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Labels

Flexible tags for organizing members, chats, and files. Filter your audience, target communications, and trigger automations—all based on simple labels.

What Labels Do​

Labels help you organize everything:

  • Segment members into meaningful groups
  • Filter and search by category
  • Target messages to specific segments
  • Trigger automations when applied/removed
  • Track progress through stages

Key Features​

Visual Organization​

Color-coded labels for instant recognition. Green for positive, red for urgent, blue for informational.

Manual or Automatic​

Apply labels manually or let Event Rules apply them automatically based on behavior.

Filter Everything​

Filter member lists, chat inboxes, and file views by any combination of labels.

Trigger Automations​

Use labels to trigger event rules or target scheduled messages.

How It Works​

Create Label    →    Apply to Items    →    Use for Organization
(name, color)       (members, chats)       (filter, automate)

Create workspace-wide labels, apply them to members or chats, then use them for filtering, targeting, and automation.

Label Types​

Applies ToExample Labels
MembersVIP, Qualified, Active, At-Risk
ChatsUrgent, Waiting, Resolved
FilesDraft, Final, Contract

Common Label Patterns​

PatternLabels
Sales PipelineLead → Qualified → Demo → Proposal → Closed
Customer HealthActive, At-Risk, Churned, VIP
Support TriageUrgent, Bug, Feature Request, Billing
Patient JourneyScreened → Eligible → Enrolled → Completed

Automation Examples​

Auto-label on task completion:

WHEN: Task "Qualification" completed
THEN: Apply label "Qualified"

Target labeled segments:

Schedule: Weekly at 9 AM
Target: Members with "Active" label
Action: Send check-in message

Pricing & Limits​

Feature availability and limits are determined by your subscription plan. See the pricing page for details.