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Use Jaaxis labels to organize conversations. The dashboard label editor contains Name and Color only; ask the Assistant to configure automatic apply/removal rules or special agent behavior.

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Create a manual label

1

Open the label controls

Open the intended agent’s Inbox and use Labels or a conversation’s label control.
2

Create the label

Choose the create-label action, enter Name, and choose Color. Select the dialog’s create control.
3

Apply it to a conversation

Open a conversation’s label picker and select the label. Confirm its colored chip appears. Select an applied label again to remove it from that conversation.
A manual staff-judgment label does not need automatic rules. The agent does not judge or apply it unless the Assistant configures that behavior.

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Configure automatic behavior

You need Assistant permission for this setup.
1

Describe the situations

Ask the Assistant when the label should be applied and removed. If customers with this label need a different response, explain that separately.
2

Check the tested outcome

Let the Assistant configure and test the rules. Review the relevant Training → Scenarios result and the completion message.
3

Verify both directions

Test a conversation that should gain the label, one that should not, and a condition that should remove it. Confirm the label chips and any different customer response.
There are no Auto-label by agent, When to apply, When to remove, or Agent instructions fields in the current label dialog.

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Filter, rename, or delete

Use Labels in the inbox toolbar to filter. For multiple labels, choose Match any or Match all. Drag labels to reorder them and use Clear all to clear the filter. Edit a label’s Name or Color and select Save. Renaming it does not remove its existing conversation assignments.
Delete in Edit label removes the label from every conversation and saved inbox view. It does not delete conversations. Removing a label from one conversation is not label deletion, and labels have no archive-and-restore workflow.
If an action is refused, read the error and check your agent permissions before retrying.