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Filters

Quickly find conversations with advanced filters

Filters allow you to quickly find the conversations you're looking for among all those managed by your agents.

Available filters

By agent

Show only conversations managed by a specific agent. Useful when you have multiple agents configured.

By status

Filter conversations based on their current status:

StatusDescription
In ProgressActive conversation with recent exchange
OpportunityInterested potential customer
Potential CustomerQualified lead to follow up
Quote RequestCustomer who requested a quote
Follow-upTo be contacted again for updates
ContactedCustomer already contacted
Waiting ResponseWaiting for customer response
Info OnlyInformational request only
Not InterestedCustomer not interested
SpamSpam or irrelevant message

By source

Filter by origin channel:

  • WhatsApp - Conversations from WhatsApp Business
  • Widget - Conversations from the website widget

By date

Filter by date range:

  • Select From date (start of period)
  • Select To date (end of period)

By tag

Select one or more tags to filter conversations containing them.

Multiple tag filter

When selecting multiple tags, conversations that have at least one of the selected tags will be shown.

Sorting

Sort results by:

CriterionDescription
Last updateMost recent first (default)
Creation dateChronological creation order
Message countMost active conversations first

You can choose the order:

  • Descending - From most recent/highest to least
  • Ascending - From least recent/lowest to most

Combining filters

You can combine multiple filters for precise searches. All active filters are applied together (logical AND).

Practical examples:

  1. Hot leads from WhatsApp

    • Source: WhatsApp
    • Status: Opportunity
  2. Follow-ups this week

    • Status: Follow-up
    • Date: Last 7 days
  3. Urgent conversations

    • Tag: "Urgent"
    • Sort: Update date

Reset filters

Click Reset to remove all filters and return to the complete view.

The search bar searches in the conversation title/name. For a broader search, combine with appropriate filters.

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