Labels

Labels help you categorize and filter conversations in your inbox. Use them to track deal stages, flag priority conversations, or build any organizational system that works for your team.

Create a label

1. Open Settings → Inbox → Labels.
2. Click Create Label.
3. Enter a label name (e.g., "Hot Lead", "Follow Up Next Week", "Interested").
4. Choose a color from the palette.
5. Optionally add a definition — a description that helps your team use the label consistently.
6. Click Save.

Labels are shared across your workspace. Everyone on the team sees and can use the same labels.

Apply labels to conversations

From the inbox:

1. Open a conversation.
2. Click the Label icon in the conversation header.
3. Select one or more labels from the dropdown.
4. Labels appear as colored badges on the conversation.

From the conversation list: Right-click a conversation and select Add Label.

A conversation can have multiple labels.

Filter by label

In the inbox, click the Filter button and select a label to see only conversations with that label. This is useful for working through a specific category — for example, reviewing all "Follow Up" conversations.

Manage labels

In Settings → Inbox → Labels:

• Edit — click a label to change its name, color, or definition.
• Archive — hide a label from the selection dropdown without removing it from existing conversations.
• Delete — permanently remove a label. It's removed from all conversations.
• Search — use the search bar to find labels in large collections.

System labels

Obert auto-applies system labels based on AI reply classification:

• Interested — the lead expressed interest.
• Not Interested — the lead declined.
• Follow Up — the reply needs human attention.

System labels can't be deleted, but you can override them by removing the label from a conversation and applying a different one.

Tips

• Keep label names short — they appear as badges in the conversation list.
• Use consistent naming conventions across your team (e.g., always "Stage: Discovery", "Stage: Demo Booked").
• Archive labels you no longer use instead of deleting them — this preserves historical categorization.