Labels and Statuses

Overview

Labels and Statuses are built-in tools that allow you to track and categorize user conversations even without connecting external CRM systems. This feature provides a simple yet powerful way to organize your leads and build follow-up logic.

Key Benefits

• Organize customers in a virtual Kanban board format
• Tag users with specific labels (e.g., B2B, B2C)
• Track conversation progress with statuses
• Build targeted follow-up sequences based on specific combinations of labels and statuses
• Works independently or alongside other CRM integrations

How It Works

Your MyChatBot agent can assign labels and set statuses during conversations using these built-in tools:

1. set_client_labels: Assigns one or more tags to a customer (multiple labels can be applied)
2. set_client_status: Sets the current status of a customer (only one status can be active)

Creating Labels and Statuses

Before your agent can use labels and statuses, they need to be created:

1. Manual Creation:

   • Navigate to the active chats page
   • Open a client card for any conversation
   • Add new labels or statuses through the client management interface
   • Once created, these can be used by your agent in any conversation

2. CRM Integration sync (for statuses only):

   • If using a CRM integration, you can import statuses by using the "Sync statuses" feature and this automatically creates matching statuses in your MyChatBot system

Implementation in Instructions

To utilize Labels and Statuses, include specific directives in your agent's instructions:

When chat starts, please set client status to "active" and add "new_lead" client label.

If customer mentions bulk ordering, add "B2B" client label.

When customer provides contact information, set client status to "qualified_lead".

If customer stops responding, set client status to "dropped".

Building Follow-up Sequences

You can create targeted follow-up sequences based on specific combinations of labels and statuses:

1. Navigate to the Follow-ups section
2. Click Create
3. Target specific combinations of statuses and labels
4. Define the follow-up message and timing

For example, you could create different follow-up sequences for:

• "dropped" status + "B2B" label
• "qualified_lead" status + "pricing_question" label

Integration with CRM Systems

When using external CRM integrations, the status changes are synchronized between systems. The CRM integration tools work with statuses under the hood by calling the same set_client_status function.

This means you can:

• Use external CRM for status tracking
• Use MyChatBot's built-in label system for additional categorization
• Build complex follow-up logic combining both systems

Video Demonstration

Watch this complete walkthrough of Labels and Statuses functionality: