Overview
Three simple settings that make the operation much more organized:
- Business hours: define when your team is available per inbox, enabling automatic off-hours messages.
- Labels: colored tags to classify conversations (and contacts) by subject, priority or status.
- Custom attributes: tailored fields to store business-specific information on conversations and contacts.
Prerequisites
- The Administrator role to create/edit these settings.
- The account time zone set correctly (it affects business hours).
- An idea of the taxonomy that makes sense for the team (which labels and which fields).
Step by step
- Business hours: in the inbox settings, enable business hours, choose the days and time ranges and set the off-hours message.
- Labels: in the labels area, create each label with a name, description and color; apply them to conversations from the conversation side panel.
- Custom attributes: in the attributes area, create a field with a name, type (text, number, list, date, etc.) and whether it applies to a conversation or a contact.
- Use labels and attributes in filters, views and automations for productivity.
Settings & options
- Hours per inbox: each channel can have its own schedule.
- Off-hours message: automatic reply when no one is available.
- Label colors: help visually identify the type of conversation.
- Attribute types: text, number, link, dropdown list, date, checkbox and more.
Use cases
- Auto-reply outside business hours and set a return expectation.
- Tag conversations as
urgent,refundorleadand filter by them. - Store an
order numberorcontracted planas a contact attribute.
Tips, limits & best practices
- Keep a lean, standardized set of labels β too many tags become clutter.
- Combine labels with automations to tag conversations automatically.
- Use attributes for what you'll actually filter on or use in reports.
Troubleshooting
- The off-hours message doesn't fire: check that business hours are enabled on the inbox and the account time zone is correct.
- The label doesn't appear for the team: confirm it was saved and the agent has access to the inbox.
- An attribute doesn't show on the conversation/contact: check that it was created for the right type (conversation vs. contact).