Add Labels
Labels in Neo help you categorize and prioritize conversations. You can assign a label to a conversation from the chat's side panel and use custom colours to make them easily identifiable. Labels can be used to create custom workflows in your organization.
How to Add Labels to Neo
Navigate to Label Settings
Click on Settings on the Neo home screen.
Go to Labels → Add Label button.
Create a Label
You will see the screen where you can design your own label.
As you add more labels, try to give them meaningful names and different colors to maintain distinction and clarity.
Label Details Form
The fields in the form are described below:
Label Name
Assign a Name for the label to identify the category
eg: Premium_Customer Only Alphabets, Numbers, Hyphen and Underscore are allowed
Description
Give a short description of what the label represents
eg: This Customer issue is to be resolved on priority
Colour
Select a colour for the label for easy identification
After Selection click on the small square again
Show Label on Sidebar
Select this option if you want the label to be displayed on the sidebar
This will help in easy identification of the conversations
Click on Create. The "Label added successfully" message will be displayed.
Manage Labels
New labels have been created. You can create as many labels as you need.
Labels can be used across teams.
You can edit or delete the label as per your need.
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