How do I label conversations to keep them organized?
Add one or more labels to a conversation from its header, picking from your saved labels or typing a new one.
Labels are short tags you put on a conversation to help your team triage it at a glance, things like VIP, Billing, or Complaint.
Add a label to a conversation
- Open the conversation.
- Click Labels in the header.
- Pick from the suggestions shown, or type a new one and press enter.
- It appears on the conversation immediately, no separate save step.
To remove a label, open the same Labels menu and remove it the same way you added it.
Set up your saved labels
Saved labels are the ones that show up as quick suggestions in the picker above.
- Go to Settings, then Inbox, then Labels.
- Click Add label.
- Give it a name, an optional description so your team uses it the same way, and a color.
- Save. It is now available as a suggestion the next time anyone labels a conversation.
Deleting a saved label removes it from every conversation that used it, this cannot be undone.
A label I typed did not stick
Labels starting with "ai-" are reserved for Peakify's own automatic tagging and cannot be added by hand, you will see a message explaining this if you try.
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More in Your inbox
The other guides people read alongside this one.
- How do I read and reply to a conversation?
Open a conversation from your inbox list, type your reply, and send it. Switch to a note if the message is only for your team.
- How do I give a conversation to someone else?
Use the assignee control in the conversation header to hand it to a teammate, take it yourself, or hand it back to the AI.
- How do I snooze, resolve or reopen a conversation?
Resolve when you are done, snooze when you need to come back later, and either way it reopens by itself the moment the customer replies.
- How do I filter my inbox, and save the filters I use most?
Filter by channel, assignee, team or unread, then save the combination as a view you can jump back to in one click.
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