Labeling and Organizing

Organize conversations in WapCRM with custom labels. Categorize chats by priority, topic, or department across WhatsApp, Instagram, Facebook Messenger, Telegram, SMS, and VOIP.

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!