Filters - Narrow the Inbox to the Conversations That Matter
Filter the inbox conversation list by status, channel, assigned agent, labels, and more so you focus on the right conversations.
Overview
Filters narrow the conversation list so you see only what you care about right now, your open chats, a single channel, a label, or a specific agent's queue. Filtering keeps a busy inbox manageable.
Filter the conversation list
- Open the inbox
- Open the Filters controls above the conversation list
- Choose one or more conditions
- The list updates to show only matching conversations
What you can filter by
| Filter | Examples |
|---|---|
| Status | Open, resolved, pending |
| Channel | WhatsApp, Instagram, Messenger, web chat, and more |
| Agent | Conversations assigned to a specific team member |
| Labels | Your custom tags |
| Date range | A time period |
Tip: Pair filters with Bulk Assignment to act on a whole group at once, or with Search to zero in even faster.
Next Steps
Conversation Tabs - All, Assigned, Unassigned, and Unread
Use the tabs above the inbox conversation list to switch between all conversations, the ones assigned to you, unassigned conversations, and unread ones.
Search - Find Conversations, Contacts, and Messages
Search the inbox to jump straight to a conversation, contact, or message instead of scrolling the list.