Labels are coloured tags that you create and attach to items so you can group things your CRM can't segment, such as competitor mentions, a research project or a pilot programme. Open a label to see everything that carries it. Labels exist only in Four/Four and don't change your CRM.
You can label conversations, insights, topic sets, individual topics, accounts, transcript fragments (selected passages of a transcript) and Tracker issues.
Personal and team labels
Personal labels are the default. Anything you create is owned by you and appears in a lighter colour.
Team labels appear in a solid colour and are available to everyone. A personal label can be turned into a team label, and back.
The label picker offers team labels and your own personal labels. Labels owned by other people are not offered, so ask the owner to move a label to team labels if you need it. There is no separate group-level label.
Label an item
Select the label icon (a tag with a plus) on a conversation, insight, topic, topic set, account or Tracker issue. On an insight card, hover over the card to see it, or open the insight and use the icon at the top. Type in Search or create... to find a label (with nothing typed, your recently used labels are listed), or type a new name and pick a colour under Create new. A new label is applied immediately. To remove a label, select the x on its chip.
Find labelled items
The Labels page lists each label with counts of the items carrying it. Select Create there to make a label without applying it. To find labelled insights from the Insights page instead, use Filter and filter by label.
A label's page
A label's page lists the items carrying it, by type. From it you can:
Select the name or colour square to rename the label or change its colour. The change applies everywhere the label is used.
Ask the Analyst about everything carrying the label, or select Create Topic Set to group the labelled insights into themes.
Use the menu for Move to team labels, Move to my labels or Delete label. Deleting cannot be undone.
Labelling in bulk
A workflow can apply or remove labels on every new conversation or insight that matches your criteria, and Loop workflow applies a workflow to existing data. See "Workflows (Automation)". AI assistants connected through MCP can also find, create, change, apply and remove labels.
Choosing what to label
Labels suit information that isn't in your CRM, for example competitor names, ad hoc research projects, pilot programmes, or a set of conversations to revisit. For attributes already in the CRM, such as region or customer type, use CRM field filters instead. Keep labels narrow, agree naming conventions, and delete outdated labels to keep the picker short.
Permissions
What you can do with labels is set on the role in Admin > Roles.
Permission | Allows |
Manage my labels | Create and edit your own labels. |
Manage group labels | Edit labels owned by members of your groups. |
Read group labels | See, but not edit, labels owned by members of your groups. |
Manage team labels | Create and edit team labels, change a label's team visibility, and manage any label. |
Read team labels | See and use team labels. |
Apply labels | Attach and detach labels on content. |
Attaching and detaching also require permission over the label itself. Without edit permission on a label you cannot rename it or change its colour, and the label menu offers only the actions your permissions allow. AI assistants connected through MCP are subject to the same permissions.