> For the complete documentation index, see [llms.txt](https://help.wapcrm.net/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.wapcrm.net/labeling-and-organizing.md).

# Labeling and Organizing

WapCRM offers **conversation labeling and organization tools** to help businesses manage **customer interactions efficiently**. By using **labels**, teams can **categorize conversations**, **track customer inquiries**, and **generate detailed reports** based on specific **criteria**.

**How to Create and Apply Labels in WapCRM:**

📌 **Step 1:** Go to **Settings → Labels Management**.\
📌 **Step 2:** Click **"Create New Label"**, and name it according to its purpose (e.g., **Sales Inquiry**, **Support Request**, **VIP Customer**).\
📌 **Step 3:** Choose a **color code** for easy identification.\
📌 **Step 4:** Save the label and start applying it to **conversations and messages**.\
📌 **Step 5:** Agents can **manually apply labels** during a chat or set up **automatic labeling rules** (if available).

🔹 **Pro Tip:** Use **color-coded labels** to quickly **differentiate between conversation types** and **prioritize work**.

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**Best Practices for Labeling Conversations:**

✅ **Establish Standard Labels:** Create a **consistent set of labels** that all agents can use.\
✅ **Train Agents on Labeling Guidelines:** Ensure all team members understand **when and how to use labels**.\
✅ **Review and Update Labels Regularly:** Adapt labels to match **changing business needs** or **new marketing campaigns**.\
✅ **Utilize Labels in Reporting:** Generate **channel-specific reports** filtered by **label categories** to gain **deeper insights**.\
✅ **Combine Labels with Smart Routing:** Use labels to **prioritize certain conversations**, improving **response efficiency**.

💡 **Tip:** Create labels for **specific scenarios**, such as **escalations**, **sales opportunities**, or **customer complaints**.

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**Organizing Conversations with Labels:**

* Labels allow **sorting and filtering conversations** in the **inbox view**, making it easier to find **relevant chats**.
* Supervisors can view **all conversations with a specific label**, helping to **monitor and manage workload**.
* Use labels to create **custom queues** or **prioritized chat lists** for agents.
* Automatically route **labeled messages** to the **most appropriate agent or department**.

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**Why Use Labels for Organizing Conversations in WapCRM?**

🚀 **Improves workflow efficiency** by allowing teams to **quickly locate and manage conversations**.\
🚀 **Enhances reporting accuracy** by using **labels as filters** in **analytics and reports**.\
🚀 **Boosts productivity** by helping agents **focus on priority conversations**.\
🚀 **Provides better customer insights**, allowing businesses to **tailor responses** based on **labeled categories**.

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**Get Started Today!**\
📌 **Create Custom Labels** → **Apply Them to Conversations** → **Streamline Your Customer Communication!**