User Guide · Workspace
Tags, properties & lifecycle
Three ways to structure your customer data: tags for labels, custom properties for facts, and lifecycle stages for where each contact is in your funnel.
As conversations pile up, structure is what makes them searchable, reportable and automatable. Inboxi gives you three tools, all under Settings.
| Tool | Use it for | Example |
|---|---|---|
| Tags | Free labels on conversations and contacts | VIP, Urgent, Refund, Needs a person |
| Custom properties | Structured facts about a contact | Plan = Pro, Pet type = Cat, Last visit = 2026-09-01 |
| Lifecycle stages | Where the contact is in your sales process | Lead → Qualified → Customer |
Tags
- 1Create Tag: a name and a color.
- 2Each tag shows its color code.
Tags are reusable labels. Create them in Settings › Tags with a name (e.g. VIP, Urgent, Refund) and a color, then apply them from a conversation's More › Add Label menu, from the contact panel, or from a contact page. Tags can also be set by imports and automations, and used to filter Monitoring.
Custom properties
- 1New property.
- 2Search your properties.
Properties are extra fields on every contact. Agents see them in the contact panel beside the conversation and fill them in per customer. Each property has a Label, a Key (generated from the label if you leave it blank, and fixed after creation), an optional description and a type:
| Type | Best for |
|---|---|
| Text | Names, addresses, notes. |
| Number | Counts, scores, prices. |
| Yes / No | Flags such as VIP, blacklisted, opted-in. |
| Date | Sign-up date, last visit. |
| Single select / Multi select | One or several values from a list of options you define. |
| URL, Email, Phone | Validated links, addresses and numbers. |
Mark a property Required to make agents fill it in before closing the conversation.
Lifecycle stages
- 1Show or hide stages in the Inbox and Contacts.
- 2Lifecycle Stages: your funnel, in order.
- 3Lost Stages: where contacts go after leaving the funnel.
Lifecycle stages track contacts through your sales process. Add stages with a name, an optional description and a color. Mark one as the Default stage for new contacts and one as the Won stage. Lost Stages record where contacts go when they drop out. Turning the feature off only hides the stages; your data stays.
Once enabled, stages appear as filters in the inbox sidebar and as the stage selector in every chat header. Lifecycle stages are included from the Growth plan.