How to add labels?

Labels in Profichat help you categorize and prioritize conversations, making it easier to manage your workflow. By assigning labels from the chat side panel, you can quickly identify conversation topics or statuses.

Labels are unique to each account, allowing you to create workflows tailored to your organization. You can customize label colors to distinguish between them and display them in the sidebar for easy filtering.

How to Add Labels

Step 1. On the Profichat home screen, go to Settings → Labels and click the Add Label button.

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Step 2. Start creating your label. Use meaningful names and distinct colors to keep them clear and easily recognizable.

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Field descriptions:

• Label Name: Choose a name for the label to define its category (e.g., Premium_Customer, delivery-issues, bugs).
  Note: Only letters, numbers, hyphens, and underscores are allowed.

• Description: Add a brief description to clarify the label’s purpose, helping team members understand its meaning. For example, a description for Premium_Customer could be, "This customer's issue is to be resolved on priority."

• Color: Select a color for easy identification, and click the color square again to confirm.

• Show Label on Sidebar: Check this box if you’d like the label displayed in the sidebar for easy identification of conversations.

Step 3. Click Create. A Label added successfully message will confirm your label has been created.

Continue adding labels as needed. Labels are accessible to all teams within your account.

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How to Modify or Delete a Label

Step 1. Go to Settings → Labels to view your list of labels. Find the label you want to update or delete. Click the Edit (pencil icon) to modify or Delete (red cross icon) to remove.

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Step 2. If editing, a modal will appear with prefilled information. You can adjust the label name and description. Click Edit to save changes, or Cancel to discard them.

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Using labels in Profichat keeps your conversations organized, ensuring that your team can efficiently manage and prioritize customer issues.