, follow the steps described below.

Step 1. Click on Settings on Chatwoot home screen. Go to Labels → Add Label button.

Step 2. Start designing your own label. As you add more labels, try to give them meaningful names as well as different colours to maintain distinction and clarity.

The fields are described below.

  1. Label Name

    Assign a name for the label to identify the category. For e.g.,: Premium_Customer, deliver-issues, bugs are a few commonly used labels.

    Note: Only alphabets, numbers, hyphens and underscores can be used to name your labels.

  2. Description

    Write a short description to convey what the label represents. This will help your team members to understand the labels easily. For e.g., A possible description for the label Premium_Customer is "This customer's issue is to be resolved on priority."

  3. Color

    Select a colour for the label for easy identification. After selection, click on the small square again.

  4. Checkbox to show label on sidebar

    Check this if you want the label to be displayed on the sidebar. This will help in easy identification of the conversations.

Step 3. Click on Create. The Label added successfully message will be displayed. New Label has been created.

Continue to create as many labels as you need. Labels can be used across teams.

How to modify or delete a label?

Step 1. Open the list of your label from Settings → Labels. Locate the label you want to edit. Click the Edit button (pencil icon) if you want to edit it. Click the delete button (red cross icon) if you want to delete it.

Step 2. If you are editing the label, you will see a modal with prefilled information. You can edit the label name and its description. Click on Edit to save the changes. Click on Cancel if you want to discard the changes.