How to use Filters?
Inbox filters are your secret weapon for organization! They allow you to:
- Sort through messages - Categorize conversations based on specific criteria, like unread messages, channels, or assigned tags.
- Focus on what matters - Filter your inbox to see only the conversations that require your immediate attention.
- Boost productivity - Spend less time searching and more time engaging with your customers by streamlining your communication flow.
Here are the different filters you can use:
Channel
This filter helps you choose which channels show up in your inbox.
Tag
This setting lets you pick which contacts with certain tags show up in your inbox.
Assigned
This setting helps you find contacts in your inbox that a certain teammate is assigned to.
More
The 'More' option gives you extra options to sort and find what you need.
- Unread - See messages you haven't opened yet
- Archived - See chats that have been archived
- @Mentions - See chats where you have been mentioned in the notes
- Unsolved notes - See contacts which have unresolved notes/comments
- Groups - Shows only the group chats in the inbox
- Individuals - Shows only the individual contacts in the inbox
- Chats Not Replied - Shows all the chats that have not been seen or replied to
- Message Queue - Shows you all the chats that have pending/scheduled messages
- Failed Messages - Shows you all the chats that have messages that could not be sent due to an error
How to pin filters
Pinning filters in inbox allows you to quickly access and organise your most frequently used or important filters
To pin filters in inbox, simply select the filters that you want to use, and then click “Pin Filter” and give it a name
To delete/rename pinned filters, click on the edit icon beside your pinned filters
Use Cases
Stay organized
- Easily sort and prioritize messages based on your needs, ensuring you never miss an important inquiry.
Boost efficiency
- Quickly locate specific conversations, saving you valuable time when responding to customers.
Simplify workflows
- Customise your inbox view to focus on the most relevant interactions, streamlining your communication processes.