# 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: ```text When the customer clearly expresses strong buying intent, add the High Intent label. ##add_label## : 12 ``` Or: ```text 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](http://zazzyagent.com)