How to add labels and notes in a conversation ​

Labels tag a contact for filters and automation. Notes are internal text your team sees, not WhatsApp messages. In AvenPing, open a conversation, apply labels on the contact, edit Notes in contact info, or hover a bubble and choose Add to Notes.

Prerequisites ​

Step-by-step ​

  1. Open the conversation
    Go to Messages and select the chat. Open contact info from the header.

  2. Apply labels
    Use the labels control on the conversation/contact. Labels you created in Settings → Labels appear here. The inbox list can filter by label.

  3. Write Notes
    In contact info, add or edit Notes. These stay inside AvenPing.

  4. Add a bubble to Notes
    Hover a message, open the menu, and choose Add to Notes to copy that text into the contact’s notes.

TIP

Use labels for routing (VIP, billing). Use notes for context the next agent needs.

FAQ ​

Does the customer see notes or labels?

No. They are internal. Only WhatsApp messages you send are visible to the contact.

Can a chatbot set a label?

Yes. The Set Label data node can add or remove labels during a flow.

I have no labels to pick

Create them in Settings → Labels first (Create Label).