Quick Filter

Efficient Chat Management

Simplify your chat management tasks with the Quick Filters feature. This convenient button can be found to the right of the search bar and is represented by a funnel icon. Upon clicking it, you will be presented with various filter options related to contact ownership and the latest message channels. This functionality proves invaluable when dealing with a high influx of messages from multiple apps and users, allowing you to quickly pinpoint specific conversations or contacts.

Conversation Filters

Filter Types

You have the flexibility to filter your messages using any of the following filters or one filter from each filter type:

• Assigned (Contact Owner)
• Select "My Chat" to access all contacts assigned to you.
• Assigned To
• View messages assigned to specific team members by clicking the "Assigned To" button. A dropdown list of your team members will appear, enabling you to choose one or more members. Click "Apply" to see the conversations assigned to them.
• Unassigned
• To view conversations not assigned to any specific team member, click the "Unassigned" button and then click "Apply." This allows you to see all conversations without a designated team member.

Filter by Assigned

Last Message Direction

• Inbound: Use the Inbound filter to display the latest messages received in your CRM from any messaging channel.
• Outbound: The Outbound filter shows the latest messages sent from your CRM on any messaging channel.

Filter by Last Message Direction

Last Outbound Message Type

• Manual: Filter messages that were sent manually.
• Automated: Click the "Automated" filter to access only your automated messages.

Filter by Last Outbound Message Type

Last Message Channel

Under "Last Message Channel," you can choose from various communication platforms to access the contact's conversations. Please note that you can select only one channel at a time.