Customer Labels
Customer labels let you tag customers with color-coded identifiers that carry through across Help, Refund, Feedback, and Voice Message requests. They're a flexible way to segment and organize your customers — whether that's flagging frequent refund requesters, identifying VIP accounts, or any other grouping that makes sense for your operation.
Creating and Managing Labels
Before you can assign labels to customers, you'll need to set them up in your Organization settings. Here's how:
Click the Settings Gear in the top left of the dashboard.
Go to Organization.
Select the Customize tab.
Under the Labels section, click Add label to create a new one. Each label gets a color and a name.
To reorder labels, drag them using the handle on the left side of each row.
To remove a label, click the delete icon on the right.
Any labels you create here will be available to assign to customers across your organization.
Note: Only users with "Owner" permissions will be able to access and create customer labels. Once created it can be accessed by all users to assign to customers.
Assigning Labels to a Customer
Labels are assigned directly on the customer's profile in the dashboard. To assign one:
Open the customer record from the Customers section or from within any related request.
On the Details tab, locate the Labels field.
Click the Assign a Label dropdown and select one or more labels. Multiple labels can be assigned to the same customer.
To remove a label, click the ✕ next to it in the field.
Assigned labels appear as color-coded chips in the Labels field, making it easy to see at a glance how a customer is tagged.
Viewing Labels in Tables
Customer labels can be displayed as a column in your Help, Refund, Feedback, and Voice Message tables. The column is hidden by default, so you'll need to enable it to see it.
When the column is visible, each row shows the customer's first label as a color-coded chip. If the customer has more than one label, a +2 style indicator shows how many additional labels are assigned — hover over it to see all of them.
Enabling the Labels Column for Yourself
Go to the relevant table (e.g. Help, Refunds).
Click the Columns button at the bottom of the table.
Check the box next to Labels to add it to your view.
This change applies to your personal view only.
Enabling the Labels Column for Your Whole Team
If you want the Labels column to appear by default for all users in your organization, you can configure this from the Organization settings:
Click the Settings Gear in the top left of the dashboard.
Go to Organization.
Select the Tables tab.
Toggle on the table you want to configure (e.g. Help Columns) and add Labels to the column list.
Click Update to save.
Note: The Organization Tables settings control the default column view for all users. Users who have already customized their own column settings won't be affected — this only applies to users using the default view.
Filtering and Searching by Label
You can narrow down any table to show only requests associated with customers who have specific labels. Use the label filter at the top of the table to select one or more labels — results will update to show only matching rows.
Labels are also included in the general search, so typing a label name into the search bar will surface any records associated with customers carrying that label.
Labels in Notifications
When you receive a notification for a Help, Refund, Feedback, or Voice Message request, any labels assigned to the submitting customer will be included in the notification. This means you can immediately see how a customer is tagged without needing to open the full record.
Labels in Exports, API, and Webhooks
Customer labels are included wherever customer data flows out of ZippyAssist:
Data exports — labels appear as the last column in relevant exports so they don't disrupt existing spreadsheet workflows.
Public API — labels are included in customer data returned by the API.
Webhooks — labels are included in outgoing webhook payloads for customer records.
Audit Log — any changes to a customer's label assignments are captured in the audit log.
If you have any questions about setting up or using customer labels, reach out to us at [email protected] and we'll be happy to help!