Streamlining Conversations with Quick Filter

Effortless Chat Management
Simplify your communication workflow with the Quick Filters feature. Positioned conveniently next to the search bar, this funnel-shaped icon enables you to swiftly sift through your conversations. Upon clicking it, you'll gain access to various filters that let you sort by contact owner and the latest message channel. This tool is invaluable when handling numerous messages from different apps and users, allowing you to find specific conversations or contacts in record time.

Filter Options
You have the flexibility to filter your conversations using any available option, or combine filters from different categories for more precise results.

Assigned (Contact Owner)

• My Chat
  To view only the contacts assigned to you, click the "My Chat" button.

• Assigned To
  To see messages assigned to specific team members, use the "Assigned To" button. This will display a dropdown menu with your team members listed. Select one or more members, then hit Apply to view the conversations designated to them.

• Unassigned
  For conversations that haven't been allocated to any team member, select the "Unassigned" button and apply the filter. This will show all chats that are not yet assigned to a team member.

Last Message Direction

• Inbound
  This filter displays all recent messages received in your CRM across any messaging channel.

• Outbound
  This filter shows all recent messages sent out from your CRM across any messaging channel.

Last Outbound Message Type

• Manual
  Use this filter to view messages that were sent manually.

• Automated
  To filter and view only automated messages, select the "Automated" option.

Last Message Channel

In the "Last Message Channel" section, you can choose a specific communication platform to filter and view the contact's conversations. Note that only one platform can be selected at a time.