Stage & labels in the chat list

When you work the inbox you are really deciding who to answer first, and what decides it is usually not the last message. A client flagged risky is a different conversation from one flagged upsell signal, even when both rows say “Thanks!”.

So the chat list carries that context on the row itself.

What the second line shows

Under the client’s name you get their pipeline stage, then their labels, separated by a pipe:

A few deliberate details:

• Only where there is something to say. A client with no stage and no labels gets no second line, rather than an empty one.
• Never on groups. A group has no single client, so it has no stage and no labels. Showing one member’s would be misleading.
• Labels are capped. Past the first two you get +N; hover it to read the rest.

Filtering the inbox

Beside All / Unread / Drafts there is a filter icon. It opens a short menu of your pipeline stages and your client labels.

• Tick any combination. Matching is any, not all: pick risky and upsell signal and you get clients carrying either one.
• Stage and label combine, so you can ask for “everyone in Trial who is flagged risky”.
• While a filter is on, the icon carries a dot, and Clear in the menu removes it.

The filter runs on the server across your whole inbox, not just the conversations currently loaded, so a match far down a long list still surfaces.

By reminder assignee

The third section of the menu, Reminder assignee, lists your team. Tick a coach and the inbox narrows to the clients whose live reminder is assigned to that coach: a check-in series that is still running, or a one-off that has not passed yet. A cancelled reminder, or one that ended months ago and was never renewed, does not count, because the question this answers is “whose clients are these today”.

• Tick several coaches and you get the clients of any of them.
• It combines with stage and labels the same way: “Emilija’s clients who are flagged risky”.
• The assignee is set on the reminder itself, on the client’s record. See Check-in reminders.

Your labels stay yours. Stages and labels are coach-side only. Clients never see them, in the app or anywhere else, which is what makes them safe to write honestly.

Labels are managed from your client list. See Client labels.

Changing them without leaving the chat

Open a client’s conversation and look at the row of round buttons in the thread header. The person icon is the client themselves. Hover it to read who you are talking to: age, country, email, phone, their stage and their labels. Click it for a quick edit.

The quick edit holds the small things you change mid-conversation: first and last name, email, phone, lifecycle stage and labels. Pick a stage chip (click the chosen one again to clear it), add or remove labels, then Save. The context line under the client’s name and their row in the list update straight away, and so does the client record.

A few notes:

• Changing the email changes what the client signs in with, so the dialog checks that no other account already uses it before it lets you save.
• Only what you changed is written. Editing a phone number does not touch the stage, and moving a stage does not touch the labels.
• Everything else about the client (socials, the avatar, the active switch) still lives on the record’s Personal tab.

Next: Unread & drafts filters →