Skip to main content

Dynamic Labels

Dynamic Labels automatically categorize conversations based on content and CRM data.

How It Works

The AI analyzes:
  • Message content and keywords
  • Customer value from CRM
  • Conversation sentiment
  • Historical interactions

Automatic Categories

LabelTrigger
🔥 Hot LeadHigh-intent keywords like “buy”, “price”, “ready”
⚠️ EscalationComplaints, “manager”, “cancel”
💰 High ValueCRM shows high deal value
🆕 New ContactFirst-time conversation
🔄 Follow-up NeededPromised callback, no response

Setting Up Dynamic Labels

1

Enable AI Labels

Go to Settings → Labels → Enable Dynamic Labels
2

Configure Rules

Set keywords and conditions for each label
3

Connect CRM

Link CRM for customer value data
4

Test

Send test messages to verify labeling

CRM Sync

Dynamic Labels can sync with CRM properties:
  • Label applied → CRM field updated
  • CRM field changed → Label updated
See HubSpot Dynamic Labels for setup.
Custom keyword rules for Dynamic Labels are coming soon as an advanced feature.