# 16.Labels

# Labels

| Item | Details |

|—|—|

| Who it is for | Administrators maintain; agents apply labels on conversations / contacts |

| Menu location | **Settings → Labels**; Conversations / Contacts sidebars also list labels marked “Show in sidebar” |

| Plan dependency | Usually on by default |

Labels are coloured keywords for classifying conversations and contacts — used in filters, automation and reports.

## 1. Creating a label

1. **Settings → Labels → Add**.

2. Enter name, colour and description.

3. Optionally tick **Show in sidebar** for one-click filtering.

4. If automation or macros reference the name, check those rules after renaming.

## 2. Usage

– Pick labels from the conversation title bar or sidebar; multi-select is allowed.

– Contact detail pages can take labels too.

– Automation, macros and Captain scenarios can “add / remove label”.

Agree a controlled vocabulary, for example `refund`, `bug`, `VIP`, `awaiting-finance`, so synonyms do not split your reports.

## 3. Reports

**Reports → Labels** shows volume by label. Cleaner tagging makes reports more useful.

## 4. Frequently asked questions

**If I delete a label, do conversations remain?** Yes — only the label is gone.

**Label missing from the sidebar?** “Show in sidebar” is off, or no conversation uses it yet (you can still open it from Settings).

## Related articles

– [Conversation workspace](3-conversation-workbench)

– [Automation](.18-automation

– [Reports](.10-reports