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Use Labels to categorise rooms by product, region, or team — and Statuses to track where each deal or customer is in your process. Together they give your whole team a shared language for where things stand, so anyone can pick up a room and immediately understand the context. Configure both in Settings → Labels & Statuses.

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Labels

Labels are tags you apply to rooms for organisation and filtering. They can represent anything meaningful to your team. Common uses:
  • Product line — “Enterprise”, “SMB”, “Starter”
  • Region — “EMEA”, “North America”, “APAC”
  • Team — “Sales”, “Customer Success”, “Onboarding”
  • Use case — “New Business”, “Renewal”, “Expansion”

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Create a label

1

Go to Settings → Labels & Statuses

Open your account settings and navigate to Labels & Statuses.
2

Click Add Label

This opens the label creation form.
3

Configure the label

  • Name — The label text (e.g. “Enterprise”)
  • Color — Choose a colour for visual distinction
4

Click Save

The label is now available to apply to rooms.

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Statuses

Statuses represent where a room sits in your sales or customer process. Unlike labels, each room has exactly one status at a time. Statuses also power your analytics — you can see at a glance how many rooms are at each stage and spot where deals are getting stuck. Example sales statuses:
  • Discovery
  • Proposal Sent
  • Negotiation
  • Closed Won
  • Closed Lost
Example CS statuses:
  • Onboarding
  • Active
  • At Risk
  • Churned

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Create a status

1

Go to Settings → Labels & Statuses

Open your account settings and navigate to Labels & Statuses.
2

Click Add Status

This opens the status creation form.
3

Configure the status

  • Name — The status text (e.g. “Proposal Sent”)
  • Color — Choose a colour for visual distinction
  • Order — Set the position in your workflow sequence
4

Click Save

The status is now available to apply to rooms.

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Apply labels to rooms

Labels can be applied when creating or editing a room:
  1. Open the room or room settings
  2. Find the Labels field
  3. Select one or more labels
  4. Save your changes

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Set room status

From inside the room:
1

Open the room

Navigate to the room you want to update.
2

Click the current status (or Set status)

This opens the status selector.
3

Select the new status

The change saves automatically.
From the rooms dashboard:
1

Go to your rooms dashboard

Find the room you want to update.
2

Click the status indicator next to the room

This opens the status selector inline.
3

Select the new status

The change saves automatically.

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Filter by labels and status

On the rooms dashboard, use labels and statuses to narrow down your room list. Filter by label:
  1. Click Filter
  2. Select Labels
  3. Choose one or more labels
Filter by status:
  1. Click Filter
  2. Select Status
  3. Choose one or more statuses
Combine filters to narrow results further — for example, “Enterprise” label + “Negotiation” status.

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Best practices

  • Keep it simple — Start with 5–7 statuses maximum
  • Use clear names — Anyone on the team should immediately understand the meaning
  • Consistent colours — Use green for positive outcomes, red for negative
  • Review regularly — Remove unused labels and statuses to keep things clean
  • Match your CRM — Align statuses with your CRM stages for easier syncing
Aligning room statuses with your CRM pipeline stages makes two-way syncing seamless and gives your whole team a consistent language for where every deal stands.