How to use Filters?
Inbox filters are a powerful tool to help you manage your messages and organize conversations more efficiently. By using filters, you can streamline your workflow, focus on what matters most, and boost your productivity.
Overview
Inbox filters 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 prioritize conversations that require immediate attention.
- Boost Productivity: Spend less time searching and more time engaging with customers.
Available Filters
Here are the different filters you can apply to organize your inbox:
Channel
- Filter by Channel: Sort contacts based on the channel where their number is saved (e.g., WhatsApp, SMS).
Tag
You can apply tag filters in two ways:
- Tag is: Filters all contacts with the selected tag(s) applied.
- Tag is not: This works as an additional filter. For example, if you filter by Tag is "A" and want to exclude contacts with Tag B, you can use Tag is not "B" to display only contacts with Tag A but exclude those with Tag B.
Additionally, you can filter by:
- Date Range: When the tag was added.
- Team Member: Who added the tag.
Custom Fields
Filter based on custom fields in two ways:
- Selected Custom Field: Shows contacts that have data within the selected custom field.
- Custom is or is not: Applies as a second condition for the selected custom field.
For example, filtering by Birthday with is "January" will show all contacts with a birthday in January. If you add is not "February", contacts with a birthday in February will be excluded.
Additionally, you can filter by:
- Date Range: When the custom field data was added.
- Team Member: Who added the custom field data.
Example: Filter by the "Purchase Value" custom field to find contacts with a purchase value recorded by the sales team between January 1st and March 31st.
Assignee
- Filter by Assignee: Filters contacts based on which team member they are assigned to. You can include or exclude contacts assigned to specific team members.
Additionally, you can filter by:
- Date Range: When the contact was assigned.
- Team Member: Who assigned the contact.
Ticket
- Filter by Ticket: Sort contacts based on whether they have tickets in a specific CRM board or at a particular stage within that board.
More Options
The 'More' option provides additional filters:
- Unread: View messages you haven’t opened yet.
- Archived: View archived chats.
- @Mentions: View chats where you’ve been mentioned.
- Unsolved Notes: View contacts with unresolved notes/comments.
- Groups: Show only group chats in the inbox.
- Individuals: Show only individual contacts in the inbox.
- Chats Not Replied: Show chats that haven't been replied to.
- Message Queue: Show chats with pending or scheduled messages.
- Failed Messages: Show chats where messages could not be sent due to errors.
Pinning Filters
Pinning filters allows you to quickly access and organize your most frequently used or important filters.
How to Pin Filters
- Select the filters you want to apply.
- Click Pin Filter and give it a name.
To delete or rename pinned filters, click the edit icon next to your pinned filters.
Use Cases
Stay Organized
- Easily sort and prioritize messages based on your needs, ensuring that no important inquiry is missed.
Boost Efficiency
- Quickly locate specific conversations, saving valuable time when responding to customers.
Simplify Workflows
- Customize your inbox view to focus on the most relevant interactions, streamlining your communication processes.