Labels

The Labels section allows you to organize and categorize your conversations through custom tags. With labels, you can mark conversations with visual identifiers (colors), facilitating quick identification and team work organization. Each label can have a name, description, custom color, and can be configured to appear in the conversations sidebar for quick access.

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Accessing Labels

To access the labels management area:

1. In the left sidebar menu, click Settings.
2. In the settings options list, select Labels.

The main labels screen will be displayed, showing all created labels or a message indicating that no labels have been created yet.

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Viewing the Labels List

The main labels screen displays:

• Title: “Labels” at the top left in large bold font
• Counter: The total number of created labels just below the title (e.g., “0 labels in total” or “1 label in total”)
• Search Bar: Field to filter labels by name, located below the title and counter
• Create Button: Green/turquoise ”+ New Label” button in the top right corner of the screen
• Labels Table: Lists all labels with their information when there are labels created

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Searching Labels

The search bar allows you to quickly locate labels by name.

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How to search

1. At the top of the screen, locate the “Search labels…” field with the search icon
2. Type the name or part of the name of the desired label
3. The labels table will be automatically updated as you type, showing only labels that match the search

The search is performed in real-time, making it easy to locate specific labels when there are many registered.

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Creating a New Label

There are two ways to start creating a new label:

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Option 1: Header Button

1. Click the green ”+ New Label” button located in the top right corner of the screen

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Option 2: Empty State Button

When there are no labels created, click the green “New Label” button in the center of the screen.

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Filling Out the Creation Form

After clicking any of the buttons, a modal will be displayed with a dark background containing:

• Title: “New Label” at the top of the modal
• Description: “Create a new label to organize your conversations.” just below the title
• Close Button: An “X” icon in the top right corner to close the modal without saving

In the form, fill in the following fields:

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1. Name (Required)

• Field: Name (marked with red asterisk * indicating required field)
• Type: Simple text field
• Description: Identifier name of the label
• Example: “work”, “urgent”, “follow-up”
• Recommendation: Use short and descriptive names
• Location: First field of the form

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2. Description (Optional)

• Field: Description (no asterisk, indicating optional field)
• Type: Text area (textarea) larger than the name field
• Description: Explanatory text about the label’s purpose
• Example: “Conversations related to projects, tasks, and professional demands.”
• Usage: Helps other team members understand when to use this label
• Location: Second field of the form, below the Name field

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3. Color (Required)

• Field: Color (marked with red asterisk * indicating required field)
• Description: Visual color that identifies the label
• Color Selection:
  • Preview: A solid colored square on the left shows the currently selected color
  • Hexadecimal Code: An input field next to the square allows directly entering a color code (e.g., #2ed573 for vibrant green)
  • Color Palette: A grid of predefined colors is available below the hexadecimal code field, allowing quick selection
  • Selected Color: The color chosen in the palette is highlighted
• Available Colors: The palette includes various options such as blue, red, pink, orange, purple, light green, dark green, gray, black, among others
• Location: Third field of the form, below the Description field

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4. Show on Sidebar

• Field: Show on sidebar
• Type: Toggle switch
• Description: Explanatory text below the title: “Makes the label visible in the conversations sidebar”
• Visual State:
  • When Activated: The toggle is in the “on” position with green/turquoise background
  • When Deactivated: The toggle is in the “off” position with gray background
• Behavior:
  • When Activated: The label will appear in the conversations sidebar for quick access
  • When Deactivated: The label will exist but will not be displayed in the sidebar
• Location: Fourth field of the form, below color selection

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Finalizing Creation

At the bottom of the modal, there are two action buttons:

• Cancel: Dark gray button with white text, located on the left
• Create: Bright green/turquoise button with white text, located on the right (color corresponds to the selected color for the label)

After filling in the desired fields:

1. Review the entered information
2. Click the green “Create” button to create the label
3. Or click “Cancel” to close the modal without saving
4. Alternatively, click the “X” icon in the top right corner to close without saving

The label will be created and will immediately appear in the labels table.

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Viewing Labels in the Table

After creating labels, they will be displayed in a table with the following columns:

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Table Columns

• Checkbox: Individual or bulk selection of labels
• Name: Label name (sortable)
• Description: Label description
• Color: Label color with hexadecimal code
• Sidebar: Indicates if the label is visible in the sidebar (Yes/No)
• Created at: Label creation date (sortable)
• Actions: Action menu to manage the label

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Table Features

• Multiple Selection: Use checkboxes to select multiple labels and perform bulk actions
• Sorting: Click on the “Name” or “Created at” column headers to sort the table
• Integrated Search: The search bar above the table filters results in real-time

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Editing a Label

To modify an existing label:

1. In the labels table, locate the label you want to edit
2. In the Actions column, click the three dots icon (...) corresponding to the label
3. A dropdown menu will be displayed with available options

4. In the dropdown menu, click Edit (accompanied by a pencil icon)
5. A modal similar to the creation one will open, but with the title “Edit Label” and fields already filled with the label’s current values
6. Modify the desired fields:
   • Name
   • Description
   • Color (select a new color in the palette or enter a new hexadecimal code)
   • Sidebar visibility (Show on sidebar toggle)
7. Review the changes
8. Click the green “Update” or “Save” button to save the changes
9. Or click “Cancel” to discard the changes

The changes will be applied immediately and reflected in the labels table.

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Deleting a Label

To remove a label:

1. In the labels table, locate the label you want to delete
2. In the Actions column, click the three dots icon (...) corresponding to the label
3. In the dropdown menu that appears, click Delete (accompanied by a trash icon, displayed in red text to indicate a destructive action)
4. A confirmation dialog will be displayed
5. Confirm the deletion in the dialog that appears

Attention: Deleting a label may affect conversations that were tagged with it. Verify that there are no dependencies before deleting. The deletion action is permanent and cannot be undone.

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Final Considerations

• Organization: Use labels consistently to facilitate conversation organization and search
• Colors: Choose distinct colors for different types of labels, facilitating quick visual identification
• Sidebar: Activate “Show on sidebar” only for frequently used labels, keeping the sidebar organized
• Nomenclature: Use clear and descriptive names so all team members understand the purpose of each label
• Descriptions: Fill in label descriptions to document when and how to use them

Labels are a powerful tool for categorizing and organizing conversations, improving team work efficiency and facilitating tracking of different types of interactions with contacts.