How to Use Labels in ZazzyAgent to Organize Customers

Labels are one of the easiest ways to organize customer conversations.

A label is a simple marker you can attach to a customer to describe something important about them or their interaction with your business.

Examples:

• New Lead

• VIP

• Interested

• Existing Customer

• High Intent

• Support Required

• Interested in Shoes

• Follow-up Required

What is a label?

A label is a tag attached to a customer record.

For example:

Customer: Rahul

Labels:

• New Lead

• Interested in Shoes

• High Intent

Labels help your team understand customer status without reading the entire conversation history.

Create a label

Open the Labels area in ZazzyAgent.

Create a new label.

Use names that clearly describe what the label means.

Good:

High Intent

Bad:

Label 17

Apply labels manually

You can apply a label to a customer when appropriate.

For example:

Customer needs a callback.

Add:

Callback Required

Apply labels automatically

Automation can apply labels when specific events occur.

Example:

Customer asks for pricing.

↓

Add:

Pricing Interested

Another:

Customer confirms purchase interest.

↓

Add:

High Intent

Remove labels

Labels should also reflect changes.

Example:

Customer starts as:

New Lead

After purchasing:

Remove:

New Lead

Add:

Customer

Keeping labels updated prevents your customer database from becoming confusing.

Use labels with broadcasts

Labels can help you create targeted broadcast audiences.

Example:

Send a new-product message only to:

VIP

Instead of sending the same message to everyone.

Use labels with sequences

Labels can also be part of follow-up logic.

Example:

High Intent

↓

Subscribe to:

Sales Follow-up

Labels and AI Agents

An AI Agent can apply or remove labels through supported actions.

Example:

When the customer clearly expresses strong buying intent,
add the High Intent label.

##add_label## : 12

Or:

When the customer completes their purchase,
remove the High Intent label.

##remove_label## : 12

Always select the appropriate label through the ## autocomplete rather than guessing the numeric ID.

Labels vs custom fields

A label is best for a simple state or category.

VIP

A custom field is best for a specific value.

Budget = ₹30,000

Another example:

Label:

Interested in Cars

Custom Field:

Preferred Car = SUV

Labels vs segments

A label is information stored against a customer.

A segment is a group created using filtering rules.

Example:

Label

VIP

Segment

VIP customers in Mumbai who haven't purchased in the last 90 days.

Don't create duplicate labels

Avoid having several labels that mean the same thing.

For example:

Interested

Interested Lead

Lead Interested

Customer Interest

Choose a naming system and keep it consistent.

Create labels around useful events

Useful label categories include:

Customer stage

• New Lead

• Qualified

• Customer

• Repeat Customer

Sales status

• High Intent

• Demo Requested

• Quote Requested

Support status

• Support Required

• Callback Required

• Escalated

Product interest

• Interested in Shoes

• Interested in Shirts

• Interested in Accessories

Example: Lead lifecycle

A simple automation could use:

New Lead

↓

Customer answers qualification questions.

↓

Qualified Lead

↓

Customer expresses strong buying interest.

↓

High Intent

↓

Customer purchases.

↓

Customer

This creates a clear customer lifecycle using simple labels.

Label troubleshooting

If a customer is not showing under the expected label, check:

• The label was actually applied.

• The correct label was selected.

• Automation conditions were met.

• The workflow ran successfully.

• The customer record is the expected one.

Best practice

Every label should answer a useful question.

For example:

Is this customer a VIP?

Is this customer interested in Product A?

Does this customer need a callback?

If a label doesn't help your team make a decision or organize customers, you probably don't need it.

zazzyagent.com