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Labels help your team categorize conversations by topic, issue, or follow-up need. A conversation can have multiple labels.

Create and manage labels

  1. Open your chatbot or AI Agent.
  2. Go to Settings > Labels.
  3. Click New label.
  4. Add a name, optional description, and color, then save.
Use the description to explain when the label should be applied. Clear descriptions help the AI choose the right label during handoff.

Add labels to a conversation

Open a conversation and select Labels under Chat Information. Choose one or more labels, or create a new label from the dropdown.

Filter conversations by label

Open the filter drawer on the Conversations page and select one or more labels. Conversations matching any selected label will be shown.

Automatically apply labels during handoff

In the Human Handoff settings, enable Auto-select labels. The AI will apply matching labels when handing off a conversation. If no existing label is suitable, the AI may suggest a new one. You can review and create suggested labels directly from the conversation.